Accounting close prep
Get the books BAS-ready by chasing missing client documents, clearing bank-rec exceptions, and preparing the close pack for review.
Send the close bottleneck. Mia maps the first document-chase and review-pack workflow.
See pricingAccounting teams lose the week in the same loop: clients upload half the documents, bank feeds need exceptions checked, invoices need coding review, and the BAS or month-end deadline does not move. This AI employee owns the chase-and-prep work so the accountant reviews a ready queue instead of rebuilding one.
- Client document requests, uploads, email threads, and portal status
- Bank feeds, reconciliation exceptions, invoice images, and bookkeeping rules
- BAS, tax, or month-end checklist with client-specific due dates
- Missing-document chase drafts and client task reminders
- Bank-rec exception list and invoice-coding review queue
- BAS or close-prep pack with outstanding blockers and source links
The employee runs inside the systems you already use. Common ones for this workflow:
If your stack is different, it almost certainly connects too. See the directory →
“Quarter-end BAS queue. Three clients are missing bank statements, one has uncoded fuel receipts, and the AI employee has drafted each chase before the practice manager opens the inbox.”
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See the workflowBACK-OFFICEOnboarding
Every new hire, customer, or account gets the same complete welcome — forms filled, signatures chased, access provisioned.
See the workflowBACK-OFFICEApprovals
Route every approval request to the right person with the context attached. Chase what stalls past your SLA.
See the workflowBACK-OFFICETicket triage
Categorize incoming tickets, draft replies for the common ones, escalate the edge cases. The frontline stops drowning.
See the workflowOne workflow. Accounting close prep. Live in 48 hours.
Send the close bottleneck. Mia maps the first document-chase and review-pack workflow.