🧾 AI tools for Accountants and bookkeepers
Chasing documents, writing up calls and explaining numbers to clients are the hours that never get billed. These tools automate the chasing and speed up the writing.
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1
Zapier ● Live
Automates document collection: a client uploads a file, it is saved to the right folder and a task is createdHow to start: Start with one automation: new form upload → client folder → task for you.
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2
Fathom ● Live
Records client calls and writes the summary and action itemsHow to start: Ask for consent at the start of each call and paste the action items into your task list.
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3
Claude
Drafts client emails and explains reports in plain EnglishHow to start: Never paste tax IDs or bank details; describe the situation instead and check every number yourself.
Set it up in an afternoon
- Automate the document request you send most often.
- Use the note-taker for every client call.
- Use the drafting assistant for explanations and emails, then review them.
💡 Client financial data is confidential. Check your professional body's rules and each tool's data settings before using AI with client information.
What it costs
| Zapier | Free plan + paid upgrades |
| Fathom | Free plan + paid upgrades |
| Claude | Free plan + paid upgrades |
We show the plan type, not the price: prices change often, so check each tool's pricing page before you pay. Start on free plans and only upgrade the tool you use every day.