Industries · Match-AI
From invoice processing to annual reports, AI automation that breaks the capacity crisis in accounting.
Accounting
First focus: the recurring tasks where pressure, waiting time or errors build up. We connect and automate those first.
Accounting firms are under unprecedented pressure: staff shortages, rising workloads, and clients expecting more service for the same price. AI agents don't replace accountants, they provide a powerful assistant that takes over the most time-consuming tasks, GDPR-compliant and fully integrated with your existing accounting software.
See five concrete finance tasksCONNECT. AUTOMATE. COLLABORATE.
Your systems come together in one place: QuickBooks, Xero, Sage and your bank statements.
Recurring work runs by itself: processing invoices, reconciling bank statements, preparing VAT returns and following up on receivables, with dashboards that show what is happening.
Your team and your AI colleagues work in the same place on the same client files. Exceptions and draft returns go to a staff member: you decide.
WHERE IT HURTS
Invoice processing and bank reconciliation requires too many manual hours
Year-end period leads annually to overtime and stress
VAT returns and periodic reports are repetitive and error-prone
Clients expect proactive advice, but time for advisory work is lacking
New staff is hard to find and expensive to train
Accounts receivable management and payment reminders take too much attention
What Match-AI takes over in your field, on your own systems and with your team in charge.
The AI agent processes incoming invoices fully automatically: OCR extraction of supplier, invoice number, amount, VAT, and due date, followed by matching with the correct ledger account and validation. Exceptions are forwarded with full context to staff.
Client submissions are completed before the handler starts, so less has to be asked again
The agent imports bank statements daily (via open banking API or file import), automatically matches transactions with open items and ledger entries, and flags unmatched transactions for review.
Reconciliation is prepared with the underlying documents attached, so the handler only assesses
The agent automatically collects all necessary data for quarterly VAT returns, checks for completeness and deviations, and generates a draft return for review.
Missing documents are requested before the filing, so the preparation does not stall
During the year-end period, the agent assists with the closing checklist, identifying outstanding items, retrieving additional information from clients, and consolidating data for reviewers.
Open items are tracked per file, so the annual accounts do not stall at the last moment
The agent manages accounts receivable communication: payment reminders, collection notices, and proactive updates on work status.
Outstanding items are flagged per client, so the handler can send a reminder in time
FAQ
How Match-AI works
In Match-AI your systems, your team and your AI colleagues come together. The AI colleagues pick up the recurring work inside your own systems, and you stay in charge.
NEXT STEP
Schedule a no-obligation consultation with our accounting AI specialists. We analyze your workflows and show what time savings are immediately achievable.
