ZeroCorveeAI agency · Consulting, training, custom development

AI for accounting firms: audits, training and tools

Your staff are not paid to chase missing documents. We identify the firm's repetitive work, measure it in hours saved per week per employee, and make it disappear.

TL;DR

Who it's for: firms with 5 to 100 people.What we do: a one-day on-site audit, training for your team, then custom tools if needed.How we measure it: hours saved per week per employee, never "features".Data: what leaves the firm is agreed in writing before any tool goes live.

The problem / 01

Your firm delivers advice, but spends its days sorting.

The five repetitive tasks we see everywhere:

  • Documents sent by clients in no particular order, to be renamed, filed and re-entered.
  • Following up on missing documents by hand, one client at a time.
  • A shared inbox mixing client requests, government correspondence and prospects.
  • Letters, engagement letters and meeting notes written from scratch.
  • The same client questions answered every week.

Are you a law firm? The same approach applies, with an additional professional ethics requirement.

Repetitive work / 02

What AI handles and what stays human

TaskClient documentsWhat the tool doesSorting, filing and extracting informationWhat stays humanAccounting review and approval
TaskFollow-upsWhat the tool doesAutomatic reminders based on missing documentsWhat stays humanSpecial cases
TaskEmailsWhat the tool doesSorting and drafting a replyWhat stays humanSending it
TaskLetters and meeting notesWhat the tool doesA first draft based on your templatesWhat stays humanReview and signature
TaskRecurring questionsWhat the tool doesAn assistant that answers using your internal documentsWhat stays humanProfessional advice

AI prepares, your staff decide. Nothing is sent to a client without human approval.

Simulator / Hours recovered

How many hours do your team members spend on busywork?

Unsorted documents, chasing clients one by one, the same questions every week. Every recovered hour goes towards billable advice or more client files, without hiring.

Set your estimate
20
1100
3 h
1 h10 h

Keep your estimate conservative. The audit is designed to measure the real figure for your firm.

90 €
50 €250 €

Average billed rate across accountants and team members, excluding tax.

Capacity freed up, in value
+243 000 € / year

More time for advice, a less stressful tax season, or ≈ 90 additional client files with the same team.

Hours recovered across the firm
2 700 h / year
Per team member
135 h · 12 150 €
Additional files you can handle
≈ 90 files
Assumptions

Hours valued at the indicated average hourly rate. An indicative estimate, not a commitment.

How we calculate it

Hours saved per week × 45 working weeks × number of team members = hours recovered per year. We multiply by the hourly rate to estimate their value, then divide the hours by the average time spent on a client file (30 hours per year by default) to estimate how many more files the firm can handle without hiring. Example: 20 team members saving 3 hours per week at €90 per hour adds up to 2,700 hours, €243,000 and approximately 90 additional files per year. This is a ballpark estimate: we measure the real figure for your firm during the audit.

Method / 03

Three steps, in this order

/ 01

One day of on-site auditing: €500 excl. VAT

We observe how your teams actually work, role by role. You leave with a concrete action plan: each repetitive task identified, the hours saved per week per employee, and how to eliminate it. You can put this plan into action yourself or work with us: the choice is yours.

/ 02

Training for your staff

One day working with your own case files, eligible for funding through your OPCO. Your team learns to use AI for everyday tasks and to recognize when not to use it.

/ 03

Custom tools, if training is not enough

Connected to the software you already use. We do not replace your production software: we remove the manual work that still surrounds it.

Data / 04

Your data and professional confidentiality

It is the first question accounting firms ask, and rightly so. Here is a direct answer.

What leaves the firm

Only the text to be processed, sent to an AI model hosted in the European Union through a professional account that prohibits training on your data.

What never leaves

Your complete client databases, your banking and tax access credentials, and anything you classify as sensitive.

How it is protected

Identifying details are removed when they are not needed for processing, access rights are set for each employee, and we store no copies.

Transparency

The suppliers used and the location of their servers, in the European Union, are set out in the scoping document. You approve them before the tool goes live.

Training / 05

AI training for accountants and their teams

Since 27 July 2026, Article 4 of the AI Act, as amended by Regulation (EU) 2026/1744, requires companies using AI to take measures to promote AI literacy among their teams, without imposing a specific level. Our training uses your own case files, with a section dedicated to professional confidentiality: what you can paste into a tool and what you must never paste.

See the training program
FAQ

The questions we hear all the time.

It depends on your client files and your tools. That is precisely what the audit measures. Sorting client documents, follow-ups and answers to recurring questions usually free up the most time. For a ballpark estimate, use the simulator on this page: at 3 hours saved per week per team member, a 20-person firm recovers around 2,700 hours per year.

No. We connect to your tools or work alongside them. The goal is to eliminate what is still done manually around your software, not to replace it.

The one-day on-site audit costs €500 excl. VAT. After that, consulting starts at €2,500 to eliminate one repetitive task and train the team. Training can be funded through your OPCO.

You receive the action plan at the end of the audit. Allow another 3 to 6 weeks for the first repetitive task to disappear.

We start with their own repetitive tasks, not the tool. When an employee sees a task they hate disappear, that reluctance soon fades.

Yes, as long as a task repeats every week. The scope changes with the size of the firm, not the method.

Only the text to be processed leaves the firm, through a professional account hosted in the European Union that prohibits training on your data. Everything is detailed in the “Your data and professional confidentiality” section above.

A repetitive task costing your staff hours every week?

AI for accountants: audits, training and tools