AI for accounting firms that collects and enters your clients' documents

Document entry, reminders for missing paperwork, e-invoice checks, summary notes: AI agents handle the repetitive work on your client files. Your accountants review and approve, and every run shows its cost.

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  • One record and one history per client
  • Reminders reviewed before sending
  • A visible cost for every run
Aurore Studio
Skills/Client document entry
Dropped fileclient-documents-october.pdf
  1. Reading 86 documents
  2. Sorting into purchases, sales and expenses
  3. Checking amounts and VAT rates
  4. Listing documents missing against the bank statement
Resultentries-october.xlsx
Duration 3 minCost €1.12Done

What weighs on an accounting firm

Staff time goes into collecting and keying in documents, before any review or advisory work starts.

Collecting documents

Receipts and invoices arrive by email, unsorted, as photos or scans, and never all at once.

Chasing clients

Writing to each client to get what is missing, then tracking who answered and who sent nothing.

The same questions

Clients keep asking which documents to send, when things are due and what to do next.

What your agents take on

Each workflow is built by the ERHA team on real documents from your client files. A custom agent written for your firm follows your rules.

Document entry

Reads invoices, receipts and scans, extracts amounts and VAT, and exports to your software's import file.

E-invoice checks

Checks mandatory mentions, VAT rates and totals, and lists the invoices that need a second look.

Missing document reminders

The agent drafts the email from the accountant's mailbox, you review it, and the client's reply lands back in the task.

Summary notes

A summary of a client file, a trial balance or a client exchange, written in Word in your firm's layout.

Client questions on your website

The site chat answers from your knowledge base and hands over to a team member when needed.

One file per client

Each client of the firm has a record, contacts, tasks and the history of emails exchanged.

How it gets set up

You build nothing yourself. You describe the work, the ERHA team builds it, and your accountants run it.

  1. 01You describe the workflowIn a guided interview you explain the task and drop examples: a batch of documents, the import file you expect.
  2. 02The ERHA team builds itThe workflow is developed and tested on your documents. You approve the specification before it goes live.
  3. 03Your accountants run itBy dropping a file, on a schedule, or by asking an agent. The result comes back with its cost.

An example: monthly entry for one client

A fifteen-person firm handles several hundred client files. For each one, the month's documents arrive by email, often incomplete.

  1. The accountant drops the month's documents into the space.
  2. The workflow reads each document, checks VAT and prepares the import file.
  3. Missing documents are listed, and the agent drafts a reminder email to the client.
  4. The accountant reviews the reminder and sends it. The client's reply is added to the task.

Outcome

The accountant spends time on flagged documents and on advice, not on data entry.

The ERHA building blocks involved

SkillsDocument and invoice workflows built on your client files, run on demand or on a schedule.AgentsAn agent written for your firm by the ERHA team, which drafts reminders and notes following your rules.Site chatThe chat on your firm's website, which answers clients and fills in their record: name, email, request.

Frequently asked questions

Is our clients' data protected?

Your firm's space is isolated from every other ERHA space at the level of each query. Each client file has its own record, tasks and history.

Can an email reach a client without our approval?

No. The agent drafts the reminder and an accountant reviews it. Sending without review only happens if you allow it for your space.

Does ERHA replace our accounting software or our e-invoicing platform?

No. ERHA reads documents and invoices and prepares files and checks. Booking, invoice transmission and your obligations stay in your tools and under your responsibility.

How long does it take to set up a workflow?

It depends on the workflow. You describe it in a guided interview, the ERHA team builds and tests it on your documents, and you approve the specification before it goes live.

How much does a run cost?

Every run shows its cost in euros, based on actual usage. You set spending caps for your firm's space.

Keep reading

TeamsAccounting and financeInvoices, reconciliations, reminders and reporting handled by your agents.SolutionsDocument processingData extraction from your PDFs, scans and files into a structured file.SolutionsAI website chatA chat on your site that answers from your documents and hands over to your team.SolutionsClient trackingClient records that fill in from your emails, your meetings and your tasks.

Hand over your first piece of work this week

Open your space in a few minutes, or book a demo to scope a first use case with the ERHA team.

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