Transaction triage
Classify and categorise transactions, then auto-draft the client queries for anything unclear.
For accountants & bookkeepers
AI automation for
Accountancy & Finance
From transaction queries to year-end prep, much of an accountancy practice is structured, repeatable work. That is exactly what AI does well — freeing your team for advisory work clients actually pay for.
Where AI saves you time
Ideas we can automate for you
Client document chase
Automatically request missing records, follow up on a schedule, and tick items off as they arrive.
Year-end & filing prep
Run a checklist pipeline that assembles each client’s file and flags what’s outstanding before deadlines.
Plain-English reporting
Turn management accounts into clear client-ready summaries with the key numbers explained.
Powered by SynectAI Sparks
Sparks we can build for you
A Spark is an AI agent — a system prompt, a knowledge base of your own documents, an optional multi-step pipeline, and opt-in capabilities like web search or 80+ tool integrations. Here are three tailored to accountancy & finance.
Bookkeeping triage Spark
A pipeline that reviews transactions, drafts client queries, and syncs notes to your tools (Google Sheets/Drive and 80+ integrations).
Year-end prep Spark
An agent with a knowledge base per client that builds the year-end checklist and drafts the outstanding-information request.
Advisory drafting Spark
Converts figures into a plain-English management summary in your house style, ready to review and send.
Sparks are built on SynectAI, our own platform — so your data stays in the EU and nothing trains third-party models.
AI can make mistakes. We build human review into every deliverable, and AI-generated outputs should be checked by a qualified professional before you act on them.
Further reading