AI for accounting firms that spend tax season chasing documents
Your team is qualified to do the work, not to send the fifth reminder. Digital Employees do the chasing.
Nebula AI installs Digital Employees, also called AI employees, in accounting and bookkeeping firms. They chase missing documents, send deadline reminders, onboard new clients, answer routine questions and keep your practice software current. Your accountants review anything involving advice, numbers or filings.
Where the time goes
- 1Chasing documents. Reminder after reminder, every season.
- 2Onboarding new clients. The same forms, the same questions, the same setup.
- 3"Where's my return up to?" Status questions that interrupt real work.
What a first build looks like
Most firms start with the Operations Coordinator on document chasing, connected to their practice software and email. Customer Support for status questions often comes next.
No. It chases documents, sends reminders and answers status questions. Your accountants give the advice.
We connect to the software you use. The Diagnostic confirms the connection first.
Yes. It sends the forms, collects the details and chases what's missing.
With the AI Diagnostic. We map how your business runs and give you one fixed price for the build.
Start with an AI Diagnostic
We map how your accounting business runs and give you one fixed price for the build.