For accounting and bookkeeping firms
Take on more clients without hiring.
Arkeo agents manage client intake, make sure tasks get completed, send notices of deadlines and upcoming tasks, create monthly client reports and monitor billing, working in your CRM and project management software.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
Working in the software your firm already uses.
Salesforce
Pipedrive
Zoho CRM
Asana
ClickUp
Monday.com
Trello
Notion
Smartsheet
Airtable
Jotform
Calendly
QuickBooks
Xero
Stripe
Outlook
Gmail
Microsoft Teams
Slack
Google DriveYour best people are doing admin. That's the problem.
Sound familiar?
- New clients get set up by hand, one form and folder at a time.
- Late tasks get found when a client asks.
- Deadline reminders go out when someone remembers.
- Monthly client reports get built by hand.
- Taking on more clients means hiring more people.
“We do lots of manual stuff.”Owner, bookkeeping firm
“I'm just pulled in too many different directions and I just don't have the bandwidth to kind of implement a lot of this stuff.”Partner, accounting firm
Five problems. One cause: manual processes.
Somebody has to set it up, chase it, build it and bill it by hand. Arkeo agents do that work alongside your team. They start on their own, follow your firm's process, and your team talks to them in Slack or Teams.
- Sends the intake formwhen they sign
- Sets up the client in your CRM and project toolsame day
- Builds the folder and task listsame day
- Checks open tasks and due datesevery morning
- Sends deadline notices to clients and staffahead of each date
- Flags late work to the ownerright away
- Pulls the month's numbersat month end
- Builds the report from your templateper client
- Sends it to your reviewersame day
- Checks finished work against each client's planat month end
- Builds the invoiceper client
- Flags unpaid invoicesevery week
- Reads the client fileper client
- Builds it from your templateper document
- Checks your wording word for wordevery time
- Reads and answers your emailall day
- Books and moves your meetingsas they come
- Writes your docs and deckson request
What this looks like at your firm
Client intakeForm, CRM, folder and task list set up when the client signs.
Designed for 5 to 30 person firms
DeadlinesClients and staff told ahead of each date. Late work flagged to the owner.
Designed for 5 to 30 person firms
Monthly client reportsBuilt from your template at month end, one for each client.
Designed for 5 to 30 person firmsIs this you?
- Your team does manual processes every day
- You're still in the work
- You want more clients without more hires
Solo practitioner or tax-only shop: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Pulled in too many directions to look at this?
That's the reason to. In 15 minutes you'll know which manual processes agents can take off your team.
Questions firm owners ask before they book
Is my clients' information safe?
Yes. Each agent sees only what its job needs. Your clients' payroll, tax and banking details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do we have to change our software?
No. The agents work in QuickBooks, Microsoft 365 and the software your firm already uses.
Will my team have to learn something new?
No. They talk to the agents in Slack or Teams, where they already work.
What if something needs a judgement call?
The agent asks your team in Slack or Teams before it acts.
What does it cost?
You get the price on the call, along with the hours it saves your team.