NARU SystemsAI agents for accounting firms.
Every engagement starts with chasing documents. NARU's AI agents track what each client still owes you, draft the follow-ups, and organize what comes in — so your team spends its time on the accounting.
Where the time slips away.
Chasing missing documents
Agents track what each client still needs to send and draft reminders until it arrives.
Files arriving everywhere
Incoming documents get sorted by client and type instead of piling up in inboxes.
Busy season overload
Agents keep the admin moving so staff can focus on client work.
Built for accounting and bookkeeping firms.
AI agents take the repetitive admin off your team's plate — and hand it back for approval where it matters. Set up for you, trained on how you work.
- Tracks missing client documents per engagement
- Drafts follow-up reminders for staff approval
- Organizes incoming files by client and document type
- Sends your team a daily digest of what's outstanding
- Flags documents that look incomplete or mislabeled
- Answers client calls with Voice AI and captures messages
You stay in control.
Administrative work only
Agents don't make tax, accounting, or financial decisions — that stays with your professionals.
Staff approve client messages
Reminders and follow-ups are reviewed before they're sent.
Organized, not altered
Agents sort and label files; they don't change your clients' records.
Common questions.
What can AI agents do for an accounting firm?
They track missing client documents, draft follow-up reminders, and organize incoming files by client and type.
Will the AI make tax or financial decisions?
No. The agents handle administrative work only. Professional judgment stays with your team.
Do clients get messages without our approval?
Not by default. Follow-ups are drafted for staff review before they're sent.
Where's the best place to start?
Most firms start with missing-document follow-up because it saves the most staff time during busy season.
From the blog
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