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Example engagement · Accounting & Tax Firms

AI Month-End Close Assistant for an Accounting Firm

A close assistant that categorises bank transactions, proposes reconciliations, drafts client questions and tracks each client's close checklist.

Scroll
7 → 3 days
Month-end close
+30%
Clients per accountant
85%
Transactions categorised correctly first time
Profile — CPA firm, 40 staff, monthly close for about 120 small-business clientsTimeline — 8 weeks across 20 pilot clientsTeam — 2 engineers + 1 accounting advisor
Representative engagement: a composite of the AI work we deliver in this industry, not a named client's project. Figures are the outcomes this kind of build typically delivers, and they are the targets we agree and measure in a pilot before scaling.
The problem

Each month-end close took 6 to 8 business days, staff worked late in close week, and the firm turned away new clients for lack of capacity.

What we build

The approach.

  • 01Learned each client's categorisation history from the ledger.
  • 02Proposed categories and reconciliations with confidence scores.
  • 03Drafted plain-language questions to clients for unclear items.
  • 04Accountants review and post everything; nothing posts automatically at first.
Where the AI works

Claude categorises transactions from history and context, explains unusual items and writes the client questions an accountant would ask.

Claude APIPythonQuickBooks Online APIXero APIPostgres
Proof, not promises

How we measure it.

Close time is measured per client from period end to sign-off. Capacity counts clients per accountant. Accuracy is the share of AI categories accepted without change.

Questions

Before you ask.

Not by default. Beyond Technologies has accountants approve postings until accuracy is proven for each client.

QuickBooks Online and Xero through their APIs, and others through exports.

Next step

Want this measured on your own data? Start with a pilot.

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AI for Accounting & Tax Firms →AI Integration →Data & Cloud →Next example: AI Tax Document Intake for a Tax Practice →Named client case studies →

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