AI for accounting firms

For an accounting firm serving dozens or hundreds of clients, every month starts the same way. Client invoices land in Outlook: phone photos, supplier PDFs, forwarded e-mails with no comment. The accountant opens SAP Business One, Sage or QuickBooks Online, depending on which system that client is kept in, keys in the supplier, amount, VAT rate and expense account, and then checks the tax authority's e-invoicing and SAF-T data to see whether the supplier reported that invoice. Bank statements are downloaded as SEPA XML or CSV and matched to invoices line by line. After the 10th the reminders to clients begin: three invoices, an expense report and a statement are missing, while clients write in asking "how much VAT do I pay and when?". In the evening the accountant is still looking up what the tax authority ruled on VAT deduction for car leasing, and at the start of the year everyone prepares the annual financial statements for the business register together.

AI does not file returns or decide tax questions in place of the accountant. It takes over the keying, checking and reminding. Invoices from Outlook, SharePoint and photos are recognised, classified, checked against SAF-T and e-invoicing data and appear in SAP Business One, Sage or QuickBooks Online as unapproved entries. An agent follows the month-end calendar, reminds clients about missing documents and files what arrives into client folders in SharePoint. Bank statement lines are matched to invoices and prepared as payment entries. An assistant answers accountants from VAT and income tax legislation, tax authority rulings and the firm's procedures, with a source, and answers clients from their own accounting data and filing deadlines for VAT returns and payroll filings. The accountant approves every entry, amount and client e-mail. Because this is clients' financial data, the models run in MDP CLOUD's private GPU cloud in Lithuania (EU) or as Claude through Amazon Bedrock in an EU region, with no training on your data, with action logs and GDPR controls. We integrate with SAP Business One, Sage, QuickBooks Online, Xero and NetSuite through APIs, import files or the e-mail flow, depending on the version, and for firms that run an ERP we also offer ERP hosting in a cloud in Lithuania (EU): ERP hosting. The first step is always the same: which staff reach which clients, where the data is stored and what the AI may prepare without an accountant.