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Accounting, tax and payroll firms Priced per agent · diagnosis first

Your firm does not live on chasing paperwork.

Chasing documents every month, answering the same question for the fifteenth time, and running after the client who never replies. It is repeated work that nobody bills and that burns out your specialists.

Talk to a consultant See how it works
24/7answering client questions
3agents in the minimum package
10 daysto go live
2 weeksin approval mode
Where the time goes

Three processes that repeat every single month.

You do not need a study to recognise them. They exist in every firm, and they are exactly the ones an agent can cover from end to end.

01
Documents

The monthly chase

Invoices that never arrive, bank statements missing, the client who uploads the wrong file. Someone in the firm chases that every month, client by client.

02
Questions

The same question, again

Deadlines, forms, what paperwork a filing needs. Questions answered a thousand times that still occupy a specialist who could be on billable work.

03
Filtering

What genuinely needs judgment

Somewhere in the noise there are questions that require a professional. The problem is they arrive mixed with the rest and with no context prepared.

Invoice capture

Invoices come in where they already do.

Your clients send invoices however they like: by email, by WhatsApp, as a PDF or as a photo taken with a phone. No new channel and nobody forced onto a new portal: the agent picks the invoice up where it already reaches you today, extracts the data and leaves it ready to export.

✉️Email
💬WhatsApp
📄PDF
📷Photo or scan
📁Shared folder
01
It arrives
Into the inbox, WhatsApp or the folder. The agent picks it up without anyone forwarding it by hand.
02
It gets read
Number, date, supplier, tax ID, net amount, VAT and total. Native PDF, scan or phone photo alike.
03
It gets checked
Every field comes with a confidence score, and you are warned if that invoice already came in before.
04
It gets exported
A file ready for your accounting software, in the format it asks for.
Duplicates

Flagged before they slip through

The same invoice forwarded twice, or one arriving by email and again on paper. The system flags it instead of duplicating it in your books.

Confidence

It scores, it does not guess

Every extraction carries a confidence score. Anything below the threshold goes to human review instead of passing as good.

Traceability

The original, always

The document is stored exactly as it arrived, with its source and date. If anyone asks where an entry came from, it is one click away.

We are straight about this: no automatic reading system is 100% accurate. That is why ours scores every field and sends the doubtful ones to review, rather than passing off what it is not sure about. In production most invoices are processed without intervention; the rest go through a person. That is what keeps an error out of your closing.
The system

One agent per process, not another tool.

The agents are configured around how you actually work, after a diagnosis session. They connect to the email, WhatsApp and document manager you already have: nothing gets migrated.

01

Diagnosis

We map what your team repeats every month and decide together which three processes to automate first. Free, no commitment.

02

Implementation

We configure the agents on your tools. For the first two weeks they run in approval mode: they propose and a person validates.

03

Operation

Once the quality is confirmed, they work without supervision. You add agents when the operation asks for it.

Agentik Accounting Firms plan

What it costs and what it includes.

You buy agents, not licences or user seats. Each agent covers one complete process in your firm. The minimum package is three, because a single agent cannot carry a process from end to end.

€1,900per agent
minimum package of 3 agents · €5,700 setup · monthly maintenance on request
Talk to a consultant →
Frequently asked questions

What firms ask us.

How much does it cost to automate an accounting or payroll firm? +
€1,900 per agent, with a minimum package of three agents: €5,700 setup. The monthly maintenance depends on volume and integrations, and is agreed after the diagnosis session.
What does an agent actually do in an accounting firm? +
Each agent covers one complete process. The three usual ones are: chasing the documentation that is missing every month, answering the questions clients repeat over and over, and filtering what genuinely needs a professional so it arrives with context ready.
Does it integrate with my practice management software? +
The agents sit on top of the tools you already use: email, WhatsApp, your document manager and your calendar. Nothing has to be migrated and the team does not change how it works.
What about professional confidentiality and data protection? +
The data stays with the firm. Agentik acts as data processor and signs a processing agreement. Your data is never used to train models, ours or anyone else's.
Who checks what the agent says? +
For the first two weeks the system runs in approval mode: the agent drafts the reply and someone in the firm validates it before it goes out. It only becomes automatic once the quality is confirmed.

Tell us what your firm repeats every month.

Message us on WhatsApp and we look at it directly. No forms, no waiting 24 hours for someone to get back to you.

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