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Invoices and statements read without retyping

AI automation for accounting and bookkeeping firms. Your clients want you to use AI, and to tell them where. Accounting practice management software tracks the jobs and the ledger posts the entries. Between them sits the work nobody bought software for: reading the invoice that arrived as an email attachment, chasing the client for documents, and rebuilding the same month end packet.

Book a free Claude 101

Free one-hour training for your team on Claude, the AI assistant made by Anthropic. A real training, not a pitch. ChatGPT and Copilot users are welcome.

Step one
A free Claude 101
One hour of training for your team, on their own work.
Step two
A workflow review
$300 to $500. A written list of the routines worth changing. The fee comes off the setup.
Step three
One recurring task set up
From $5,000. Fitted to your templates, your tools and your own documents.
Step four
Used on real work
Your team uses it on live work, and one round of changes follows.
Step five
Paid once it fits
Your firm keeps everything, and your team is trained to change it.

The same work, already running in other firms

Atlantic Labs has not yet run a project inside an accounting practice. The same setup already runs in wealth management, law, marketing, recruiting and events, and each part matches a job an accounting firm does every week.

Reading documents without retyping

At Strategic Wealth Partners, a wealth advisory firm, client statements from three custodians in three layouts are read, sorted and reconciled to the total printed on the page. When the figures do not tie out, the run stops. Invoices, receipts and bank statements are the same problem.

Client reporting on a fixed template

At Method Revenue, a marketing agency, the founder’s reporting time is cut in half. Each report is built from their systems into their own file, and it stops when a figure cannot be proved.

Intake that fills the document

At Free Will Lawyer, an estate planning firm, a client answers a short form and the finished document generates from the firm's own template. A client onboarding pack works the same way.

What that looks like in an accounting practice

Automated document processing

Invoices, receipts and statements read where they sit, with the totals checked before anything is used.

Client reporting and month end packets, built from your ledger into your own template.

Client intake and onboarding forms

that fill the engagement letter rather than a spreadsheet.

Drafted client email replies, written from your own files, checked by a person before sending.

A knowledge base

over your policies, checklists and prior year files.

Works with the tools you already use

QuickBooks, Xero, FreshBooks, Plaid, Gusto, Dropbox, SharePoint, Google Drive, Microsoft 365 and Gmail. Where your accounting workflow software has an interface, Atlantic Labs connects to it. Where it does not, that is said up front rather than promised.

Questions

  1. You have not worked with an accounting firm yet.

    Correct, and better said plainly. The reading, checking and reporting are the same jobs already running elsewhere.

  2. Do client documents leave the firm’s systems?

    No. The work runs in the firm’s own Claude account, and documents are read where they are already stored.

  3. Who checks the numbers?

    A person, every time, and a figure that cannot be traced back stops the run.

  4. Where would it start?

    Whichever job gets retyped most, usually document intake or the month end packet.

Book a free Claude 101