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linxa

AI for fiduciaries and bookkeeping firms

Your clients send receipts as photos, PDFs and paper, often late and often incomplete. We build AI that reads these documents, prepares the bookings and chases what is missing. Your team keeps the final check and the client relationship.

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What slows you down today

  • Receipts in every format

    Photos from phones, scanned PDFs, emails with three attachments. Someone has to open each one and type the figures into the accounting system.

  • Quarter end and year end peaks

    VAT returns and annual accounts all land in the same weeks. Skilled staff spend those weeks on data entry instead of review and advice.

  • Chasing clients for documents

    Missing receipts, unclear bank items and open questions go back and forth by email. Tracking who still owes what takes time on its own.

Where AI helps

Example projectIllustrative example with typical figures, not a client reference.

Receipt processing for a ten-person fiduciary

Starting point
A fiduciary keeps the books for about 120 small businesses in Bexio and Abacus. Each month around 3,000 receipts arrive by email, upload and post, and are entered by hand.
What we build
An AI step reads each receipt, matches it to the client, and proposes account, VAT code and amount. Bookkeepers review the proposals in a list and approve or correct them before anything is posted.
Expected result
We would typically expect manual entry time per receipt to fall by 60 to 70 percent, with the freed time going to review and client questions.

Questions and answers

No. It prepares booking proposals. A bookkeeper checks and approves them, and only then are they posted. You decide if certain simple cases may later be approved in bulk.

Let's look at your case

Tell us which task takes the most time. In a short call we say honestly whether AI is worth it and what a first step would cost.

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