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AI Automation ยท Accounting Firms

Stop Doing Manual Work Your AI Can Handle

Creative Hauz builds custom AI automation systems for accounting firms - from chasing clients for documents to following up on unpaid invoices.

15+
Hours saved per week
3ร—
Faster client onboarding
24/7
AI available for clients

Automated Workflow Preview

๐Ÿ“ฅDocument collection reminder
๐ŸงพInvoice follow-up sequence
๐Ÿค–AI client intake chatbot
๐Ÿ“žVoice agent - tax queries
๐Ÿ“…Appointment booking flow

The Bottlenecks We Remove

Chasing Clients for Documents

Endless emails and WhatsApp messages asking for bank statements, receipts, and signed forms.

Manual Invoice Follow-Ups

Manually tracking who hasn't paid and sending awkward reminders one by one.

Repetitive Client Questions

Answering the same tax deadline and fee questions over and over via email and calls.

Slow Client Onboarding

New client intake takes days of back-and-forth instead of a streamlined automated flow.

Custom AI Solutions

Voice Agent

AI Phone Agent for Client Queries

An AI voice agent answers inbound calls 24/7 - handling tax deadlines, fee quotes, and appointment bookings.

Workflow

Automated Document Collection

Clients receive automated reminders via WhatsApp or email with one-click upload links.

Chatbot

Client Intake & Onboarding Bot

A smart chatbot collects all intake information, qualifies new clients, and books them into your calendar.

Workflow

Invoice Follow-Up Sequences

Automated professional payment reminders via WhatsApp and email triggered by your invoicing system.

Integration

CRM & Calendar Sync

Everything connects to your existing tools - no new software to learn.

AI Agent

Tax Season Workflow Automation

Bulk reminder campaigns, deadline tracking, and client status dashboards running automatically.

How It Works

01

Free AI Audit

We review your current workflows and identify the highest-ROI automation opportunities.

02

Custom Blueprint

We design an AI system tailored to your specific business processes.

03

Build & Deploy

We build, test, and deploy your AI automations - typically in under 2 weeks.

04

Optimise & Scale

We monitor performance and expand your system as your needs grow.

Free Resource

See Where Your Business Is Losing Time and Leads

Answer 10 quick questions and get a personalised readiness score with practical next steps for your industry.

Take the Free Checklist โ†’

Ready to automate your accountants practice?

Book a 30-minute AI Audit. We'll map your workflows and show you exactly where AI can save you 10+ hours per week.

Book a free systems audit โ†’