AI for Accounting Firms
Helping accounting firms increase capacity, reduce admin and deliver more advisory value through practical AI implementation.
The challenges shaping accounting firms today.
Capacity Constraints
More clients and work than skilled staff to deliver it.
Client Communication
Managing high volumes of client questions across email and portals.
Compliance Workload
Tax and compliance work crowding out higher-value advisory.
Knowledge Silos
Firm-wide knowledge locked in individual partners and managers.
Staff Onboarding
Slow ramp-up for new staff on processes, software and clients.
Where AI creates real value in accounting firms.
Workflow-based thinking that focuses on productivity, customer experience and operational efficiency.
More Advisory, Less Admin
AI workflows that take routine work off your team's plate.
Always-On Client Service
Workflows that handle routine queries and triage advisory questions.
Faster Workpapers & Reviews
AI-assisted workpaper preparation and review.
Practical AI workflows built for accounting firms.
Client Enquiry Assistant
Triages and responds to routine client questions, escalating where needed.
Workpaper Preparation Workflow
AI-assisted preparation of workpapers from source documents.
Advisory Briefing Assistant
Generates client-ready briefings from financial data and notes.
Firm Knowledge Base
Searches firm IP, ATO guidance and prior advice with citations.
Onboarding Assistant
Brings new accountants up to speed on processes and clients.
Compliance Document Workflow
Drafts engagement letters, FAQs and client packs.
Proposal Generation
Drafts engagement scopes and fee proposals from prior work.
Rethinking accounting firms work as workflows.
The most valuable AI implementations don't replace people. They reshape how work flows through your business.
Role
Partner
Advisory Workflow
From data to client-ready advice.
Role
Senior Accountant
Workpaper Workflow
From source documents to review-ready files.
Role
Client Manager
Client Communication Workflow
From inbox load to managed client experience.
Discover. Implement. Scale.
Discover
We map your firm's compliance, advisory and client workflows to find where AI creates the most leverage.
Implement
We implement workpaper, advisory and communication workflows that integrate with Xero, MYOB and your practice tools.
Scale & Transform
We help you scale AI across teams and service lines while protecting client confidentiality.
Explore how Swift AI supports your business.
AI Adoption
Help your team adopt and scale AI across the business.
AI Strategy
Identify where AI creates value and how to capture it.
Knowledge Systems
Turn scattered information into a single source of truth.
Custom Solutions
Bespoke AI solutions built for your business.
Accounting Firms AI questions, answered.
Go deeper on AI for accounting firms.
How Accounting Firms Are Using AI
Coming soon
AI Workpaper Automation
Coming soon
AI for Advisory Conversations
Coming soon
AI for Client Communication in Accounting
Coming soon
AI for Accounting Knowledge Management
Coming soon
Explore AI for other industries.
Ready to bring AI into your accounting firms business?
Let's map the workflows where AI will create the most value, and build a focused plan to capture it.