AI Automation for Modern Accounting Teams
Less Paperwork. More Client Value.
Automate routine data entry, reporting, and client reminders—no IT required. Reduce manual errors and free your team for what matters most.
30-min live demo · Risk-free pilot · No IT required
58%
Faster monthly reconciliations for accounting teams
7 days
Measurable results in first week — risk-free pilot
34%
Drop in manual reporting & documentation errors
+2 pt
Higher client satisfaction
(Midwest accounting firm)
AI Solutions for Accounting & Finance
Automate routine admin, data entry, reminders, and reporting for accounting teams. Improve documentation, accuracy, and client experience—no-code, no compliance risk.
Automated Bookkeeping & Data Entry
Instantly capture and organize receipts, invoices, and documents. AI eliminates duplicate work and minimizes manual errors. Launch automations in days—no technical background needed.
Automated Client Reminders
Reduce missed client actions and deadlines. AI-driven reminders via email/SMS—proven to drive on-time client responses. No setup overhead for your team.
Smart Reporting & Documentation
AI organizes and generates reports in Excel, Google Sheets, or Airtable. Simplifies workflow, helps with audit preparation, and keeps files accessible for your team.
Team Workflow Automation
Automate staff notifications, task routing, and approvals. Seamlessly integrate Make.com, n8n, Relevance, Google Workspace—no code needed. Flexible for firms of any size.
Case Study: Real-World Results
How a Midwest accounting firm cut reconciliation time by 58% and reduced manual reporting errors by 34% using Coriqence—no extra staff required.
1,200+ Staff Hours Saved Annually
A Midwest accounting firm automated monthly reconciliations, reporting, client reminders, and workflow communications. In three months, they reduced month-end close by 58%, cut manual reporting errors by 34%, and improved client satisfaction—all without hiring more staff.
Automation also increased team focus and allowed partners to spend more time on client advisory. Staff noted less overtime and higher morale.
Implementation Highlights: The firm launched automation for expense receipt capture, invoice processing, and scheduled compliance checklists with zero IT involvement. All automations integrated seamlessly with existing Google Sheets and email workflows, eliminating time-consuming manual entry.
“The automation let us focus on clients, not data entry. Our team is less stressed, and results are better.”
- Managing Partner, Midwest Accounting Firm
Yes. All workflows run on secure, U.S.-based cloud infrastructure. No client financial data is shared or stored outside your systems.
Yes. We automate via digital forms, exported files (CSV/Excel), and dashboards. No direct access to your bookkeeping software needed.
Make.com, Airtable, n8n, Relevance AI, Google Workspace, and all leading no-code automation tools are fully supported.
Most automations go live within 3-5 days, remotely onboarded and fully supported.