Balance

Smart Accounting Automation – Your Paperwork, Handled Automatically

This workflow is designed for modern accounting firms that want to eliminate manual document handling without forcing clients to change their habits. It fully automates the process of collecting, organizing, and accessing client documents – saving hours of tedious work every week. What’s included in the workflow: Automatic document collection from email OCR + document classification (invoices, contracts, bank statements) Data extraction (company name, amount, tax ID, date, categories) Archiving into structured folders Saving to a RAG database (e.g. vector format) Optional integration with AI Assistant for smart document search (e.g. “Show me VAT invoices from Orlen, March 2023”) This isn’t just a single automation – it’s a full system that: ✅ Eliminates 90% of manual document sorting ✅ Speeds up your accounting workflows ✅ Lets your clients keep using email (no new portals!) ✅ Works 24/7 – with no mistakes

Accend

Accend offers human-in-the-loop AI agents designed for financial statement spreading and analysis, delivering results with same-day turnaround. The AI streamlines the extraction of insights from financial statements, while an expert internal team ensures accuracy and reliability through thorough reviews. Companies such as Slope, Pleo, Rho, and Evergrow have utilized Accend to reduce application processing time by 80%, significantly improving credit underwriting and onboarding efficiency.

Liberty Agent Settlement

Agent Settlement: escrow and credits for agent jobs. Live demo: https://liberty-amber.vercel.app/#fees and /#validate /#simulate /#create. money:false; demo only; scoreboard zeros: external_users=0, paid_pilots=0, revenue_usd=0. Listings != users.

Retape

Retape automates call center operations for debt settlement companies by integrating AI into CRM systems. It identifies debts that need settlement and conducts negotiations with creditors over the phone.

DisputeNinja

DisputeNinja automates chargeback processes for software and AI startups, aiding in revenue recovery.

Bluebook

Bluebook develops AI agents specifically for accounting firms, enhancing the efficiency of research, reconciliations, and monthly closings. This technology enables professionals to manage 200 clients instead of just 20, with a 30% reduction in research time, allowing accountants to offer more strategic advice. Currently, 30 leading firms in the Nordics utilize Bluebook. The accounting industry is experiencing significant challenges, including a large wave of CPA retirements, increasing complexity due to globalization and new regulations, and demands for higher productivity driven by private equity consolidation. Bluebook leverages LLMs to create software capable of understanding context, adapting to new scenarios, and managing complex accounting tasks with human-like reasoning, surpassing the capabilities of traditional rule-based software.