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