Saraswati Stitch®contact@saraswatistitch.com
An accounting firm’s hours vanish into the same low-judgement work every period: chasing client documents, coding transactions, and finding the records that do not add up. None of it needs a qualified accountant to start it, and all of it needs one to finish it. That split is exactly where a careful AI layer earns its place.
Clients send documents late and messy
Receipts and statements arrive in every format at the last minute, and staff rebuild the same chase-list each period instead of doing the work that bills.
Transaction coding is slow and repetitive
First-pass categorisation against the chart of accounts is rule-heavy and dull, and it eats the hours of people who should be reviewing, not sorting.
Anomalies surface too late
Duplicates, missing records, and odd entries are often found in the final crunch, when there is no time left to fix them calmly.
How it works
- Collect and label documents. An assistant requests, receives, and labels client documents, extracting the figures from PDFs and images, and follows up automatically on what is still missing.
- Propose transaction categories. Transactions are coded against the chart of accounts as a first pass, with confidence shown, so reviewers confirm quickly instead of coding from scratch.
- Flag the anomalies. Duplicates, gaps, and outliers are surfaced early as a managed list, not discovered at the deadline.
- Hand off for sign-off. Everything is prepared for a qualified person to review and approve. The AI never files or signs anything.
Tools we reach for
- document extraction (OCR + LLM)
- the firm’s ledger / accounting software via API
- a rules layer for the chart of accounts
- a review-and-approve step
What changes
The repetitive collection and coding is handled, reviewers spend their time confirming and advising rather than sorting, and the end-of-period scramble becomes a managed queue.