Bookkeeping firms
Monthly document collection, receipt and bill coding, reconciliations and client questions.
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For bookkeeping, accounting, tax and payroll practices. afka collects what each client owes you, reads every receipt and bill, files it on the right client and the right account, and answers the questions that fill your inbox. Your accountants keep the judgement and the advice.
The same afka runs the back office of a bookkeeping firm, an accounting and tax practice, a payroll bureau and a fractional finance team. It learns your clients, their charts of accounts and your procedures, and works in the tools you already have.
Monthly document collection, receipt and bill coding, reconciliations and client questions.
Engagements, document requests, deadlines, return preparation packets and client updates.
Hours and changes collected from every client, payroll queries answered, filings on time.
Monthly packs, cash forecasts, board reporting and the follow‑ups after every review.
Every reminder, receipt typed in and status question answered by hand costs minutes your accountants owe to judgement and advice. Here is what that is worth for a typical practice, and for smaller and larger ones.
About 32 hours and $780 back every month.
About 99 hours and $2,400 back every month.
About 322 hours and $7,840 back every month.
An estimate, not a promise: a working month of 22 days, a full‑time month of 160 hours, and the time a person spends today on work afka can take over. The hourly cost is the US median pay of a bookkeeping, accounting and auditing clerk (BLS, May 2025), before benefits. Once afka is running, your weekly report shows the hours it actually saved.
Each one arrives as a client email, a photo of a receipt, a question or a date in the calendar, which is exactly where afka works.
afka knows what each client owes you every month, asks for it, reminds politely and tells you only about the clients who are still late.
afka reads each receipt and bill, codes it to the client's own chart of accounts, matches it to the bank line and asks the client only about the ones it cannot decide.
"Has it cleared?", "Where is my report?", "What do you still need?" are answered from the client's own records. Anything that is advice is drafted and waits for your accountant.
afka keeps every client's filing calendar, starts collecting what each filing needs weeks ahead and prepares the packet for your accountant to review.
One or two people connect your inbox, your accounting software and your document store once. After that every accountant and bookkeeper can ask afka by voice where a client stands, what is missing and what is due, from the desk or on the way to a meeting.
Priced per workspace with unlimited seats, so every accountant, bookkeeper and assistant can use afka without a licence of their own.
What a practice with 46 clients looks like when afka does the repetitive part.
Overnight client emails and documents are read, filed on the right client and answered where the books already say.
Receipts and bills are coded and matched to the bank. Only the unclear ones go to the client as one short question.
Missing documents are requested and reminded, with an upload link, for every client that is still late.
The partners read one message: clients complete, files ready for review and deadlines in the next two weeks.
No new portal for your clients and no project for your team. Connect your inbox, your accounting software and your document store, tell afka what each client owes you every month, and read the first close status the same evening.
Your inbox, accounting software and document store, in a few clicks. afka reads what is there and learns each client, their accounts and your procedures.
Write it once in plain words: which documents, by which day. afka asks for them every month, reminds and files them as they arrive.
Which clients are complete, which files wait for review and which deadlines are close, in one message every evening.
The same Talk app as on our home page, on every member of staff's own phone. They speak, afka answers out loud, and the work lands where the office sees it.
The office works with afka where it already works: email, Microsoft Teams, Slack or Google Chat, and the dashboard. Your tools connect in a few clicks.
Plus your practice management, payroll and tax software through managed connectors. If what you use is not there, afka writes the connection itself.
No. It answers status and fact questions from the client's own records and sends documents you have already prepared. Anything that is advice is drafted for your accountant, who reviews it and decides what goes out.
No. Clients keep emailing you as they do today. afka reads those emails, asks for what is missing and gives them an upload link when a file is too large for email.
Yes. Every document, conversation and question is filed on its own client. Your team sees what their role allows, and every action afka takes is in the audit log.
Yes. Common accounting, payroll and document tools connect in a few clicks through managed connectors. If yours is not there, afka writes the connection itself.
No. afka reads and answers each client in their own language, and your team reads everything in theirs.
A plan per workspace with unlimited seats, plus credits for the work it does. Every accountant, bookkeeper and assistant can use afka.