What they do before 9am.
By the time you open your inbox, the work is done.
Reads every email before you arrive.
Connect Gmail or Outlook in one click. Your coworker watches for client emails overnight, pulls every attachment, and files them in the right folder. Nothing changes for your clients.
Knows every document type by sight.
T4, RL-1, bank statement, invoice — identified in seconds. A blurry phone photo gets the same treatment as a clean PDF. 71 document types, recognized automatically.
Flags what's missing and drafts the follow-up.
T4 missing? RL-1 from the wrong year? Flagged before you open the file. When something's missing, a bilingual follow-up email is drafted in your firm's name. You approve before it sends.
Remembers what your senior accountant knows.
Every correction teaches the system your firm's logic. Vendor treatments, account mappings, client-specific rules. New staff see the same standards — built over years, applied instantly.