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Accounting firm automation for document collection, onboarding and month-end

Most of an accountancy practice's time goes on chasing clients for documents, re-keying what arrives and checking it. Falnor builds a system on the software your firm already uses that does the chasing and checking, and asks a named person before anything is posted or sent.

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Where an accounting practice slows down

Every client sends records in their own way, late, and in a different format. Staff then sort, match and chase before the real work starts. To rank which job to fix first, try the what to automate first tool.

  • Client documents arrive by email, photo and portal, and are sorted by hand.
  • Reminders for missing records are written and sent one by one.
  • Onboarding a new client means re-entering the same details into several tools.

What the system does for an accounting firm

It follows the path your best senior already follows, and writes down every step. It builds on the software you have, such as Xero or Sage.

Collects and sorts documents

Incoming records are read, matched to the right client and period and filed, with anything unclear sent to a person.

Chases what is missing

It lists what each client still owes and prepares reminders in your tone, held for approval at first.

Prepares the working papers

Details are carried into the ledger or working files with the source beside each figure for review.

Records the work

Once approved, the practice system is updated and the approver is logged.

Accountants keep the sign-off

The system starts in shadow, only reading your software and proposing what it would do. It takes over one task at a time, once it is right at least 9 times in 10 on your real cases. Anything unusual, large or hard to undo waits for a named person, and every step is recorded. Nothing is posted, filed or sent to a client without a named person approving it. See also month-end close automation.

Works with the software you already use

We build on your own tools instead of asking you to move. Common starting points:

  • Xero
  • Sage
  • NetSuite
  • Microsoft 365
  • HubSpot

We work with businesses in the US, the UK and Europe.

Questions people ask

What is accounting firm automation?

It is using software to carry the repeatable admin in a practice: collecting documents, chasing clients, onboarding and preparing working papers. The judgement and sign-off stay with the accountant.

Does it post entries to the ledger?

Only after a named person approves, and at first it only proposes. It takes over routine postings once it is right at least 9 times in 10 on your real cases.

Can it chase clients for missing documents?

It prepares the reminders on your schedule and holds them for approval until you trust it.

Does it work for bookkeeping services too?

Yes. The same steps apply to bookkeeping: sort, match, chase and prepare, with a person approving.

How much does it cost?

There is no price list. We map the work first, then you get the scope, timeline and price in writing before anything is built. The automation ROI calculator gives a first view of whether a build pays back.

Which countries do you work in?

We work with businesses in the US, the UK and Europe. The system runs on your own software, so your data stays where it is.

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