FOR FIRMS MANAGING 50–500+ CLIENTS

Your AI team caught $12K in duplicate payments and 3 missed quarterly filings before Monday.

Six AI employees work inside your QuickBooks, Xero, and Dext — reconciling bank feeds daily, catching anomalies, preparing tax returns, and tracking every deadline. Then they send you one Slack message with [Approve] or [Review]. You make 8–12 decisions a day. They handle everything else.

# firm-decisionsLIVE
F
FelixAPP8:04 AM
Duplicate Payment: Client Acme Corp
Vendor: Office Depot · Amount: $4,800 · Same PO #2847
Paid March 14 and March 21. Recovery: $4,800
Dispute with VendorMark LegitimateInvestigate
N
NathanAPP9:01 AM
Reconciliation: 4 clients need attention
Client Baker: 3 unmatched transactions ($4,200). Client Chen: $890 variance on operating account.
ReviewAuto-match
partner is typing
more clients per accountant
$12K+
hidden costs surfaced/mo
8–12
decisions/day on Slack
0
missed filing deadlines
WORKS INSIDE →QUICKBOOKS·XERO·DEXT·TAXACT·GUSTO·ADP·AVALARA·SLACK·
QUICK ANSWER

What is the 100xforce
Workforce for accounting?

A team of 6 specialized AI employees that handle the operational work accounting teams usually spread across junior staff — bookkeeping & reconciliation, tax prep & compliance, client advisory, document processing, and more. Each agent works inside your existing tools, escalates exceptions to a human, and is deployed in 8 to 12 weeks.

INTEGRATIONS
QuickBooks · Xero · Dext · TaxAct · Slack
OUTCOME
In production at accounting firms: 3× more clients per accountant
THE 6 AI EMPLOYEES
All 42 →
N
Nathan · Bookkeeping & Reconciliation
Daily bank feed reconciliation across all clients
01
O
Olivia · Tax Preparation & Compliance
Source document gathering with PBC checklists
02
E
Ethan · Client Advisory
Weekly financial health monitoring for every client
03
R
Ruby · Document Processing
Receipt/invoice OCR with EIN/TIN extraction
04
F
Felix · Audit & Anomaly Detection
Duplicate payment detection ($4,800 avg recovery)
05
I
Iris · Reporting & Deadlines
Client reports in 15 min: P&L, Balance Sheet, Cash Flow
06
PRODUCTION DEPLOYMENT · CASE STUDY

Accounting firm cuts monthly bookkeeping time by 55%

A 15-person accounting practice deployed AI agents for bank-feed reconciliation and client report generation, reducing monthly bookkeeping time by 55% across its whole client base.

Read the full case study →
55%
LESS BOOKKEEPING TIME
15
PERSON FIRM
6
AI EMPLOYEES
REAL EXAMPLES FROM THIS MORNING

Here is what your AI team
would have caught today

Each scenario below costs accounting firms thousands per month. Your AI employees catch them automatically and ask you what to do.

F
Felix
Audit & Anomaly Detection
THE SCENARIO

Your client Acme Corp paid Office Depot $4,800 on March 14 and again on March 21 for the same purchase order. Their bookkeeper reconciles monthly — by the time they see it, the vendor dispute window may have closed.

FWHAT FELIX SENDS YOU

"Duplicate payment: $4,800 to Office Depot, same PO #2847. Likely processing error. [Dispute with Vendor]"

Without Felix: -$4,800 gone. Found at year-end audit, if ever.
With Felix: Caught same week. Dispute filed. $4,800 recovered.
N
Nathan
Bookkeeping & Reconciliation
THE SCENARIO

Client Baker has 3 unreconciled transactions totaling $4,200 from last week. One is an intercompany transfer needing an elimination entry. Your monthly reconciliation would catch this in 3-4 weeks — by then, the trial balance is stale.

NWHAT NATHAN SENDS YOU

"Client Baker: 3 unmatched items ($4,200). Item 1 appears to be an intercompany transfer to Baker Holdings. [Post elimination entry] [Flag for review]"

Without Nathan: Trial balance 4-6 weeks stale. Client decisions based on old data.
With Nathan: Reconciled daily. Client always has current financials.
O
Olivia
Tax Preparation & Compliance
THE SCENARIO

Client Chen's quarterly estimated payment (1040-ES) is due in 9 days. The payment amount should be $8,400 based on current income, but only $6,200 was paid last quarter, triggering potential underpayment penalties.

OWHAT OLIVIA SENDS YOU

"Client Chen: 1040-ES due April 15. Recommended: $8,400 (up from $6,200 last quarter). Underpayment penalty risk if unchanged. [Send payment reminder to client]"

Without Olivia: Underpayment penalty. Client blames the firm.
With Olivia: Client notified 9 days early. Correct amount paid. Zero penalties.
I
Iris
Reporting & Deadlines
THE SCENARIO

Client Davis's 1120S is due March 15. Bookkeeping is 5 days overdue, compressing the review window from 7 days to 2. If the CPA does not start today, the firm will need to file an extension (Form 7004).

IWHAT IRIS SENDS YOU

"Client Davis 1120S: bookkeeping 5 days overdue. Review window compressed to 2 days. Filing at risk. [Prioritize bookkeeping] [File extension Form 7004]"

Without Iris: Missed deadline. Late filing penalty. Malpractice exposure.
With Iris: Escalated with 10 days to act. Extension filed or return completed on time.
HOW IT WORKS

Your AI employees work.
You approve.

01

They work inside your tools

QuickBooks, Xero, Dext, TaxAct, Slack. No new software to learn.

02

They surface decisions

Approve this reconciliation? Dispute this charge? File this extension? Review this deduction?

03

You approve on Slack

Full context and buttons. Each decision takes 5–15 seconds.

04

They execute

Journal entry posted, dispute filed, deadline tracked. You move on.

SAMPLE DELIVERABLES — THIS MORNING
E
EthanAPP7:30 AM
Advisory Alert: Client Acme Corp
Cash runway: 2.8 months (was 4.2) · AR aging +18 days
Largest outstanding: $24,000 from Beta Inc. (47 days past due)
Rec: AR follow-up conversation at next touchpoint.
See Full AnalysisSchedule Call
O
OliviaAPP10:15 AM
Tax Planning: Client Baker LLC
Projected net income: $420K (run rate $38K/mo)
S-Corp election saves est. $8,200–$12,400/yr in SE tax
Prepare S-Corp AnalysisDismiss
YOUR AI ACCOUNTING TEAM

Six employees.
Six real job descriptions.

Each one replaces a hire you cannot afford yet — or a role nobody at your firm is doing at all.

NAGT-01
Nathan
Bookkeeping & Reconciliation
Replaces: Junior Bookkeeper ($35-45K)
Daily bank feed reconciliation across all clients
Transaction categorization with 99%+ accuracy
Month-end close: accruals, MACRS depreciation, trial balance
View full role →
OAGT-02
Olivia
Tax Preparation & Compliance
Replaces: Tax Prep Time (15+ hrs/client/yr)
Source document gathering with PBC checklists
Deduction scan: Section 179, QBI, Form 8829
Compliance checks: Form 941, 1099-NEC, estimated payments
View full role →
EAGT-03
Ethan
Client Advisory
Replaces: Nobody (partners handle between engagements)
Weekly financial health monitoring for every client
Quarterly review packages with talking points
Tax planning alerts: S-Corp elections, contribution limits
View full role →
RAGT-04
Ruby
Document Processing
Replaces: Admin Assistant ($30-40K)
Receipt/invoice OCR with EIN/TIN extraction
W-2, 1099, K-1 data capture and classification
Automated PBC list chasing for missing docs
View full role →
FAGT-05
Felix
Audit & Anomaly Detection
Replaces: Nobody (found at year-end)
Duplicate payment detection ($4,800 avg recovery)
Expense drift and variance analysis
Worker misclassification flagging (1099 vs. W-2)
View full role →
IAGT-06
Iris
Reporting & Deadlines
Replaces: Staff Accountant (8+ hrs/wk)
Client reports in 15 min: P&L, Balance Sheet, Cash Flow
Every filing deadline tracked: 1040, 1120S, 1065, 990
Dependency chain management with cascade alerts
View full role →
A TYPICAL MONDAY

What your AI team does before you finish your coffee

By mid-morning, six employees have reconciled the books, scanned for anomalies, and left you a short list of decisions across your whole client base.

7:30a5:00p
7:30a
Ethan — Advisory scan: Client Acme cash runway dropped to 2.8 months. AR aging +18 days.
8:00a
Felix — Duplicate payment alert: $4,800 to same vendor, same PO#. [Dispute] [Investigate]
9:00a
Nathan — 4 clients need attention: 3 unmatched transactions, 1 trial balance variance.
10:00a
Olivia — 8 tax prep packages assembled. Deductions identified. Compliance checks passed.
2:00p
Ruby — 4 clients missing W-9s. Auto-chasing with specific requests sent.
3:00p
Felix — Contractor paid as 1099 flagged for W-2 reclassification review.
5:00p
All — 8 decisions made today. 23 clients fully reconciled. Zero surprises.
THE MATH

What you are paying now
vs. what you could pay

ROLEHUMAN COSTAI EMPLOYEEWHAT CHANGES
Nathan · Bookkeeping$35-45K/yrIncludedDaily reconciliation, GL maintenance, month-end close
Olivia · Tax Prep15+ hrs/client/yrIncludedSource docs, deduction ID, compliance checks
Ethan · AdvisoryNobody does itIncludedFinancial health monitoring, quarterly reviews
Ruby · Documents$30-40K/yrIncludedOCR, classification, PBC chasing
Felix · AuditNobody does itIncludedDuplicate detection, anomaly flagging, variance analysis
Iris · Reporting8+ hrs/wkIncludedClient reports, deadline tracking, cascade alerts
Total$65-85K/yr + partner timeFraction of cost3× more clients per accountant
55%
less bookkeeping time
70%
faster tax prep
$12K+
anomalies caught/month
100%
deadline compliance
WHY 100XFORCE

Not another tool. A team.

NOT THIS

Another bookkeeping tool

Botkeeper, Bench, Pilot — they do categorization. That is one function. Bookkeeping is 30% of the problem; tax prep, advisory, anomaly detection, and deadlines are the other 70%.

NOT THIS

A practice management add-on

Karbon and Canopy manage workflows. They show you what needs doing. Your team still does all of it.

THIS

AI employees who do the work

Six employees, six roles, six sets of daily deliverables. They reconcile, detect, prepare, process, track, and advise. You review and approve.

COMPLIANCE

Data Security & Regulatory Compliance for Accounting

Financial data security is a foundational requirement — isolated client data, encrypted vaults, complete audit trails, and jurisdiction-aware filing rules.

SOC 2 Type IIAES-256OAuth 2.0ATO · HMRC · IRS
01

Financial data isolation

Every 100xforce AI employee for accounting firms is built with financial data security as a foundational requirement. Client financial data is encrypted at rest (AES-256) and in transit (TLS 1.3). No data is shared across firm clients — each client’s financial information is logically isolated within the system.

02

Complete audit trails

All employee actions produce complete audit trails. Every transaction categorized by Nathan, every anomaly flagged by Felix, every deadline notification sent by Iris is logged with timestamps, employee identity, and the accountant who reviewed the output — retained per your jurisdiction’s record-keeping requirements and available for regulatory inspection.

03

Jurisdiction-aware filing

For firms serving clients subject to ATO (Australia), HMRC (UK), or IRS (US) reporting requirements, employees are configured to follow jurisdiction-specific rules for BAS lodgement, VAT returns, and estimated tax payments. Iris tracks deadlines based on each client’s specific filing obligations and entity type.

04

SOC 2 & encrypted credentials

100xforce maintains SOC 2 Type II compliance. API credentials for QuickBooks, Xero, and Dext are stored in encrypted vaults with role-based access controls. Integration uses OAuth 2.0 authentication — no employee stores raw banking credentials. Client data is de-identified before any content reaches the language model.

05

Enhanced confidentiality

For firms with enhanced confidentiality requirements — such as those handling sensitive M&A or litigation-support engagements — 100xforce offers dedicated infrastructure with custom data-retention policies and the option to deploy employee runtimes within your own network.

Works inside your existing tools

No new software to learn. Your employees log into the systems your firm already runs on.

QuickBooks logoQuickBooksXero logoXeroDext logoDextTaxAct logoTaxActSlack logoSlackGusto logoGustoADP logoADPAvalara logoAvalaraSmartVault logoSmartVaultExcel logoExcel
INTERACTIVE

Try our accounting
AI agents live

See how AI employees handle real accounting scenarios — reconcile a bank feed, catch a duplicate payment, process a receipt through OCR, identify a missed filing deadline, and prepare a tax work package. Try the live demo with actual employee responses and QuickBooks/Xero integration.

FAQ

Frequently
asked
questions

Everything firm partners ask before their first discovery session.

15 MINUTES · NO COMMITMENT

Your first hire
takes 15 minutes

Book a Workforce Discovery session. We map your workflows and show you which AI employees would have the biggest impact on your firm.