Most accounting firms spend 60% of billable hours on data entry and document processing. TailorStack builds custom AI for document extraction, automated bookkeeping, client portals, and intelligent reporting — so your team focuses on advisory work.
AI reads invoices, receipts, bank statements, and tax documents. Extracts data, categorises transactions, and populates your accounting system automatically.
Branded portal where clients upload documents, check progress, and communicate securely. Automated reminders for missing information and deadlines.
AI pre-populates tax returns from client data, flags anomalies and deductions, and generates preliminary calculations for accountant review.
AI-generated reports with narrative commentary. Monthly management accounts, KPI dashboards, and trend analysis produced automatically from the data.
A custom AI system that automates the low-value work in your accounting practice. Document extraction that reads and categorises automatically, a client portal that eliminates the document chase, AI-assisted tax preparation, and automated management reporting with narrative commentary. Your team spends time on advisory, not admin.
Modern AI achieves 95%+ accuracy on standard documents like invoices, receipts, and bank statements. The system flags low-confidence extractions for human review, so nothing goes unverified.
Yes. The AI layer integrates with your existing accounting software via API. It extracts and categorises data, then pushes it into your platform. No need to change your core system.
Clients upload documents to a secure branded portal. The AI categorises uploads, tracks what’s still missing, and sends automated reminders. Your team stops chasing and starts processing.
Ready to bring AI to your accountants?
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3 build slots left in Q2 2026
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