By sector · Accounting firms
Room for more clients, with the same team
This is accounting firm automation for bookkeeping and accounting practices: I automate collecting, checking and preparing client data. Document chasing, purchase invoices, reminders and client files. The professional judgement stays with you, and everything runs in an EU environment that belongs to your firm.
- Almost 60%of SME firms report a staff shortage (Exact research 2024, via Accountant)
- Exact OnlineI connect in production, with an alert email for every exception
- Your environmentn8n in the EU, with a data processing agreement
- Since 2021building · KvK 95865101
Book your free assessment
30 minutes online. You always get a short advice report, even when automating does not pay off.
Sound familiar?
Where an accounting firm's hours go
Chasing documents
Reminding clients about receipts, statements and invoices. By email, client by client, again and again.
A peak that gets higher every year
Tax returns and year-end closings arrive at the same time, and good people are hard to find.
Retyping between systems
Data from a portal, an email or an export entered into the software by hand.
Client files that keep growing
Collecting client data for Wwft (Dutch anti-money laundering act) checks and onboarding, without anyone keeping the overview.
How it runs
Document chasing, without anyone having to chase
The client gets a clear request on time. You see per client what has come in and what is still missing.
- Period startsA month, quarter or year begins.
- Request to the clientWith a list of what is needed.
- ReminderNot everything in yet? After an agreed period, a friendly reminder.
- Receive and sortDocuments in the right client file, with date and source.
- Reviewyou decideThe staff member looks at the content.
- Overview per clientWhat is in, what is missing, who needs to act.
Complete and valid files can move on. Missing data, exceptions and professional judgements stay with a staff member.
What I build
Accounting firm automation for the flows that matter at peak time
One scoped process is a quick win, from €750. Build time is usually one to five days per flow. See the pricing page.
Requesting and chasing documents
A request per client and per period, reminders on schedule and an overview of what is missing.
Processing purchase invoices
Read, checked and a booking proposal in the accounting software. The staff member only approves the exceptions.
How it works →Reminders and payment demands
For your clients or for your firm’s own debtors, in the tone of the firm.
Preparing client files
Company data from the KvK and client data ready for a Wwft file. The judgement stays with you.
Connect the KvK API →
Systems
The firm's software stays
Exact Online runs in production with me. Twinfield, Yuki, AFAS, Moneybird and SnelStart I connect through their API.
- Exact Online
- Twinfield
- Yuki
- AFAS Profit
- Moneybird
- SnelStart
- Nmbrs
- Loket.nl
- KvK Handelsregister
Zoho Sign- DocuSign
- SharePoint
- OneDrive
Professional secrecy
Client data in your own environment
n8n runs in an EU environment that belongs to the firm, with a data processing agreement. Every external service involved, such as an AI model, I record in advance: which data goes there, where it is processed and how long it is kept.
For sensitive documents, an open AI model can run on a server of your own, so client data does not leave the firm. How the AI Act and the GDPR come into this is explained in the article on AI, GDPR and your own data.
Proof
What controlled client files look like
Own build · in use
The Audit Desk behind the free assessment
Every assessment request becomes a file with intake, evidence, opportunities and report in one place. A number without a source does not go in.
External client case · maintained since September 2026
WooCommerce and Exact Online, with customer group pricing
For web agency Mercabilis: 14 workflows on a dedicated server with Cloudflare in front. Orders go to Exact, products and prices go back to the shop, and every exception triggers an alert in plain language.
When I advise against it
Not every firm benefits from this right now. Start somewhere else if:
- your clients already deliver their documents through one portal and that works well;
- the firm is about to switch to other accounting software; then connect the new software;
- a process only takes a few hours a month; then the build does not pay for itself.
Frequently asked questions
What accounting firms ask me
Which processes can you automate at an accounting firm?
Mainly recurring work: requesting and chasing documents, processing purchase invoices, reminders and payment demands, preparing period closings and preparing client files. I start with one process that comes back often enough; in the free assessment we work out which process pays off first.
Does it work with Exact, Twinfield and our other software?
Exact Online I connect in production. Twinfield, Yuki, AFAS, Moneybird and SnelStart I connect through their API. If a package has an API or an export, I build on that, without you having to switch.
Is client data allowed to pass through this?
n8n runs in your own EU environment, with a data processing agreement. External services, such as an AI model, I record in advance per service. For sensitive documents, an open model can run on a server of your own.
How quickly is the first automation live?
In days. Build time is usually one to five days per flow, depending on the number of systems. After that, the flow first runs alongside with checks before it runs on its own.
Next
Read on
Automate admin and finance
Invoices, reminders and booking proposals.
Connect the KvK API
Company data automatically from the Dutch Chamber of Commerce register.
Local AI on your own server
AI for sensitive documents, without data leaving the firm.