Automations for accountants
Document and proposal generator for accountants
If you run a small accounting firm with around 80 monthly clients, you've probably seen it: clients send receipts and bank statements late, in every format. This document generator takes that job off your plate. Creates proposals, letters and contracts from a template using details you already have.
The problems it takes off your list
- Clients send receipts and bank statements late, in every format.
- Chasing clients for documents eats the week before every deadline.
What it looks like in practice
Say you run a small accounting firm with around 80 monthly clients. After a call you pick the record in HubSpot and click one button. A draft document is ready in Google Drive with names, dates and prices filled in and a short custom section drafted for you to check.
How it works for accountants
Step by step, this is what the document generator does with your clients.
- You fill a short form or pick a record in HubSpot.
- The right template is chosen.
- Details are filled in and AI drafts any custom text.
- A finished document is saved to Google Drive.
- You review and send.
Tools it connects to
You keep working in Karbon, Dext, Google Drive and HubSpot. The document generator sits alongside, built with n8n, Google Docs and OpenAI.
Questions from accounting firms
Does the document generator work with Karbon?
Often, yes. Before building the document generator I check your Karbon account and plan, because some features depend on API access. If there's a gap for your accounting setup, you'll know before you pay anything.
How is client data handled?
For the document generator, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What does the document generator cost to run each month?
Setup for the document generator starts at $400 while the launch offer is on, for accounting firms and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built