Use case
Accounting & bookkeeping
Client chasing eats the day. Inbox triage falls to the most senior person in the firm.
Where we'd start
Recommended first agent
Inbox Ops + Client Chasing. The narrowest workflow that consistently moves a metric you'll feel within four weeks.
Workflow
How the agent runs.
Each step is logged and reviewable. Outbound actions wait for human approval.
Triage
Inbox sorted by urgency, type, and client.
Draft
Replies and chase emails drafted from firm templates.
Approve
Bookkeeper or partner approves before send.
Track
Outstanding items tracked and escalated on schedule.
Report
Weekly digest of what's outstanding and what shipped.
Approval queue
What approval looks like.
Every outbound action surfaces here first. Approve, edit, or reject in one tap.
Approval queue · pending
Awaiting approvalDraft
Draft chase email to Acme Holdings · BAS supporting docs outstanding 9 days
Hi Acme team, just a friendly follow-up — we're still waiting on the BAS supporting docs for the March quarter (now 9 days outstanding).
If you could send through the bank statements and the two outstanding supplier invoices, we can finalise and lodge this week.
Happy to jump on a quick call if anything's blocking it on your end.
Generated 2 min ago · Inbox Ops + Client Chasing Agent · Bedrock claude-sonnet (syd)
Outcomes
What clients feel within weeks.
Indicative ranges based on engagements to date. Your numbers depend on baseline.
Inbox time
↓ 5–10 hrs/wk
Chase response rate
↑ via consistent cadence
Partner focus time
Restored
See if this fits your business.
A 15-minute audit will tell you whether Accounting & bookkeeping workflows are a fit for AAO.