Client Onboarding Automation
Turn weeks of back-and-forth into a guided, automated intake that collects everything you need on day one.
AI Automation for Modern Accounting Firms
Automate the busywork. Scale your accounting firm.
ACCUNOVA builds subscription-based AI automation systems that eliminate manual onboarding, document chasing, and admin work — so your team bills more and stresses less.
40+Automation specialists
11Core automation systems
5Regions served
Built for modern accounting, bookkeeping, tax & advisory firms
Compliance-first
Encrypted data flows
CH · US · UK · DE · EU
40+ specialists
24/7 AI coverage
The cost of doing it manually
Manual processes are quietly draining your firm
Every hour spent on repetitive admin is an hour not spent on billable, high-value work. Here is where it leaks.
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Chasing documents eats your weekStaff spend hours every day emailing clients for the same missing files — work that bills nothing.
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Onboarding takes weeks, not minutesManual intake, engagement letters, and data entry stall revenue and frustrate new clients.
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Late payments choke cash flowWithout automated reminders, invoices slip and your team becomes an unpaid collections department.
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Your best people do robotic workSkilled accountants buried in admin can't do the advisory work clients actually pay a premium for.
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Missed calls = missed clientsEvery unanswered enquiry during busy season is a prospect handed to a competitor.
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Growth means more headcountScaling the old way means hiring faster than you can train — squeezing margins and quality.
Core automation systems
One partner. Every workflow your firm runs.
Subscription-based automation systems designed, built, hosted, and continuously improved by our team — so your firm gets outcomes, not another tool to manage.
Document Collection Automation
Automatically request, receive, validate, and file client documents without lifting a finger.
Document Chasing Automation
Polite, persistent reminders go out on autopilot until every missing file lands in the right folder.
Invoice Automation
Generate, send, and reconcile invoices automatically the moment work is delivered.
Payment Reminder Automation
Reduce late payments with smart, scheduled nudges that protect your cash flow and client relationships.
AI Receptionist
A 24/7 AI receptionist answers calls, books meetings, and routes enquiries while your team focuses on billable work.
AI Client Support
Instant, on-brand answers to client questions across email and chat, escalating only when humans are needed.
Workflow Automation
Connect every app in your stack into one orchestrated workflow that runs itself.
n8n Automation Systems
Custom, self-hosted n8n pipelines built and maintained for your firm — flexible, private, and powerful.
Compliance Automation
Automated checks, audit trails, and deadline tracking that keep your firm compliant and inspection-ready.
Custom AI Solutions
Bespoke AI systems engineered around your firm's exact processes, data, and growth targets.
How it works
From manual chaos to a firm that runs itself
A proven, low-disruption rollout that delivers measurable time savings from the very first workflow.
1
Map
We audit your firm's real workflows and pinpoint exactly where hours are leaking.
2
Build
Our specialists design and build your automation systems around your existing stack.
3
Launch
Systems go live in as little as two weeks — with your team fully supported.
4
Optimize
We monitor, maintain, and improve continuously as your firm grows.
ROI Calculator
Calculate Your Accounting Automation ROI
Adjust the inputs to match your firm. See exactly how many hours and how much money you could reclaim every month and year.
Why firms switch
Outcomes your partners will feel in 30 days
Reclaim billable hours
Eliminate the repetitive work swallowing your team's week and redirect that time to revenue.
Predictable cash flow
Automated invoicing and reminders shrink your payment cycle and stabilise income.
Scale without hiring
Take on more clients without adding headcount — automation absorbs the load.
A premium client experience
Fast onboarding, instant answers, and zero dropped balls make clients stay.
Lower risk, full audit trails
Every automated step is logged, compliant, and inspection-ready.
Happier, focused teams
Free your best people from drudgery so they do the work they trained for.
Meet the founder
"I started ACCUNOVA because I watched brilliant accountants spend their days chasing documents instead of advising clients. Automation should give firms their time — and their margins — back. That is the only thing we build."
Results framework
The kind of outcomes automation delivers
These templates show the structure of results we report. Real, named client stories will be published here with permission — we never invent customers.
Client story — coming soon
Bookkeeping firm
Document collection & chasing automation
Workflow improvements: automated requests, validation, filing, and follow-up — replacing manual back-and-forth end to end.
120hours saved / month
83%fewer chase emails
Client story — coming soon
Mid-size CPA firm
Client onboarding automation
Workflow improvements: automated requests, validation, filing, and follow-up — replacing manual back-and-forth end to end.
9xfaster onboarding
40%more clients / quarter
Client story — coming soon
Tax & advisory firm
Invoice & payment reminder automation
Workflow improvements: automated requests, validation, filing, and follow-up — replacing manual back-and-forth end to end.
21days off payment cycle
0missed reminders
Voices of our clients
Built for verified, attributed reviews
We publish only real testimonials from named clients, with consent. These slots are reserved for their words.
Your firm's quote will appear here once we have your permission to publish it. This section is built to showcase verified, attributed reviews — never fabricated ones.
Managing Partner
Accounting firm
Accounting firm
A second client testimonial slot, ready for a real story about hours reclaimed and clients delighted after going live with ACCUNOVA.
Practice Owner
Bookkeeping firm
Bookkeeping firm
A third verified review will sit here, focused on cash-flow and onboarding improvements measured after automation.
Director
Tax & advisory firm
Tax & advisory firm
Who we serve
Purpose-built for finance & accounting practices
Accounting Firms
Bookkeeping Firms
Tax Firms
CPA Firms
Financial Advisory Firms
Professional Services Firms
Subscription plans
Simple, transparent monthly pricing
Pay only for the workflows you need. Add more anytime — and request custom automation whenever your firm needs something bespoke.
Single Workflow
Start with one high-impact automation — most firms begin with Document Chasing.
$49 / month
- 1 automation workflow of your choice
- Document Chasing, Onboarding or Invoicing
- Full setup, hosting & maintenance
- Automated reminders & follow-ups
- Email support
- Live in ~2 weeks
2 Workflows
Automate two core processes and feel the time savings compound.
$80 / month
- Any 2 automation workflows
- Everything in Single Workflow
- Priority support
- Ongoing optimisation
- Workflow performance reporting
All 3 Workflows
The complete core: chasing, onboarding & invoicing on autopilot.
$100 / month
- All 3 core automation workflows
- Everything in 2 Workflows
- AI client support add-on ready
- Full optimisation & monitoring
- Custom automation available on request
Need something custom?
AI receptionist, n8n systems, compliance automation, or a bespoke build around your firm — we tailor it and quote it for you.
Questions, answered
Frequently asked questions
We automate the repetitive, manual work that slows firms down: client onboarding, document collection and chasing, invoicing, payment reminders, reception, client support, compliance tracking, and custom workflows. Everything is delivered as a managed subscription so your team simply sees the busywork disappear.
Software gives you tools; ACCUNOVA gives you outcomes. We design, build, host, and continuously improve the automation systems around your existing stack — so you are not paying for another dashboard your team has to learn and maintain.
Most firms launch their first automated workflow within two weeks. Document chasing and onboarding automations typically pay for themselves within the first billing cycle by recovering dozens of staff hours every month.
Yes. We build with least-privilege access, encrypted data flows, full audit trails, and region-appropriate data handling for firms in Switzerland, the EU, the UK, and the US. Compliance automation is one of our core offerings.
No. Our team of 40+ specialists builds and maintains everything. Your staff interact with simple, familiar interfaces while the automation runs quietly in the background.
ACCUNOVA is subscription-based with Starter, Professional, and Enterprise tiers. Use the ROI calculator above to estimate your savings, then book a demo for an exact quote tailored to your firm size and workflows.
Insights
Latest from the ACCUNOVA blog
Practical guides on automating accounting, bookkeeping, tax, and advisory firms.
Blog
Hello world!
Ready to give your firm its time back?
Book a free demo and we will map exactly where automation can save your team hours every week — no obligation, no jargon.
Talk to us
Book a demo or request a consultation
Tell us about your firm and we will show you exactly what we can automate. Replies within one business day.
WhatsApp
+92 331 2864340
+92 331 2864340
Jaun Hassan
Founder & CEO · 40+ specialists
Founder & CEO · 40+ specialists
Coverage
Serving firms across Switzerland, the US, the UK, Germany & Europe
Serving firms across Switzerland, the US, the UK, Germany & Europe