Can an AI agent replace an accountant’s work?

No. The agents prepare, file, follow up and send reminders. Advice, review and signing stay with you, as your professional order and your clients require.

Do the agents work with my accounting software?

They work with the tools you use every day: email, calendar, client portal and accounting software. Arkhame checks with you what each tool allows before connecting anything.

What happens to my clients’ data?

It stays in your tools. Every access is defined with you, and no message goes out on your behalf without your approval.

In practical terms, what will the agents do in my firm day to day?

They answer routine requests, ask for missing documents, file the documents received, watch GST/QST and instalment deadlines, and prepare your fee invoices. You approve what goes out and keep your time for review and advice.

How is Quebec’s Law 25 complied with?

Before getting started, Arkhame documents with you the personal information the agents process, the tools they can access and the people who can consult it. Your person in charge of the protection of personal information thus has the information they need; the firm’s compliance remains your responsibility.

What if an agent makes a mistake in a reminder or an invoice?

Nothing goes out in your name without your approval: you see every message and every invoice before it is sent, and you can correct them. If a mistake keeps coming back, Arkhame adjusts the agent’s instructions.

Can the agents answer my English-speaking clients?

Yes. They reply in the client’s language, in French or in English, using the template messages you have approved in both languages.

Can we start with a single agent?

Yes. You can start with the one that relieves you the most, for example Documents for following up on missing documents, then add the others once you’re comfortable.

How long does it take to set everything up?

It depends on the agents chosen and the tools to connect. The timeline is set with you after a first meeting, so that the setup doesn’t fall in the middle of tax season.

How much does a team of agents cost?

The cost is set according to your real needs, after a first meeting. It depends mainly on the number of agents and the tools to connect.

Your team

A team of AI agents
for your accounting firm

During tax season, it’s the missing documents and the follow-ups that wear you down. Your agents take care of them, day and night; you keep the advice, the signatures and the relationship with your clients.

What is your line of work?

Your size

How big is your business?

Your team adapts: the number of people, how requests are routed and the estimated time saved.

First choose your line of work, above.

Accountant · Your ready-to-use team

Your team, ready to work

Play a scenario as is, without filling anything in. Or build your team: add agents and name your people.

3 peopleCoordinator4 agents

14h

saved per weekRough estimate, based on the team you build

Your client

Your people They decide

SophieAccountantKeeps: Signs the returns and advises clients
JulieAdministrative assistantKeeps: Approves outgoing messages and welcomes clients
MarcAccounting technicianKeeps: Reviews files before they are signed

The conductorCoordinatorReceives every request, hands it to the right agent and reports back to you. Your only point of contact.

Your agents They prepare, follow up, remind

Front deskAnswers new clients and routine questions, day and night.
DocumentsReceives RL and T slips, files them and spots what’s missing.
DeadlinesTracks GST/QST, instalment and income tax dates, and warns you in time.
InvoicingPrepares your fee invoices and tracks payments.

The foundation: your everyday tools

Email
Calendar
Accounting software
Client portal
Website

Play a scenario

LogSimulation, compressed timing

8:00 a.m.
Deadlines alerts the Coordinator: tax season is starting, 320 files to open.
8:02 a.m.
The Coordinator asks Documents to compare each file with the documents received last year.
8:09 a.m.
Documents spots 200 incomplete files: T4 slips, RL-1 slips, daycare receipts.
8:10 a.m.
The Coordinator drafts the follow-up message and sends it to Sophie for approval.
8:14 a.m.
The 200 clients receive a personalized request with the exact list of their missing documents.
Day 3
134 clients have already sent their documents: Documents files them in each client’s folder.
Day 4
The Coordinator gives Julie the short list of 12 clients to call personally.

The hours counter is an estimate based on typical tasks; your results will depend on your actual volume. Everything can be adapted: this team is a starting point. Your final team is built with Arkhame, around your real needs and your tools.

The same day

Before, and with your agents

8:00 a.m.
Open 60 emails, half of them asking “What else do you need from me?”
10:30 a.m.
Look for a client’s slips in three different inboxes
1:00 p.m.
Call back, one by one, the people who haven’t sent anything
4:00 p.m.
Prepare overdue invoices
8:30 p.m.
Finally review the files… in the evening

8:00 a.m.
AgentThe Coordinator sorted everything overnight: three files need your input
8:15 a.m.
YouYou approve this week’s follow-up in one clickYou can also edit it as needed.
9:00 a.m.
YouReview and advice: your hours go to your clients
2:00 p.m.
AgentDocuments has received and filed 41 documents
5:00 p.m.
YouInvoicing submits today’s invoices; you close the officeYou can also edit them as needed.

What you keep

Agents prepare and follow up. You decide.

No message goes out in your name without your approval. Decisions, advice and your client relationships stay yours.

Tax advice and signing the returns
The relationship with each client
Approval of every message sent on your behalf
Your fees and your business decisions

You will choose their names. At Arkhame, ours are called Oracle, Athéna, Argus…

Meet our team

Frequently asked questions

Your questions

Can an AI agent replace an accountant’s work?
No. The agents prepare, file, follow up and send reminders. Advice, review and signing stay with you, as your professional order and your clients require.
Do the agents work with my accounting software?
They work with the tools you use every day: email, calendar, client portal and accounting software. Arkhame checks with you what each tool allows before connecting anything.
What happens to my clients’ data?
It stays in your tools. Every access is defined with you, and no message goes out on your behalf without your approval.
In practical terms, what will the agents do in my firm day to day?
They answer routine requests, ask for missing documents, file the documents received, watch GST/QST and instalment deadlines, and prepare your fee invoices. You approve what goes out and keep your time for review and advice.
How is Quebec’s Law 25 complied with?
Before getting started, Arkhame documents with you the personal information the agents process, the tools they can access and the people who can consult it. Your person in charge of the protection of personal information thus has the information they need; the firm’s compliance remains your responsibility.
What if an agent makes a mistake in a reminder or an invoice?
Nothing goes out in your name without your approval: you see every message and every invoice before it is sent, and you can correct them. If a mistake keeps coming back, Arkhame adjusts the agent’s instructions.
Can the agents answer my English-speaking clients?
Yes. They reply in the client’s language, in French or in English, using the template messages you have approved in both languages.
Can we start with a single agent?
Yes. You can start with the one that relieves you the most, for example Documents for following up on missing documents, then add the others once you’re comfortable.
How long does it take to set everything up?
It depends on the agents chosen and the tools to connect. The timeline is set with you after a first meeting, so that the setup doesn’t fall in the middle of tax season.
How much does a team of agents cost?
The cost is set according to your real needs, after a first meeting. It depends mainly on the number of agents and the tools to connect.

Teams by line of work

See the team for another line of work

Your privacy

Your team stays in your browser

The first names you type and the team you build stay in your browser for the length of your visit: nothing is sent to or stored on a server (Quebec’s Law 25). They only reach us if you choose to write to us with “I want my team”.