AI for Accounting Firms

Accounting firms spend an enormous amount of time chasing clients for documents, tracking compliance deadlines, and sending reminders. These repetitive tasks eat into billable hours and create bottlenecks during busy periods like BAS and tax season. Sprigr Team gives you agents that carry the administrative load, tracking what each client has sent, watching deadlines, drafting reminders, and reconciling against Xero, so your accountants can focus on advisory work.

This guide covers the most common ways accounting firms use Sprigr Team, with practical workflows you can set up in your own workspace.

Key use cases

Document collection

Missing documents tracked per client. Your agent reads what arrives, logs it, and drafts the follow-ups so your team sends them in one batch.

Deadline management

Compliance deadlines tracked and managed proactively. Your agent monitors upcoming due dates and ensures nothing slips through the cracks.

Client reminders

Personalised reminders drafted at the right time. Your agent prepares nudges about upcoming deadlines, outstanding invoices, and missing information for your team to send.

Report generation

Status reports and client summaries generated automatically. Your agent compiles data from across your systems into clear, actionable reports.

Document collection workflow

Chasing clients for documents is one of the biggest time drains in accounting. During BAS periods, your team might send hundreds of emails requesting bank statements, receipts, and invoices. Sprigr Team does the tracking and drafting; your team sends.

How it works:

1. BAS period triggers the workflow

   At the start of each BAS period (or any compliance deadline), a scheduled task triggers your agent to begin the document collection process for all relevant clients.

2. Agent drafts the request for each client

   The agent drafts a personalised email to each client listing the specific documents required, pulling the client’s name, entity details, and document checklist from your knowledge base. Your team reviews the batch and sends it from the firm’s mailbox.

3. Agent tracks responses

   As clients reply, the threads sync into the Sprigr Inbox. The agent logs what has been received and what is still outstanding in a client collection, classifies attachments by type, bank statements, receipts, invoices, payroll records, and files them to the client’s folder in Drive or SharePoint.

4. Agent drafts follow-ups on missing items

   For clients who have not responded, the agent drafts follow-up reminders at intervals you define, for example, after three days, then again after seven days. Each reminder lists only the still-outstanding documents. Your team sends them.

Try asking your agent

“Start the Q3 BAS document collection. Draft an email to each client on the active list requesting their bank statements and expense receipts for July through September.”

Tip

Use directives to set escalation rules, such as “If a client has not responded after three reminders, notify their account manager directly.”

Deadline management

Missing a compliance deadline can mean penalties for your clients and reputational damage for your firm. Sprigr Team helps you stay ahead of every deadline with proactive monitoring and reminders.

How it works:

1. Compliance calendar setup

   Upload your compliance calendar to a knowledge base: BAS due dates, tax return deadlines, payroll tax lodgements, annual review dates, and any client-specific deadlines.

2. Agent monitors upcoming deadlines

   A scheduled task runs daily, checking for deadlines approaching in the next 7, 14, and 30 days. The agent identifies which clients are affected and what preparation is needed.

3. Agent sends proactive reminders

   The agent notifies your team about upcoming deadlines with a status summary: which clients are ready, which are waiting on documents, and which need attention. It drafts client-facing reminders for your team to send where appropriate.

4. Agent tracks completion

   As lodgements are completed, the agent updates the status. At any point, you can ask the agent for a snapshot of where things stand across all clients and deadlines.

Try asking your agent

“Show me all BAS deadlines in the next 14 days. Which clients still have outstanding documents, and which are ready to lodge?”

Client communication

Beyond document collection and deadlines, your agent drafts the routine client communication that keeps relationships strong but takes time away from higher-value work. Your team sends from the firm’s mailbox.

Common drafted communications:

1. Appointment reminders

   Before scheduled meetings, the agent drafts a reminder for each client with the date, time, and any documents they should bring or have ready.

2. Status updates

   When a tax return or BAS is lodged, the agent drafts the client confirmation with the key figures and next steps. Your accountant checks the figures and sends.

3. Invoice follow-ups

   For outstanding invoices in Xero, the agent drafts polite payment reminders at intervals you define, with the invoice details and payment link.

4. Seasonal outreach

   At key points in the financial year, the agent drafts client updates (end-of-year tax planning tips, superannuation contribution reminders, or changes to tax legislation that affect them) for a partner to review and send.

Try asking your agent

“Draft a reminder for each client with a Xero invoice outstanding over 30 days. Include the invoice number, amount, and the payment link.”

Report generation

Your team spends hours compiling status reports, client summaries, and internal updates. Sprigr Team can generate these reports automatically by pulling data from across your systems.

Common reports your agent can generate:

• Client readiness reports: Before a BAS or tax deadline, the agent compiles a summary of which clients are ready to lodge, which are waiting on documents, and which need follow-up.
• Outstanding document reports: A list of all clients with missing documents, grouped by urgency, with the date of the last reminder sent.
• Fee and billing summaries: A summary of outstanding invoices, overdue payments, and upcoming fees across your client base, read from Xero.
• Weekly team updates: A digest of completed lodgements, new client enquiries, and upcoming deadlines for the week ahead.

You can schedule these reports to be generated and delivered via email or Slack on a recurring basis using scheduled tasks.

Try asking your agent

“Generate a weekly report showing all clients with outstanding BAS documents, sorted by deadline. Include the date of the last reminder for each client.”

Getting started

Connect your tools in about an hour; the first workflow takes minutes. Here is the recommended order:

1. Create your workspace and complete onboarding.

2. Upload your compliance calendar and document checklists to a knowledge base so your agent knows what to request and when.

3. Create your first agent: start with a document collection agent that tracks responses and drafts the chasers. See Creating Agents.

4. Connect your mailbox and accounting: install the Google Workspace or Microsoft 365 app so client email syncs into the inbox, and the Xero app (see Integrations) for invoices and payments.

5. Set up scheduled tasks: create scheduled tasks for deadline monitoring and automated follow-up sequences.

6. Build escalation workflows: create workflows that notify account managers when clients are unresponsive or deadlines are at risk.

Next steps

• Quick Start: Create your first agent.
• Workflow Templates: Pre-built workflow patterns for document collection, reminders, and escalation.
• Learn more about AI for Accounting: See the full landing page for accounting firm automation.