AI for Accountants
AI for accountants that gives you back billable hours
Optello helps accounting and bookkeeping firms automate the repetitive work, from data entry to reconciliations to client queries, so your people spend their time on advisory, not admin.
Ask about our done-for-you, pay-for-success option
Sound familiar?
The work that holds accounting and bookkeeping firms back
These are the repetitive, time-draining tasks AI is genuinely good at removing.
- Hours lost to manual data entry, coding, and bank reconciliations
- Endless client emails and document chasing
- Compliance and reporting that only scales by adding headcount
- Talented staff stuck on processing instead of advisory work
How Optello helps
Practical AI, built around how you actually work
Document & invoice extraction
Pull data from invoices, receipts, and statements straight into your ledger, with a review step built in.
Client query copilot
Draft accurate, on-brand replies to common client questions in seconds, grounded in their file.
Reconciliation assistance
Surface anomalies and suggest matches so reconciliations take minutes instead of hours.
Advisory insights
Turn client data into plain-English insights and proactive recommendations you can bill for.
Practice automation
Automate onboarding, document requests, and deadline reminders from end to end.
What changes for your firm
- Reclaim hundreds of admin hours every year
- Shift the team toward higher-margin advisory
- Onboard new clients faster with far less manual work
Book a free AI strategy call
Tell us about your firm. We'll show you exactly where AI fits and leave you with a concrete next step, no pitch required.
Common questions
- Is our client data kept secure?
- Yes. We design around your confidentiality and data-governance obligations, using private, access-controlled systems, not public chatbots.
- Will this replace our team?
- No. It removes repetitive processing so your people do more of the advisory work clients actually value.
- How quickly can we see value?
- Most firms have a working pilot on a real workflow within weeks, not months.
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