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.
Done-for-you available: hit the goal or you pay nothing
Sound familiar?
The work that holds accounting and bookkeeping firms back
These are the repetitive, time-draining tasks AI is genuinely good at removing.
- Month-end nights re-keying invoices a machine should be handling
- The same client questions answered one email at a time, every quarter
- Compliance work that only grows by hiring more people
- Qualified accountants doing data entry while advisory work waits
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 business
- 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 business. 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.
Prefer the full picture? Explore everything Optello does →