Document collection
Requests, reminders, and filing for the slips, statements, and receipts your team waits on.
Learn more →Seven workflows we automate for accounting firms, each built on the QuickBooks Online or Xero setup you already use. Start with the one that costs your team the most time, and we test it with your team before it goes live. If you're not sure which one fits, that's what the free time audit is for.
Requests, reminders, and filing for the slips, statements, and receipts your team waits on.
Learn more →Unclear items pulled from your books and sent to clients as plain-language questions.
Learn more →Receipts and statements moved from inboxes and folders into your books, ready to review.
Learn more →Welcome emails, paperwork, and setup steps that run the same way for every new client.
Learn more →Invoice reminders and payment follow-ups for your firm's own fees.
Learn more →Close checklists, statement requests, and report pulls that run on schedule.
Learn more →Organizers, questionnaires, and checklists that go out on time and come back complete.
Learn more →Tell us what your team repeats, and we'll say honestly whether it's worth automating. We work with Make, Zapier, or n8n, whichever fits your firm. When no-code tools hit their limits, we write custom code.
Four steps. No new software for your team to learn.
A 30-minute call where we walk through your week and find where the hours go.
What we'd automate, which tools we'd use and what it costs, agreed before any work starts.
Built on your QuickBooks Online or Xero setup and tested against your real workflows before it goes live.
We walk your team through it. Once it's paid for, the code is yours, documented and handed over.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.