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Workflow automation for accounting firms in Surrey.
Accounting and bookkeeping firms in Surrey can hand the repeat admin to automation: document collection, transaction follow-up, and receipt data entry. We build each workflow on the QuickBooks Online or Xero setup you already use, test it with your team before go-live, and hand it over documented, so your staff can focus on client work.
A Surrey firm's weekExample automationsAll caught up- Document requests sentWith an upload link
- Transaction questions answeredReady for review
- Slips filed to client foldersTax season intake
- Outstanding list updatedFor your team
Self-hosted on AWS in CanadaQuickBooks Online or Xero
Why a local team
Built in BC, for BC firms.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Made for Canadian tax season
Checklists and reminders built around the slips and deadlines your clients actually deal with.
What we automate for Surrey firms
All services →Document collection
Requests, reminders, and filing for the slips, statements, and receipts your team waits on.Uncategorized transaction follow-up
Unclear items pulled from your books and sent to clients as plain-language questions.Receipt and bank statement data entry
Receipts and statements moved from inboxes and folders into your books, ready to review.Client onboarding
Welcome emails, paperwork, and setup steps that run the same way for every new client.Billing and collections
Invoice reminders and payment follow-ups for your firm's own fees.Month-end close
Close checklists, statement requests, and report pulls that run on schedule.Tax season intake
Organizers, questionnaires, and checklists that go out on time and come back complete.
Questions from Surrey firms
How do we get started?
Book a free 30-minute time audit. We walk through your week, your busiest season, and the tasks your team repeats, then point out what's worth automating first. If there's a fit, you get a written plan and a fixed quote before any work starts.
Is automation worth it for a small bookkeeping practice?
It can be, if your team repeats the same tasks every week. Do the maths: if someone spends a few hours a week chasing documents, that time adds up over a year. The time audit is free, so you can find out whether a first workflow pays for itself before you spend anything.
Who owns the automations you build?
Your firm does. Once it's paid for, the code is yours, documented and handed over, with no licence fee to keep using it. Your own team, or another developer you choose, can run and change it later without us if you ever need to.
Do our clients have to change anything?
Very little. Clients get clear requests in your firm's name, with an upload link or a short list of questions they can answer from a phone. We test every step from the client's side before go-live, so the first request they see already works.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.