AI Agents for Accounting Firms | Sevenfold Singapore

80%

of delays: missing documents

15+

hours saved per week

3x

faster client onboarding

5 days

from sign-up to fully live

With Trained AI Agents, Work Doesn’t Pile Up.

Accounting Gets Done. So Does Everything Around It.

Peak filing season doesn't overload accountants with accounting — it overloads them with communication. Document chasing, deadline reminders, onboarding admin, and unanswered enquiries all peak in the same few weeks. Sevenfold's AI for accountants takes over that communication layer entirely, so your team's capacity goes into returns and advice.

Documents collected without chasing

No more last-minute scrambles for bank statements, receipts, and contracts. Automated document request sequences tell clients exactly what to provide, by when, and why — with follow-ups that arrive before your team would even notice the gap.

Deadline reminders sent automatically

No more GST, tax return, and filing deadlines missed because no one sent the reminder. Clients receive structured reminders with everything they need to act — scheduled around your filing calendar without any manual effort.

New client onboarding on autopilot

No more inconsistent first impressions for new clients. Every new engagement triggers a professional welcome sequence — letter of engagement, document checklist, onboarding form, and introduction call booking — handled automatically from day one.

Enquiries and referrals captured year-round

No more new business enquiries going unanswered during peak filing season. Every inbound call, email, and referral is captured and qualified while your team is heads-down on filings — so growth doesn’t stop when capacity is stretched.

…and that’s before we get to everything your AI employees can do…

AI Employees That Make Your Workday Easier.

Give Your Accounting Firm
a Bigger Team.

From first enquiry to engagement, Sevenfold’s AI for accountants answers clients, books meetings, chases documents, and keeps matters moving — while you do the billable work.

AI Receptionist

DESKY

Every call answered instantly
clients questions answered confidently
Meetings booked automatically
Urgent matters escalated fast
After-hours enquiries captured

Explore AI Receptionist →

AI Lead Generator

MAX

New leads followed up instantly
Quotes chased until answered
Lapsed clients re-engaged automatically
Referrals requested on time
Pipeline kept moving daily

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AI Social Media Manager

BUZZ

Posts published every week
On-brand images generated
Reviews turned into posts
Local updates build authority
Seasonal campaigns kept consistent

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AI Executive Assistant

BOSSIE

Inbox cleared every morning
Calendar managed end-to-end
Meeting notes captured automatically
Admin backlog cleared quietly
Junk mail filtered out

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AI Sales Executive

SALLY

Enquiries qualified before handover
Follow-ups made on time
No-shows rebooked automatically
Warm leads converted faster
Every prospect answered fast

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AI Support Manager

SAGE

Support questions answered 24/7
Tickets triaged by urgency
Replies drafted for approval
Complaints escalated to you
Every client kept informed

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AI SEO Content Writer

INKY

Blog posts written weekly
Local rankings improved steadily
Service pages kept fresh
FAQs turned into articles
AI-search visibility optimised

Explore AI SEO Content Writer →

Ready to multiply what your team can do?

Get Started

How Client Communication Flows
A Day With Your AI Team

From first enquiry to filed return — how the communication actually runs.

Calls, documents, deadlines, and onboarding — every client touchpoint handled on a schedule, instead of whenever someone finds a spare hour.

Answered in the busiest week of the year

Unlimited simultaneous calls mean a peak-season enquiry surge never beats your phone line. Prospective and existing clients are answered 24/7, in 100+ languages, while your team stays heads-down on filings.

Documents requested, chased, consolidated

Every engagement carries a checklist. Clients are told exactly what to provide and by when, chased automatically at 48 hours and again at five days, and you’re notified as each file lands — consolidated and ready to work on, not scattered across an inbox.

Deadline-critical items escalated to your team

When a client’s situation threatens a filing deadline — documents still missing days before filing, or an urgent issue flagged in a reply — the matter escalates straight to the responsible accountant instead of waiting in a queue until someone reads the thread.

A missed discovery call is a missed annuity

An accounting client isn’t a single sale — it’s years of recurring engagements and referrals. Every enquiry becomes a booked discovery call with confirmations and reminders, and every no-show gets a rebooking follow-up, so long-term clients aren’t lost to one busy week.

You set the schedules — reminder timing, chase frequency, and what escalates — during onboarding. The sequences run themselves from there.

A peak-season day at the firm, without the communication overload.

The returns still take expertise. Everything wrapped around them stops consuming your team. Here’s a typical day in the busiest stretch of the year.

8:10 AM

Overnight submissions logged

Three clients uploaded documents overnight in response to yesterday’s chasers. Each is checked off against its checklist — one client still missing a rental statement receives a follow-up naming exactly that item.

9:30 AM

A new client, referred mid-rush

A referred business owner calls wanting to switch firms before year-end. Their details and business structure are captured, a 20-minute discovery call is booked, and the welcome sequence — engagement letter, questionnaire, document checklist — is sent before the call ends.

11:45 AM

Deadline reminders go out

Every client with a filing due in the next fortnight receives a structured reminder listing what’s still outstanding. Your team wrote none of them.

2:20 PM

An escalation, not a surprise

A client replies that their business records were lost in a software failure. The thread is flagged and escalated to the responsible accountant within the hour — not discovered in the inbox a week before the deadline.

4:00 PM

Referral partners kept warm

A quarterly update goes out to your network of financial planners, brokers, and lawyers. Two reply — one with a new client referral attached.

7:30 PM

The office is closed; the pipeline isn't

An evening enquiry about business advisory comes through the website. It’s answered immediately, qualified, and booked as a discovery call for next week.

Getting Started

From sign-up to handling client communication in 5 days.

No technical knowledge required. Your onboarding manager handles every integration and briefing — you just answer questions about your services, clients, and filing calendar.

Brief your AI team

Share your service offering, client types, filing calendar, and communication preferences. Done in a guided session with your onboarding manager.

~2–3 hours

Connect your tools

Link your practice management software, calendar, email, and social accounts. Your onboarding manager handles every integration.

~1 business day

Set your deadline and document sequences

Define your reminder schedules for GST, tax returns, and annual reviews. Your client communication calendar runs itself from here.

30 minutes

Go live

Your AI team starts managing client communication, chasing documents, and sending reminders immediately. Monitor performance from your dashboard.

Ongoing support included

Why Choose Sevenfold

Why accounting firms choose Sevenfold’s AI for accountants over hiring another admin.

Collects documents automatically — so filings aren’t delayed by clients who forget

Document chasing is the biggest capacity drain during tax season. Sevenfold sends structured requests and follow-ups automatically, so your team spends their time preparing returns — not sending reminder emails.

Sends every deadline reminder on time — without your team lifting a finger

GST, tax return, and filing deadlines require consistent client communication. Sevenfold manages your entire reminder calendar automatically, ensuring clients are informed and prepared without burdening your team.

Onboards new clients professionally — even when the team is at full capacity

First impressions matter in accounting. Sevenfold delivers a consistent, professional onboarding experience for every new client — welcome sequence, engagement letter, and document checklist — regardless of how busy the team is.

Captures new business enquiries year-round — not just when you have time to answer

Growth shouldn’t stop during tax season. Sevenfold answers every enquiry and books every discovery call even when your team is heads-down on filings — so your pipeline keeps filling while your accountants focus on their work.

Desky, Sevenfold's AI Receptionist mascot, is in the photo

Integrations

Connects to your practice tools — no IT team required.

Sevenfold connects to your practice management software, calendar, email, and social accounts — no IT team required. That includes the tools accounting firms use every day: Microsoft Outlook and Outlook Calendar, Gmail and Google Calendar, Calendly or Microsoft Bookings for discovery calls, Microsoft Teams and Slack internally, LinkedIn for referral visibility, and CRMs such as HubSpot and Zoho CRM — while Zapier and Make open up thousands of further connections. Your onboarding manager handles every integration, typically within one business day.

Sevenfold works here too

AI employees trained for different industries and ways of working.

AI Agents for Law Firms

Intake, enquiries, and consultations, streamlined.

AI Agents for Recruitment Agencies

Candidates and clients, followed up fast.

AI Agents for Insurance Brokers

Renewals, claims calls, and reviews, covered.

AI Agents for Professional Services

Client comms and admin, off your plate.

Questions and Answers

Everything you need to know.

Does Sevenfold integrate with Xero Practice Manager, MYOB AE, or HandiSoft?

Sevenfold’s AI for accountants works alongside your existing practice management software, so you don’t have to migrate anything to get started. Onboarding briefs your AI team on your service offering, client types, and filing calendar — the same grounding a new team member would need — and connects to the channels your firm already uses: calendar, email, phone, and website. Client replies, booked meetings, and submitted documents flow back to your team through those channels, so nothing about your working files or workflow changes. Most firms are fully live within 3–5 business days, with your onboarding manager handling the setup end to end. Integration compatibility for your specific platform is confirmed during onboarding, before anything goes live — you’ll know exactly how it fits your stack on day one.

Can Sevenfold send tax filing deadline reminders and GST notifications to clients?

Yes. Deadline communication is one of the first things firms automate, because it’s high-stakes and completely repeatable. Your AI Executive Assistant is briefed on your full filing calendar and sends structured reminders ahead of each deadline — what’s due, what the client needs to provide, and how to send it. You set the schedule: for example, a first reminder four weeks out, a second at two weeks, and a final notice in deadline week, each listing the client’s outstanding items. Sequences pause automatically once a client has submitted, so nobody is chased for documents you already hold. During your busiest periods, this is the difference between the team sending hundreds of manual reminder emails and sending none — a large share of the 15+ hours a week firms save in peak filing season comes from exactly this.

How does document collection work?

Document chasing follows a simple loop: request, remind, consolidate, notify. Your AI Executive Assistant sends each client a personalised request with a clear checklist — bank statements, receipts, contracts, whatever the engagement needs — tied to its filing deadline. If nothing arrives within your set timeframe, follow-ups go out automatically, each referencing only the items still missing. When a client submits, you receive a notification and their files are consolidated and ready for your team to action. Consider the classic mid-season scenario: twelve clients missing documents with deadlines approaching. Manually, that’s a dozen chase calls your team has no time for. Automated, every client is chased on schedule — and since 80% of document delays happen simply because clients don’t know what to provide or when, a clear checklist and a timely nudge removes most of the problem outright.

Will clients know they're communicating with an AI?

Your AI employees communicate in your firm’s voice — professional, knowledgeable, and client-focused. Many firms introduce their AI team as their client services team. You choose your disclosure approach; most clients respond positively to prompt, helpful responses regardless of how they’re delivered.

Can Sevenfold manage communication with our referral partners as well as clients?

Yes. MAX maintains scheduled communication with your referral network — financial planners, mortgage brokers, solicitors, and other professionals who send business your way. You define the contact frequency and content type, and MAX handles the outreach consistently.

How long does setup take?

Most firms are fully live within 3–5 business days. Your onboarding manager handles all integrations and works through your briefing step by step — covering your service offering, client types, filing calendar, and communication style. No technical knowledge required.

Why is Sevenfold a good fit for Singapore accounting businesses?

Accounting firms in Singapore hit the same wall every filing season — client calls, document chasing and deadline queries arriving faster than the team can respond. Sevenfold fits practice workflows: calls answered, appointments booked, documents chased, and GST and tax filing reminders sent on schedule. Sevenfold also operates infrastructure across Singapore, Australia, Europe and the US — having infrastructure closer to your customers and team can help reduce network latency, which is particularly relevant for real-time AI phone conversations.

How can Sevenfold help a busy accounting business in Singapore?

Sevenfold answers client calls, books appointments, chases outstanding documents, and sends filing deadline reminders — while your accountants stay focused on client work. It can be configured around your firm’s processes, terminology and compliance calendar.

Your AI Team