Tax season shouldn’t mean chasing clients for receipts at midnight. Borgfy builds AI agents for accounting firms, CPAs and financial services teams that collect documents, read invoices and receipts, answer client questions and prepare first-draft reports.
No tech team needed · Live in 1–3 weeks · You own everything we build
AI agent live in
1–3 wks
What we hear from accounting & finance owners and managers every week.
“We spend weeks chasing clients for documents.”
Missing paperwork stalls every engagement.
“Invoices and receipts are keyed in by hand.”
Data entry eats billable time.
“Clients email the same questions every week.”
Partners answer routine questions instead of advising.
“Month-end reporting is a scramble.”
Reports are assembled manually from many sources.
Each one is built around your business, trained on your information and connected to the tools you already use.
Requests, collects and organises client documents with automatic reminders until everything is in.
Reads invoices and receipts and posts them to QuickBooks or Xero with a review step.
Answers routine client questions about deadlines, documents and status, 24/7.
Matches transactions and flags exceptions for an accountant to review.
Prepares first-draft monthly reports and summaries from your data.
Guides new clients through engagement letters, forms and setup.
Chasing documents by email
Automatic requests and reminders
Receipts keyed in by hand
Documents read and posted for review
Partners answering routine emails
Clients answered instantly
Month-end scramble
First-draft reports ready
You run the business. We handle everything technical — from the first call to keeping it running.
Tell us how your business runs and where the time goes. No tech talk — we ask the questions.
We set up the AI agent on the tools you already use, trained on your services, prices and policies.
It runs alongside your team on real leads, calls and paperwork until you trust it.
Switch it on. We monitor it, keep it sharp, and you own everything we build.
Remote team, US virtual office in Atlanta, live calls on your time zone.
- Walt Disney
Plain answers, no jargon.
AI agents collect and organise client documents, read invoices and receipts into QuickBooks or Xero, answer routine client questions, flag reconciliation exceptions and prepare first-draft reports — giving your team back time for advisory work.
Yes. We sign an NDA, restrict access, use configurations where your data is not used to train AI models, and keep accountants in control of every posting and report.
Yes. We connect AI agents to QuickBooks and Xero, plus client portals, spreadsheets, email and document storage.
No. You explain how your business works in plain language and we handle everything technical — building, connecting your tools, testing and looking after the AI agent once it is live.
Most AI agents go live in 1 to 3 weeks: a free call on day one, a working agent in the first week, and a test period on real work before it takes over.