Built with you. Managed with you.
An AI agent for accounting and bookkeeping firms.
In tax season, much of the work is chasing documents. Be Human builds an AI agent that requests what each client owes you, tracks what is missing and books meetings, so your team can work on the returns.
Where the time goes today
Clients send documents late and in pieces.
Staff spend hours on reminder emails.
Meeting scheduling takes several messages per client.
How it works
We build your document checklists per client type with you.
The agent requests documents, tracks what arrived and what is missing, and organizes them in Drive.
It drafts reminders before deadlines and books meetings on your calendar.
What you get
Document checklists per client type.
Missing document tracking per client.
Reminder drafts by deadline.
Meeting scheduling on Google Calendar.
You decide what the agent may do and when it must ask. We set it up, then monitor, maintain and improve it after launch, as part of a managed implementation.
Questions owners ask
Will it prepare returns?
No. It handles document collection and communication. Preparation and review stay with your team.
How are client documents protected?
We decide storage and access with you and keep the agent limited to what collection needs.
When should we set this up?
Before the season starts, so the checklists are ready when clients begin sending documents.