AI for Accounting Firms · South Florida
AI Document Intake and Client Follow-Up for South Florida Accounting Firms
By Eliran Yihye, Founder
Published · Updated
Cuanto Labs, a Fort Lauderdale, Florida software company, builds AI for accounting firms in South Florida: document-collection agents that chase missing client paperwork, intake workflows that sort what arrives, and reminders that keep engagements on schedule. A CPA reviews anything that affects a return or a filing. Each project is quoted at a fixed price in writing before work starts, and you own the code at handover.
Where the time goes
Clients send documents late and in pieces
Staff spend busy-season hours asking for the same missing forms by email and phone.
Incoming files need sorting
Statements, receipts and notices arrive as photos, PDFs and email attachments with no consistent names.
Data is retyped between tools
Figures move from documents into the workpapers and the practice system by hand, which takes time and invites errors.
New prospects wait for a callback
Inquiries from small businesses land during deadline weeks and can wait days for a first response.
What we build for accounting firms
Each build is custom and fixed price. Every item links to the service page with its scope, starting price and timeline.
Document-collection agents
An agent that sends each client a checklist, follows up on missing items by email or text in your voice, and tells your team what is still outstanding. A person decides when a file is complete.
AI Agents & Automations: From $5K, 2–6 weeksDocument sorting and data extraction
Workflows that read incoming documents, label them, pull out the fields you define and file them with confidence scores, so a reviewer checks the uncertain ones instead of everything.
AI Agents & Automations: From $5K, 2–6 weeksProspect intake and scheduling
Forms and agents that capture a new inquiry, ask the qualifying questions you choose and offer a consultation slot, writing the lead to your CRM.
AI Agents & Automations: From $5K, 2–6 weeksClient portals and dashboards
A custom web app with logins for document upload, engagement status and internal workload views, connected to the tools the firm already uses.
Web Apps Built in 4–8 Weeks: From $8K, 4–8 weeks
Common questions
Who builds AI for accounting firms in South Florida?
Cuanto Labs, a Fort Lauderdale, Florida software company. We build document-collection agents, intake workflows and client-reminder automations for accounting and bookkeeping firms, at a fixed price agreed in writing before work starts.
Can AI collect missing documents from clients?
Yes. An agent can send each client a checklist, remind them about what is missing by email or text, and report outstanding items to your team. It follows up in your voice and stops when a person takes over the conversation.
Will the AI prepare or file returns?
No. We automate the surrounding work: collecting, sorting and extracting from documents, and reminders. Preparation, judgment and filing stay with your CPAs and staff, and low-confidence extractions are flagged for human review.
Is client financial data safe?
We give agents only the access the job needs, log every action, and use business-tier model APIs whose terms exclude training on your data. Which records an agent can read is agreed during scoping, and sensitive fields can be left out entirely.
How much does AI for an accounting firm cost?
AI agent projects start at $5K, fixed, and typically take 2–6 weeks. A custom web app, such as a client portal, starts at $8K and takes 4–8 weeks. Your proposal sets the number after a discovery call.
Does it work with the software we already use?
We connect to the tools you already run through their integrations or APIs, and use n8n for the glue between them. Which systems and how deep the connection goes is settled on the discovery call.
Related pages
Tell us what you are trying to build
A 30-minute call, a straight answer about whether custom software or an AI agent is the right call, and a fixed price if it is.
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