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AI automation for accountancy and bookkeeping firms

Dozens of company files, paperwork that arrives late and checks that are the same every month.

Those hours go into the conversation with the client about the figures, instead of into gathering them.

5automations that make the difference
Accountancy and bookkeeping firms

Altramano is the AI workplace for accountancy and bookkeeping firms: you connect your mail, your planning and your accounting, and ask in plain language for what you need. Automations, AI agents and apps do the work in between, in your own environment and within the limit you set.

The work is in the collecting, not in the judging.

You just ask for it

This is how it sounds at an accountancy firm. You ask in plain language for what you need. Altramano takes care of it, within the limit you set.

  • Something comes in

    “Set up every new client.”

    Automation
  • Invoices

    “Make a submission list per client from the month's receipts.”

    AI agent
  • Follow-up

    “Answer client questions from our own knowledge.”

    AI agent + Company Brain
  • An app alongside

    “Put clients, files and deadlines in one app.”

    App

In your Company Brain: your work programme per service, the deadlines and your standard texts. Everything above sticks to it.

What is the Company Brain?

± 4 hours a week per member of staff on chasing paperwork

A quarterly VAT check in the Studio

Now

The VAT return is checked by hand for unusual ledger accounts and rates.

With Altramano

The Studio fetches the entries per company file, checks the rates and the anomalies and delivers a report per client with the anomalies in it.

BenefitA report per client with the anomalies.
Integrations · LimitExact Online or Visma eAccounting, StudioLimit: runs by itself; you can look back at everything in Runs.

One assignment across all company files

Now

An overview across all clients means logging into every company file.

With Altramano

You give one assignment — outstanding items older than 60 days — and get an outcome per company file plus one merged table. The Studio says by name which company file it is using.

BenefitFrom half a day to a quarter of an hour.
Integrations · Limitseveral sets of books in your accounting packageLimit: runs by itself; you can look back at everything in Runs.

Setting up a new client

Now

A new client means a checklist, creating folders, arranging access and sending mails.

With Altramano

A form starts the setup: folders, tasks, a welcome mail and the authorisation requests, all in your tone and once approved.

BenefitFolders, tasks and welcome mail from a form.
Integrations · Limitform, SharePoint or OneDrive, mailboxLimit: comes to you first by default.

Answering client questions from your own knowledge

Now

The same questions about VAT, absence and deductions are worked out from scratch every time.

With Altramano

An AI agent looks the answer up in your own procedures and earlier replies, with the source named, and prepares a draft. The member of staff judges it and sends.

Saves, estimated± 2 hours a week; consistent answers.
Integrations · LimitSharePoint or OneDrive, mailboxLimit: comes to you first by default.

Figures without an evening in Excel

"Show me, per client, which items are older than 60 days." You get a table per company file and one merged dashboard, with the calculation readable alongside.

AI agents for accountancy and bookkeeping firms

  • Purchase invoice processor

    Reads the purchase invoices in your mailbox and sets them up in your accounting package, for approval.

    Saves, estimated: ± 2 hours a week
  • VAT preparer

    Prepares the quarterly VAT overview and the deviations for your bookkeeper; the return itself it does not file.

    Saves, estimated: ± 15 minutes a week
  • Client documents requester

    Requests the missing documents from your clients for the annual accounts or the return and reminds them until everything is in.

    Saves, estimated: ± 3 hours a week in the season
All AI agents

What runs on its own in your industry

Free scan · 5 questions

Choose your industry and your department. You see straight away which task we would take over first, and what that saves you per week.

What kind of company do you have?
Another industry →

Installation companiesConstruction and contractorsAccountancy and bookkeeping firmsWholesaleTransport and logistics

Where does most of the work sit?

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
11 sjablonen voor salesTake the free scan

Work orders from the mail into the planning

Nu

Requests and work orders come in as mail or PDF and are retyped into the planning by hand.

Straks

Every new mail with a work order is read, the details (address, customer, fault, requested date) are put into the planning or a table and the planner gets a notification.

Limit: comes to you first by default.

Saves, estimated

± 3 hours a week

and no retyping errors in addresses and dates

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
9 sjablonen voor management and officeTake the free scan

Recording additional work from the site

Nu

Additional work is agreed verbally and only missed at the final settlement.

Straks

The site manager sends a photo or a few lines through a form or WhatsApp; an additional-work letter is prepared in the house style, for the project lead's approval and then the customer's.

Limit: comes to you first by default.

Saves, estimated

± 1 hour a week per project

Additional work that would otherwise not be invoiced

Choose a department

13 sjablonen voor administration and financeTake the free scan
26 sjablonen voor reporting and analysisTake the free scan
8 sjablonen voor knowledge and researchTake the free scan

A delivery list per client from the month's receipts

Nu

Staff mail clients for missing receipts and keep track of it in a spreadsheet.

Straks

Per company file it works out which receipts and bank statements are missing; the client gets a friendly list by mail, in your tone, once you have approved it.

Limit: comes to you first by default.

Saves, estimated

± 4 hours a week per member of staff on chasing paperwork

Choose a department

9 sjablonen voor webshop and paymentsTake the free scan
13 sjablonen voor administration and financeTake the free scan
11 sjablonen voor salesTake the free scan

Orders from the webshop into the books

Nu

Webshop orders are entered into the accounting package as invoices by hand.

Straks

Every new order in Shopify or WooCommerce is entered into Exact, Visma or AFAS as a sales order or an invoice, and the payment is matched to it.

Limit: runs by itself; you can look back at everything in Runs.

Saves, estimated

± 5 hours a week

no double entry

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
9 sjablonen voor documents and communicationTake the free scan

Transport orders from the mail into the planning

Nu

Orders come in as mail or PDF and are retyped into the planning board.

Straks

Every order is read (loading address, unloading address, time window, reference), put into the planning or a table and confirmed to the customer once approved.

Limit: comes to you first by default.

Saves, estimated

± 4 hours a week on planning

One workspace

Everything in one place.

What you see on this page happens in one place. You ask the Studio, automations and AI agents do the work, and what your systems cannot do, you add with an app. Everything works with your Company Brain and with the systems you already have.

Start with what you need now. The rest is already included.

See what is in each tier

You set the limit

What falls within it runs by itself. What falls outside it comes to you first.

For example: it books invoices under €1,000 straight through; above that, they come to you first. You choose that amount yourself. You can look back at everything that has happened.

Frequently asked questions

Can we do this with client data?

Every company file stays in your own environment in Amsterdam. If the data has to stay in the EU, Altramano only uses providers that process in the EU. You set the limit: what goes to clients can always come to you first. You can look back at every run.

How does Altramano handle multiple company files?

It knows which company file sits behind which integration (name, chamber of commerce number) and runs one assignment across all of them, with its own outcome per company file.

Does AI judge the annual accounts?

No. Altramano collects, checks for anomalies and prepares. The judgement stays with the accountant.

What if the AI makes a mistake?

You set the limit. Above it, it comes to you first, and you can look back at everything.

Is this yet another system?

No. Your systems stay. Altramano does the work between them, and builds what you are missing.

Last updated:

Want to see how this works for you?

In a 30-minute demo we run one of these five on your own systems.