AI automation services / Accountants
AI Automation for Accountants and Bookkeeping Firms
Accounting and bookkeeping firms lose hours on repetitive client chase, document collection, and status updates. Pineapples ships agentic workflows that run those loops with human approval where numbers matter. Start with one process in a $4,900 pilot so the firm sees production results before a multi-workflow build.
AI automation for accountants usually means workflow agents that collect documents, chase invoices, draft client updates, and prep recurring reports, with a human in the loop for review. Pineapples ships one production workflow in 7 business days for a $4,900 fixed pilot, then scales to full builds when the first process proves out.
Where accountants lose time
- Staff time burned on 'where is that document' email threads
- Invoice and payment follow-up that slips between busy seasons
- Month-end report prep that is the same structure every cycle
- New client intake that stalls without constant manual nudges
Workflows we ship first
Document collection agent
Requests missing files, tracks what arrived, and escalates only when a human needs to step in.
AR follow-up sequence
Polite, timed payment reminders with exceptions routed to a partner or bookkeeper.
Recurring report draft
Pulls from sheets or accounting exports and drafts the narrative block for review.
Client status updates
Weekly digests of open items so partners stop writing the same email by hand.
What you get
- One process live in production inside a week, not a six-month transformation program
- Pilot fee credits 100% toward a Build within 30 days
- Human approval gates on anything that touches client money or filings
Model the hours with the automation ROI calculator.
FAQ
How much does AI automation cost for an accounting firm?
Pineapples starts at $4,900 fixed for a Starter Workflow Pilot (one production workflow, 7 business days). Full Agentic Workflow Builds are $18,000 to $35,000 per workflow depending on integrations. Ops retainers are $6,500 per month after you have something live.
Will automation replace bookkeepers?
No. The workflows remove chase and prep work so bookkeepers and partners spend time on judgment, client advice, and exceptions. Every pilot includes human-in-the-loop approval where it matters.
What systems can you connect?
Pilots use a single integration such as email, Google Sheets, a CRM, or Slack. Builds expand to the systems that actually run the firm. We pick the integration at kickoff based on the process you choose.
How fast can we start?
Kickoff is a 45-minute call to pick the one process. Production delivery target is 7 business days for the pilot.