FOR U.S. CPA, CAS, BOOKKEEPING AND PAYROLL FIRMS

AI client-document checks and follow-ups for accounting firms.

The close is due. One invoice is missing, the bank statement is for the wrong month and payroll is waiting on an approval. Your team checks the portal, searches the inbox and chases the client again. The work you need to finish is still waiting to begin.

We implement agentic solutions that check client packages, flag missing inputs and prepare follow-ups inside the tools your accounting team already uses. Built with security in mind, with controlled access and human approval.

Talk about your monthly bottleneck Is this for your firm?

A conversation with Yuval about where work gets stuck and what to fix first.

Illustrative accounting workflow: client files and checklist, readiness checks and follow-up draft, coordinator review, then a checked work package with owned exceptions. — From client files + checklist to checked work package.View full workflow

WHO THIS IS FOR

For accounting firms tired of the monthly chase.

Your firm

You run a U.S. CPA, client accounting services, bookkeeping or payroll practice with recurring business clients.

Your role

You are the managing partner, operations manager or client-services lead responsible for capacity and deadlines.

Sound familiar?

Your coordinators and accountants keep checking the same portals, folders and email threads to work out what is missing.

THE PROBLEM YOU KNOW TOO WELL

You can’t plan the work when “almost ready” keeps changing.

A package marked received can still be incomplete. By the time the right person finds the gap, the deadline is closer and someone has to contact the client again.

You discover the missing item when the work should start

An accountant opens the package and finds the wrong period, a missing recurring invoice or an unapproved payroll input. The job goes back into the waiting pile.

Several people chase the same answer

A coordinator checks email, a bookkeeper checks the portal and a manager asks for an update. Nobody has a dependable view of what arrived, what is missing and who last followed up.

You are busy all day without clearing the backlog

Every reminder and status check takes attention away from client work. Meanwhile, the next monthly cycle arrives with the same questions still unresolved.

WHAT COULD CHANGE

Make room for client work in the month you already have.

Know which packages are ready, which items need a request and who is handling them. Your team can spend less time rebuilding the status and more time moving the work toward professional review.

Reduce repeated document chasing

Show what has arrived, what is still missing and what needs checking. A coordinator can approve a specific request instead of reopening every folder and rebuilding the list.

Make payroll readiness visible

Collect the agreed inputs, flag missing approvals or inconsistent periods and prepare a work package for the payroll specialist. The specialist retains calculation, approval and submission responsibility.

See where recurring work is stuck

Give every open item a client, period, owner and due date. The operations lead can direct attention to the oldest blockers and explain the next step to the client.

IN YOUR BUSINESSILLUSTRATIVE EXAMPLE

A recurring vendor invoice is missing. Payroll has one open input.

A business client normally supplies a monthly equipment-maintenance invoice. This month it is absent, and the payroll package is also awaiting an approved timesheet. Instead of two staff members searching the same inbox, the workflow prepares two specific exceptions and a consolidated request. The coordinator verifies whether the invoice is actually expected and approves the follow-up.

What your team starts with

The client checklist, current-period documents, permitted invoice history, payroll requirements and the responsible staff member.

What the agents prepare

A readiness view, two clearly owned exceptions and a draft client request identifying exactly what is needed.

Your team stays in controlThe coordinator approves the request; qualified accounting and payroll staff review the resulting work package.

An illustrative example of the work we can implement for your firm.

AGENTS AT WORK

Less chasing.
More work moving.

We implement the agents, connect your tools and shape the work around your team.

See which client packages are ready

An agreed checklist showing received, missing and review-needed items for one monthly service. Link the status back to the relevant source and show when it was last checked.

Catch the missing item before work starts

Flag expected items absent from the current package, using your approved rules and historical patterns. A missing recurring item is a question for review, not a conclusion that a transaction occurred.

Know what is holding up payroll

Assemble the required payroll inputs and show completeness issues with an owner. Keep uncertain matches, conflicting information and missing approvals separate from ready work.

Stop rewriting the same client request

Draft a request naming the client, period and outstanding item. Your team checks the recipient and wording, then records the action in the agreed practice workflow.

IMPLEMENTED FOR YOU

We handle the build.
Your team keeps moving.

An agentic solution built around your business: AI agents that carry out the connected steps, with your team in control of key decisions.

01
Show us where it gets stuck.
Walk us through one recurring bottleneck. We map the work, the people and the tools, then agree on a useful first implementation.
02
We build and connect it.
We configure the agents around your process and connect the CRM, files and communication tools the work depends on.
03
Test it together. Put it to work.
We test real examples with your team, refine the handoffs and train the people who will use it before rollout.

YOUR CRM. YOUR TOOLS.

Built around the systems you already use.

Your practice, accounting and payroll systems keep their existing roles. We connect the status and documents required for the selected service cycle, including freshness and connection failures.

QuickBooks
HubSpot
Google Drive
Gmail
Outlook
Slack

Examples of tools we can connect. We confirm your software, access and required actions during mapping. Using something else? Tell us your setup.

A FOCUSED FIRST STEP

Prove it on one monthly client group.

Choose a recurring process and a manageable group of clients. Compare the current checking and chasing effort with the reviewed pilot, including missing, duplicate, late and ambiguous documents.

Talk about your monthly bottleneck

Review the exceptions at the start of the day.

The workflow can run on an agreed schedule or when a document arrives, then prepare the queue for your coordinator. The pilot measures time to detect a gap, staff minutes per client package and time until professional review. Client response time remains a separate part of the cycle; no time-saving result is assumed.

What we test before expanding

Staff minutes spent checking and chasing per client
Time until the package is ready for professional review
Correct client, period and document matches
Age of unresolved exceptions and repeat client requests

Yuval Keshtcher, founder of FutureProof Agents

YOUR IMPLEMENTATION PARTNER

Work with FutureProof.

I’m Yuval Keshtcher, founder of FutureProof Agents. We connect process mapping, AI development and your existing tools in one scoped project, from the first workflow conversation through testing and handover.

Meet FutureProof Agents

BEFORE WE START

Good questions.
Clear answers.

Who handles the implementation?

FutureProof handles the workflow mapping, agent build, integrations, testing and team training. You provide a process owner, access to the relevant tools and a few real examples. We agree the effort and rollout plan with you before starting.

Can you work with our CRM and existing tools?

Yes—we build around your existing setup, including major CRMs, email, document tools and industry systems. We confirm the connections your workflow needs during mapping and use available integrations or custom connections where supported. Your software plan and access permissions determine what can be connected.

Our software already sends reminders. What does this add?

The useful gap is often deciding what to request. We assess whether your existing tools can match an attachment to the right client and month, detect an expected item that is absent and show an owner for the exception. Native features may already solve part of the problem.

Does it calculate or submit payroll?

This offer prepares a complete, reviewable package and surfaces missing information. Payroll calculations, changes and submission stay with authorized people and your existing controls. Any additional action requires its own defined scope.

How do we know it creates capacity?

Measure checking time, chasing time and review time separately before and during the pilot. Also track incorrect matches and repeated requests. Faster preparation is useful only if the professional receives a package they can trust.

LET’S LOOK AT YOUR BOTTLENECK

How much of your month goes into chasing work you’re ready to do?

Tell Yuval about one client group that is never ready on time. We’ll map the repeat checks, missing inputs and follow-ups, then identify where your team could recover capacity.

Tell us what gets stuck and which tools you use.
We review the details before speaking with you.
You can choose a call time after submitting.

A brief description is enough. Please keep confidential client records and passwords out of the form.

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