AI Integration Sprint • 6 weeks
Email triage automation for Accounting firmsSao Paulo, Brazil
Categorize inbox volume, draft replies, and route items with clear escalation rules.
Founding cohort: $1,500 (50% off) for first 5 clients • Standard: $3,000 one-time
Explore: all accounting firms pages in Sao Paulo • email triage automation across industries in Sao Paulo
Week 1: Map workflows
Constraints, data, tools, and success metrics.
Weeks 2–5: Build prototype
Implement the use case with guardrails and iterative testing.
Week 6: Framework + rollout
Implementation framework, SOPs, and a rollout plan.
Common bottlenecks in Accounting firms
- • High volume of repetitive client questions (deadlines, documents, status updates)
- • Manual document intake and back-and-forth slows monthly close
- • Partner time gets consumed by review and follow-ups
Workflows we typically touch
- • Client onboarding + KYC documents
- • Receipt / invoice capture and classification
- • Monthly close status reporting
Integrations: Email, Google Drive/Dropbox, Accounting system exports, Spreadsheets
What you get
- • Working prototype tailored to accounting firms
- • Implementation framework (architecture + SOPs + rollout plan)
- • Human-in-the-loop guardrails (escalation + auditability)
How this use case works
Outcomes
- • Less inbox chaos
- • Faster routing
- • Fewer missed items
Guardrails
- • Approval gates
- • SLA alerts
- • Audit logs
Implementation approach
- • Define categories + SLA rules
- • Draft + route with approvals
- • Track missed/late items and iterate
Compliance & safety notes
- • PII handling
- • Audit trails
- • Role-based access
More use cases in Sao Paulo
Same city + industry (accounting firms), different workflows.
Same use case, other industries
Same email triage automation approach, adapted to different vertical workflows.
FAQ
Do you operate in Sao Paulo?
We work remotely with teams across regions. The free assessment clarifies whether the sprint is a fit for your workflows.
Is this only for Accounting firms?
No — this page is tailored to accounting firms, but the sprint works for any SMB with repeatable workflows.
Will this replace my accountants?
No. The goal is to remove repetitive admin and improve consistency, while keeping humans in control of decisions.
Can it work with messy client submissions?
Yes. We design intake with guardrails, validation steps, and clear escalation paths for edge cases.
Can it send emails automatically?
Only when safe; otherwise it drafts and requests approval.