Fewer queries that keep coming back. AI for accounting and tax practices, starting with the work that returns every week.
Receipts are missing, a case’s status is not on any list, and someone explains the same workflow to a new colleague for the third time. We automate the steps that suit it and make your practice’s knowledge easy to find.
Example: request exactly the documents that are missing
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01
Match what came in against the checklist
The automation compares incoming documents with those each case needs. Anything it cannot match with confidence goes to your team.
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02
Prepare a clear request
The missing items become a draft message that says exactly what is needed, such as last year’s service charge statement. The responsible colleague approves sending.
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03
File replies with the right case
Depending on the interface, the system files incoming documents itself or suggests where they belong. The case status stays traceable, including at handovers.
Other starting points in your practice
Find internal knowledge
Search working instructions, software guides and approved templates in one place, with a source for every answer. Before launch, we remove or mark outdated versions.
Handle routine enquiries
An assistant drafts answers from approved information to questions about documents, handover or responsibility, and gives case-specific information only within the access rights you set up.
Onboard new staff
We train your team on typical practice tasks: choosing the right content, checking sources and setting up their own assistants in the agreed environment.
Your existing systems are the starting point
Before we build anything, we check what your practice software can already do; sometimes an existing feature, a clearer handover or a fixed template solves the problem. We use AI where free text, documents and searching still take a lot of manual work. An integration with DATEV or other accounting software goes into the proposal only once interfaces, permissions and costs are clear.
Handle confidential client data deliberately
Private AI runs on your own servers or with our ISO 27001-certified hosting partners, with access by task and client, controlled maintenance access and rules for stored queries.
In a hybrid environment, analysis of protected documents stays internal; what may go to the cloud, such as a general training text with no client information, we decide beforehand.
What accounting firms want to know before starting
Does the AI make tax decisions?
No. The applications help with preparation, search and organisation; professional judgement, approval and responsibility for advice stay with your practice.
How do we find a worthwhile first project?
We compare today’s effort with setup, operation and the checking that remains. The AI audit ends with recommendations and project ideas; it is fully credited if you implement with AI Værk, otherwise it costs €500, and the fee is waived apart from agreed expenses if we find no worthwhile use.
Does everyone have to switch at once?
No. We start with one defined workflow and a small team, and expand only once answers, permissions and handovers work in daily practice.
Which task comes back every week in your practice?
In a free first call, we talk through the workflow and possible next steps. A description is enough; we do not need client documents.