Accounting AI that chases the documents so you can do the work
For most firms, the hardest part of busy season is not the returns. It is the chasing: missing documents, unanswered emails, unsigned engagement letters, clients asking where things stand.
Accounting AI handles the chasing. Astra AI builds a team of AI agents for your firm, installs it on the AI you already use and runs it every month.
$2,500 a month · AI running costs billed at cost · cancel any time
What accounting AI does for a firm
It answers new client inquiries, sends proposals and engagement letters, onboards clients, chases documents, answers routine questions, watches deadlines and extensions, and gets returns signed. A daily briefing shows the owner what is stuck.
Professional judgment stays with you
Tax positions, filings and advice stay with your licensed staff. The agents prepare and remind; you sign off.
Done for you
$2,500 a month, AI billed at cost, cancel any time.
The agents that do this work
- Document Chase AgentChases missing W-2s, 1099s, K-1s and receipts by text, email and portal, and stops when the item arrives.You approve: Staff takes over after three tries. You set the tone.
- Onboarding AgentSends the welcome, e-sign request, portal invite, organizer and a list of prior-year items to upload.You approve: You approve the onboarding checklist for each service.
- Client Question AgentAnswers "what do you still need" and "what is my status" from the firm’s own notes in MIND, day or night.You approve: Any tax-advice question goes to staff. You review transcripts weekly.
- Deadline and Extension Watch AgentTracks filing and estimate dates for each client and drafts reminders.You approve: Staff confirms the extension list before any extension message goes out.
- Return Delivery and Signature AgentAfter the preparer signs off, sends the return for review, chases the e-file authorization form and sends the invoice link.You approve: Your preparer releases the return. The agent never e-files.
See all 19 agents on the accounting firms team →
Questions
Will AI replace accountants?
It replaces the chasing and the admin, not the judgment. Clients still pay for an accountant's advice.
Is client data safe?
The team runs with security controls, access limits and a log of what it touched. A Compliance and Security Agent watches for problems.
Does it work with our tax and practice software?
Yes, it works with the systems you already use. Connection depth is scoped on the first call.
Get your AI team
Astra AI designs, installs and runs a done-for-you AI team for accounting firms, on the AI you already use. It starts with a 30-minute call to map your office.