Accountant? Is Incoming Client Mail Slow to File and Distribute?

The Problem

Like many accountants, you’re likely:

• Receiving client mail via post and email.
• Scanning each item individually.
• Manually renaming and filing documents into SharePoint or a local server.

This process is slow, repetitive, and prone to human error.

The Solution

Our AI-powered system transforms this workflow:

Bulk Scan: Scan all of today’s post in one go—just one multi-page scan.AI Separation and Sorting: The software automatically splits the scan into individual mail items.AI Smart Indexing: Each item is tagged with Client, Originator, Subject, Date, and a description.Automated Filing: Files are exported to SharePoint, local storage (for backup), and emailed to the relevant account manager.Optional Client Delivery: You can even have the system email the client directly with the PDF attached.

It’s fully customisable to fit your existing folder structure and preferences. You can also drop PDF email attachments into the queue for processing.

Cost

• Approx £1,400 for a perpetual licence
• Includes installation, configuration, and 1 million AI/OCR credits

Please contact of for further information and a demonstration.