# Bookkeeping AI for Accounting Firms: 11 Workflows Source: https://maito.app/workflows/industry/accounting-and-bookkeeping 11 AI workflows for accounting and bookkeeping firms, like chase clients for monthly documents, match unlabeled bank payments to invoices, check a client is ready for the tax preparer. Each shows the steps, an example and how to set it up. 11 workflows. Missing client documents, unlabeled payments, close blockers and tax readiness. The chasing and matching that eats the month. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Faccounting-and-bookkeeping)[Book a demo](mailto:support@maito.app?subject=Maito%20demo) $149/month per workspace · Unlimited people · AI usage billed by your provider 69% of accounting firms report delays in receiving documents they need from clients. [Mango, 2025 Industry Trends Report](https://mangopractice.com/blog/insights-from-the-2025-industry-trends-report) ## All accounting and bookkeeping workflows. 11 workflows - [Start here Chase clients for monthly documents Each client gets the list of what you still need, reminders stop when it's in, and stuck ones are flagged to you. Operations · On a schedule Works with Gmail, Microsoft 365, Box, Airtable.](https://maito.app/workflows/chase-clients-for-monthly-documents) - [Start here Check a client is ready for the tax preparer Before the preparer starts a return, Maito checks the paperwork against their requirements and lists what's missing. Operations · When something happens Works with Box, Gmail, Microsoft 365.](https://maito.app/workflows/check-a-client-is-ready-for-the-tax-preparer) - [Start here Match unlabeled bank payments to invoices When a payment arrives with no clear reference, Maito suggests which invoice it covers and flags part payments. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.](https://maito.app/workflows/match-unlabeled-bank-payments-to-invoices) - [Track every partner referral to an outcome Each referral gets an owner, a thank-you to the partner and a logged result. Sales · When something happens Works with Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/track-every-partner-referral-to-an-outcome) - [Chase missing paperwork before appointments Clients get a reminder about missing documents days before their appointment, and you get the list. Operations · On a schedule Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/chase-missing-paperwork-before-appointments) - [Price the extra work clients ask for Maito tallies work outside each client's package, so you raise a fee before the work is free. Operations · When you ask Works with Box, HubSpot, Salesforce.](https://maito.app/workflows/price-the-extra-work-clients-ask-for) - [Hand over a departing client's files When a client leaves, Maito builds the handover index and lists what to close, so nothing lingers. Operations · When something happens Works with Box, Linear, Asana.](https://maito.app/workflows/hand-over-a-departing-clients-files) - [Match supplier credits to the right bills Maito matches a supplier's credit note to the right bill and keeps you from paying the full amount. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Box.](https://maito.app/workflows/match-supplier-credits-to-the-right-bills) - [Track promises made to clients Candidate promises in email and call notes become tasks with an owner and date, so nothing gets buried. Customer success · When something happens Works with Gmail, Microsoft 365, Granola, Fireflies, Linear, Asana.](https://maito.app/workflows/track-promises-made-to-clients) - [Track close blockers until sign-off A month-end checklist with owners, workpapers and blockers, so close finishes only when every item is signed off. Finance · On a schedule Works with Linear, Asana, QuickBooks, Xero.](https://maito.app/workflows/track-close-blockers-until-sign-off) - [Sort incoming documents to the right folder Each file that arrives is identified and sent to a suggested folder and owner, and uncertain ones wait for a person. IT and admin · When something happens Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/sort-incoming-documents-to-the-right-folder) ## Where AI helps an accounting practice. Most of an accounting practice's week goes to chasing clients and sorting documents. Maito chases clients for monthly documents, chases missing paperwork before appointments, sorts incoming documents to the right folder, and checks a client is ready for the tax preparer. It also tracks close blockers until sign-off and matches supplier credits to the right bills, using your email, files and accounting software. The professional judgment stays with the accountant. Maito prepares and matches, and a person reviews every figure before it reaches a client. It doesn't give tax advice, decide how something is treated, or file anything. You still choose what to recommend and sign off on the work. Start with monthly document chasing. Connect your email and shared files, then ask @Maito in Slack which clients haven't sent this month's documents and to draft a reminder for each. Review and send. Once it's right, set it up as a Loop that runs on the same day every month and posts the status in your team channel. ## Questions. ### Does it work with QuickBooks and Xero? Yes. Both connect through MCP. Practice tools like TaxDome or Karbon work through a skill. ### Does it post entries or file returns? No. It matches, flags and drafts. Your team reviews, posts and files. ### How long does it take to set up? Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs. ### Do we need a developer? No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work. ### What does it cost? $149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately. ## Put your AI teammate to work. Set it up in minutes. Start with one workflow, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Faccounting-and-bookkeeping)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)