Accounting
Automate document collection, client communication, and deadline tracking — especially during tax season.
Document Collection Agent
Sends checklists, chases missing docs, and organizes uploads by client.
Tax Deadline Tracker
Monitors filing deadlines per client and sends alerts to staff.
Client Onboarding Bot
Collects engagement letters, W-9s, and access credentials from new clients.
Billing & Invoicing Agent
Generates invoices from time entries and follows up on overdue payments.
Receipt Scanner Agent
Extracts data from uploaded receipts and categorizes expenses for bookkeeping.
Payroll Reminder Bot
Sends payroll deadline reminders to clients and collects timesheets and changes.
Audit Prep Agent
Compiles requested documents, reconciliation reports, and supporting schedules for audits.
Client Meeting Scheduler
Coordinates quarterly review meetings and sends agendas with pre-meeting prep materials.
Financial Report Bot
Generates monthly P&L, balance sheet, and cash flow summaries for client review.
1099 Tracker
Collects W-9s from vendors, tracks payment thresholds, and generates 1099s at year-end.
Document Collection Agent
Sends checklists, chases missing docs, and organizes uploads by client.
Tax Deadline Tracker
Monitors filing deadlines per client and sends alerts to staff.
Client Onboarding Bot
Collects engagement letters, W-9s, and access credentials from new clients.
Billing & Invoicing Agent
Generates invoices from time entries and follows up on overdue payments.
Receipt Scanner Agent
Extracts data from uploaded receipts and categorizes expenses for bookkeeping.
Payroll Reminder Bot
Sends payroll deadline reminders to clients and collects timesheets and changes.
Audit Prep Agent
Compiles requested documents, reconciliation reports, and supporting schedules for audits.
Client Meeting Scheduler
Coordinates quarterly review meetings and sends agendas with pre-meeting prep materials.
Financial Report Bot
Generates monthly P&L, balance sheet, and cash flow summaries for client review.
1099 Tracker
Collects W-9s from vendors, tracks payment thresholds, and generates 1099s at year-end.
Less Chasing
Stop hunting down client documents manually
Faster Collections
Automated billing reminders improve payment speed
Smoother Seasons
Reduce the crunch of tax season with automation
And how SuparBots solves them.
SuparBot sends automated reminders and tracks submissions.
Bots handle the admin so your CPAs focus on returns.
Automated workflows collect everything in days.
Purpose-built bots that plug into the tools you already use.
Sends checklists, chases missing docs, and organizes uploads by client.
60% fewer missing docs
Monitors filing deadlines per client and sends alerts to staff.
Zero missed deadlines
Collects engagement letters, W-9s, and access credentials from new clients.
75% faster onboarding
Generates invoices from time entries and follows up on overdue payments.
40% faster collections
Extracts data from uploaded receipts and categorizes expenses for bookkeeping.
90% less manual data entry
Sends payroll deadline reminders to clients and collects timesheets and changes.
Zero late payroll runs
Compiles requested documents, reconciliation reports, and supporting schedules for audits.
50% faster audit prep
Coordinates quarterly review meetings and sends agendas with pre-meeting prep materials.
3 hrs/week saved on scheduling
Generates monthly P&L, balance sheet, and cash flow summaries for client review.
Reports delivered 3x faster
Collects W-9s from vendors, tracks payment thresholds, and generates 1099s at year-end.
100% 1099 compliance
Every tool your accounting team needs, powered by AI.
Deploy bots. Automate everything.
Bots that chase overdue invoices, handle client onboarding, manage document collection, and prep for tax season.
Manage your mail effortlessly
Automate client reminders for missing documents, payment follow-ups, and deadline notifications with smart email.
CRM that follows up for you
Track clients, engagements, and seasonal workflows. Automated outreach keeps clients engaged year-round, not just at tax time.
Forms that do the data entry for you
Collect tax documents, onboarding information, and questionnaires with smart forms that validate data before it reaches your team.
Try the full demo dashboard. No login or payment required.
See exactly which bots your business needs.