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.
AI agent 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
Get started in three simple steps.
Share your website and we'll analyze your workflows, tools, and automation opportunities.
Receive a detailed breakdown of which AI agents can save your team the most time.
We build and deploy your agents — integrated with the tools you already use.
See exactly which AI agents your business needs — in under 60 seconds.