An AI document chaser for accountants.
Most firms your size lose days chasing client documents at tax time. Is that you?
What eats the week.
Chasing clients for documents at tax time, then re-typing the details into the practice software.
It is not one big task. It is the same small one, done again every day by someone who was hired to do something else. The audit puts a number on it: hours a week, who does them, what they cost a year, in your own figures.
An AI document chaser.
Sends each client their own checklist, reminds them about only what is still missing, matches what comes back to the file, and tells your team when a return is ready to start.
It does that one job, every day, on your real data, and it connects to the software you already use rather than replacing it. Your team approves anything that goes out. It is live in 14 days, and if it is not, it is free.
Audit first. Then fourteen days.
A free AI audit
Forty five minutes with Will on how your business runs. Within two business days you get a written page: the three jobs eating the most hours, what each costs you a year in your own figures, and which one to hand over first. Yours to keep either way.
Your first AI employee
The Bottleneck Pilot builds one AI employee for that job, live on your real data in 14 days. It does one job every day, and your team approves anything that goes out.
The system it runs in
When one job runs itself, the next ones follow. A full build puts your files, comms and follow-ups on one system your team works out of every day, and your business owns it. The pilot’s $3,500 comes off the price.
Find out what it costs you.
Forty five minutes with Will, a written page back within two business days, no obligation.