AI agents for accounting firms that chase documents and track deadlines

Orkeste agents keep track of the documents each client still owes, draft the reminder emails, put filing deadlines in the calendar and write the weekly summary for the partners. They never sign, file or post an entry: that work stays with your accountants.

Where billable hours go

Chasing clients for missing documents

Bank statements, receipts, signed forms: each client file waits on something, and reminders go out late because writing them is nobody’s priority.

Deadlines tracked by memory

Filing dates for eighty clients live in a spreadsheet someone checks on Monday, when they remember to.

Partners lack a clear view

Which files are blocked, which deadlines are close, which clients have not answered: the answer takes an afternoon to assemble.

Four agents for the follow-up around the work

They track, remind and summarise. They never sign, file or post an entry, and they do not connect to your accounting software.

Document follow-up agent

Reads your Airtable tracker of missing documents and drafts a short, specific reminder for each client. Emails are sent from Outlook once approved, or saved as Gmail drafts.

Deadline agent

Creates a calendar event for each client filing deadline in your tracker, with the accountant in charge as attendee.

Inbox sorter

Reads incoming client emails, recognises the documents they mention and updates the matching record in Airtable.

Partner summary agent

Every Friday, writes a summary of blocked files, close deadlines and unanswered reminders, and posts it to Teams or Slack.

A missing bank statement, from tracker to reminder

The document follow-up agent on a Monday.

Read: The agent reads the tracker: three clients still owe their March bank statements.
Draft: It writes a short reminder for each, naming the document and the date it is needed.
Approve: The accountant in charge checks the three emails in Validations and approves them.
Send and log: The emails are sent from Outlook and the agent updates each record in Airtable with the reminder date.

What stays with your team

Entries, tax positions, filings, signatures and advice. The agents handle the follow-up around that work, never the work itself.

The tools these agents work in

Outlook: Read client emails, reply and send once approved.
Gmail: Read client emails and prepare drafts.
Airtable: Track missing documents and deadlines.
Microsoft Calendar: Create deadline events in Outlook calendars.
Microsoft Teams: Post the weekly summary to a channel.
SharePoint: Use firm procedures as the agent’s knowledge.

Workflows to start from

Agent roles for this team

Frequently asked questions

Will an agent ever sign or file a return?

No. Agents do not sign, file or submit anything to an authority. They draft emails, update your tracker and create calendar events.

Does Orkeste connect to our accounting software?

Not today. Agents work with email (Outlook, Gmail), Airtable, calendars, Teams, Slack and documents in SharePoint or OneDrive. A webhook can send each run’s result to another system.

How do you handle confidential client data?

Data is hosted in the EU and encrypted in transit and at rest, connector tokens are encrypted with AES-256 and isolated per workspace, and you can disconnect a tool at any time.

What does it cost to run?

Each run uses credits from your plan, from 2 credits with Claude Haiku 5.5 to 235 with Claude Fable 5.1 depending on the model you choose, and you can set a daily and a monthly budget per agent.