Accounting firms
AI automation for accounting firms in Belgium.
Partna equips your firm with AI agents to collect documents, prepare reminders and file records in your tools. Our service covers administrative automation; tax advice and accounting approval stay with your team.
documents organised by case
missing documents tracked
your firm stays in control
The short answer
How can an accounting firm automate document collection?
An agent follows up with each client through their usual channel, identifies incoming documents, names and files them in the correct folder, and flags what is still missing. Your staff focus on processing rather than chasing documents. Accounting decisions remain entirely human.
The problem
Points of friction · Accounting firms
AI automation for accounting firms in Belgium.
Today
With the system
Chasing documents takes entire working days, every month, for the same clients.
Missing documents identified for each client file
Documents arrive by email, WhatsApp and photos, with inconsistent quality.
Clients receive reminders through their own channel
A partner spends evenings checking which files are actually ready.
Incoming documents are read, named and filed
Recurring client questions fall to your most qualified staff.
Routine questions receive an immediate answer
Live
A request arrives. See what happens next.
Illustrative scenario: approvals and exceptions still need to be defined with your team.
WhatsApp+32 475 62 08 11Your client
Hello, do you still need any documents for my tax return?
Your document agent
I’ll take care of it now.
Meanwhile, in your tools
Google Drive
Missing documents identified for each client file
Clients receive reminders through their own channel
Google Drive
Incoming documents are read, named and filed
Slack
Routine questions receive an immediate answer
Collection · documents organised by case
What we install
The complete infrastructure for your workflow.
Each step is built, connected to your tools and tested on your real cases before launch.
Step 1 / 4
Missing documents identified for each client file
The system compares the documents expected for the period with those already received, client by client. The missing-document list stays up to date.
Pilot monitoring
What to monitor during the pilot
documents organised by case
based on the documents required for the period
missing documents tracked
timing and stop rules agreed with your firm
your firm stays in control
exceptions and advice stay with people
Orders of magnitude observed on typical deployment scenarios, given to situate the extent of the change. These are not measured customer results: yours are quantified during the audit, on your data.
Your safeguards
What stays under your control.
Giving a system access affects your data and processes. These are our default safeguards.
You stay in control
We start with approval for every action. Only what you explicitly authorise, case by case, runs on its own.
Your accounts stay yours
Accounts, domains and hosting remain in your name. You can disconnect whenever you choose.
Approvals before sensitive actions
Sensitive actions use drafts and approval queues instead of direct writes.
Questions
The questions we are asked
Does this replace our accounting software?
No. The system works alongside it: it updates the file, follows up with the client and prepares documents. Accounting work stays in your software and with your team.
Who answers when a client asks for tax advice?
Always a person. The agent handles status updates, deadlines and missing documents. Whenever a response requires advice, it passes the question on with the context already assembled.
Will our clients accept automated reminders?
They rarely notice, because reminders arrive through their usual channel and state exactly what is needed. Vague reminders or requests for documents already submitted are what annoy clients.
We look at your case before promising anything.
A call to understand what is costing you the most today, and to tell you frankly if we are the right person to talk to.