Practice owner and head of the firm
Usually someone full timeThis one is done by a person.
Accounting firm
Organize client documents, bookkeeping, tax deadlines and reminders. A starting structure for dividing routine work and professional responsibilities across your accounting team.
A typical Accounting firm with 5 people covers 11 functions.
Up to 7 functions are eligible for Digital Employee support, under a personโs supervision.
Free AGENTIC plan. Your answers below travel with the link: no names, no free text.
Already up and running? The X-ray compares your real departments and positions with this typical company and creates only what is missing. Nothing you have is changed.
- dedicated
- 4
Functions someone does full time.
- hats
- 4
Functions carried by someone who already carries others.
- uncovered
- 3
Functions nobody does today.
- Outsourced
- 0
Functions entrusted to an external specialist.
How does it look at your place?
Set your team size and say who covers each function today. The four numbers update as you go. Nothing leaves this page until you sign up.
5 people
4
dedicated
4
hats
3
uncovered
0
Outsourced
Who does it at your place?
- Practice owner and head of the firmTypical: Usually someone full time
- Front desk, phone and client schedulingTypical: Usually a shared hat DE
- Client document collection and remindersTypical: Usually the owner, after hours DE
- Tax deadline calendar and client alertsTypical: Usually a shared hat DE
- Bookkeeping and ledger entriesTypical: Usually someone full time DE
- Tax returns and periodic filingsTypical: Usually someone full time
- New client onboarding: records, anti-money-laundering checks and engagement letterTypical: Usually nobody DE
- Regulatory updates to clients: circulars and newsletterTypical: Usually nobody DE
- Practice suppliers and expense managementTypical: Usually the owner, after hours
- Client advisory: financial statements and planningTypical: Usually someone full time
- Occasional hiring of staff and collaboratorsTypical: Usually nobody DE
An estimate from your answers, not a diagnosis: the sign-up wizard lets you refine it hat by hat. Your answers stay in this browser tab only.
The functions
What a typical Accounting firm has to cover
Function by function: how it is usually covered, what hurts, and where a Digital Employee can take the hat under the supervision of whoever wears it today.
Practice
(3)
Practice suppliers and expense management
Usually the owner, after hoursThis one is done by a person.
Occasional hiring of staff and collaborators
Usually nobodyHiring happens by word of mouth, only when someone leaves.
Digital Employee ยท HR Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesFront office
(2)
Front desk, phone and client scheduling
Usually a shared hatThe receptionist is also the bookkeeper, so the phone waits whenever the books are open.
Digital Employee ยท Administration Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesClient document collection and reminders
Usually the owner, after hoursUsually the owner chases missing invoices and receipts on Saturday morning.
Digital Employee ยท Administration Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesAccounting
(3)
Tax deadline calendar and client alerts
Usually a shared hatOne spreadsheet that only one person in the office knows how to read.
Digital Employee ยท Finance Core band
A Digital Employee can cover this function
โฌ490 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesBookkeeping and ledger entries
Usually someone full time Digital Employee ยท Finance Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesTax returns and periodic filings
Usually someone full timeThis one is done by a person.
Advisory
(3)
New client onboarding: records, anti-money-laundering checks and engagement letter
Usually nobodyEvery new client starts from a blank page and a different checklist.
Digital Employee ยท Administration Core band
A Digital Employee can cover this function
โฌ490 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesRegulatory updates to clients: circulars and newsletter
Usually nobodyThe circular goes out when there is time, which means never.
Digital Employee ยท Marketing Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesClient advisory: financial statements and planning
Usually someone full timeThis one is done by a person.
The first week
What starts after the brief is complete, with every condition kept visible.
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A task from the role brief
Once the brief is complete and the Digital Employee is active, Scovai creates a first task from the role definition. An incomplete brief never produces invented work.
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A useful daily summary
At 07:30 local time, supervisors and the workspace owner receive yesterday's work, open approvals, incidents, silence and spend. Empty days send no email, except for the quiet Monday check-in.
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Phone updates by choice
The push invitation appears only after the first approval request. If you do not enable it, the operational picture remains available in the email summary.
How it works
From a reference model to your structure
1
Start from the model
Sign up on the free AGENTIC plan with this blueprint preloaded. You confirm the profile and the functions; nothing is written until you apply.
Found your company 2
Assign the hats
Say who does what today. The mirror shows the load per person and the functions still uncovered, and marks where a Digital Employee is honestly proposable.
See how Digital Employees work 3
Hire from the marketplace
Explore Digital Employees by role and competence. Assign one only after choosing a seat, a clear brief and a human supervisor.
Browse the marketplace Questions
Straight answers
Who supervises the digital employees?
Each digital employee sits in a seat under a named person in your firm, usually the practice owner or the senior accountant. It covers the function under that person's supervision, reports what it did, and stops whenever the supervisor says so.
What does a digital employee never decide?
Whatever its brief marks as reserved: in an accounting firm that means filings, deadline changes, anything sent to the tax authority and any commitment to a client. On those it prepares the work and asks before acting.
Where does it take its data from?
From the mailboxes, calendars, folders and practice software you connect to its seat, and from what your team tells it. It reads nothing you have not connected and contacts nobody you have not listed.
What does it cost?
Each digital employee is billed monthly by price band, shown in your currency on the marketplace before you claim a seat. You claim one seat at a time and can release it; there is no bundle price.
