AI Automation for Accounting Firms

We Automate
the Admin.
You Run the Firm.

Custom AI workflows that handle client intake, document chasing, and internal knowledge — so your team spends time on billable work, not busywork.

Onboarding Automation ● Live
8.4h
Saved this week
12
Clients onboarded
Intake form received & parsed
CRM updated automatically
AI
Welcome email sent
Missing docs flagged
Awaiting signed engagement letter

Your firm is losing
hours every week
to repetitive admin.

01
Chasing clients for documents — again.

Every new engagement means the same back-and-forth. Reminders, follow-ups, manual data entry into your CRM.

02
Staff asking the same questions.

Junior staff interrupt senior accountants for answers that already exist somewhere in your docs or systems.

03
Onboarding eats your most valuable time.

Hours that should be spent on complex, billable work go toward repetitive admin that AI can handle instead.

Automation active
5–10

Hours saved per week

The average Auxlo client gets back a full working day every week within the first month.

ROI in week one

Three ways we
transform your firm.

Every engagement starts with a free audit. We only build what will genuinely save you time.

📋
Client Intake Automation

From form submission to fully onboarded client — automated. AI extracts info, updates your CRM, sends welcome emails, and flags missing documents. Zero manual work.

Starting from
$2,500
🔄
Ongoing AI Retainer

Monthly automation updates, new workflow builds, and AI tuning as your firm grows. Your dedicated AI partner, without the cost of a full-time hire.

Starting from
$1,000/mo

Simple process,
fast results.

We keep it lean. No endless discovery phases, no bloated proposals. You see working automation within weeks.

1
Free Workflow Audit

A focused 30-minute call to map your biggest time drains. No pitch — just an honest look at where AI could make the biggest impact for your firm.

2
We Build It

Custom automations built and delivered in 2–3 weeks. You review, we refine. No technical knowledge needed on your end.

3
Your Team Saves Time

Go live and start getting hours back from day one. We train your team, handle any issues, and keep improving the system over time.

A
10+

Years in tech

Built by a technologist,
for your firm.

I'm a software and automation specialist with over a decade building systems for tech companies. I started Auxlo because I kept seeing the same problem — small accounting and professional services firms drowning in admin that technology solved years ago for larger organisations.

Auxlo brings the same efficiency tools used by enterprise firms to the practices that deserve them most — without the enterprise price tag or the six-month implementation timeline.

OpenAI Anthropic Claude Make.com Zapier Voiceflow Pinecone n8n Airtable

See it in action.
Before you commit to anything.

This is a real AI assistant trained on a fictional accounting firm — Hartwell & Associates. Ask it about fees, onboarding, deadlines, and documents. This is exactly what we build for your firm.

🧠

Knowledge Assistant

Ask anything about the firm — fees, processes, deadlines, documents. Instant answers from your internal AI.

Try Demo →
📋

Client Intake Bot

Guides new clients through onboarding, collects their details, and hands off a complete summary — automatically.

Coming Soon
📄

Document Checklist

Tells clients exactly what to submit based on their situation. No more back-and-forth chasing missing paperwork.

Coming Soon

Want this built and trained on your firm's actual documents?

Book a Free Audit →

Ready to get 5 hours a week back?

Book a free 30-minute workflow audit. No pitch, no pressure — just a clear look at what's possible for your firm. Most clients see ROI within the first month.

Book Your Free Audit

Free audit · No commitment · Results in 2–3 weeks