AI that collects and organizes client documents automatically, handles intake and scheduling around the clock, and answers the "did you get my stuff?" calls — so your staff prepares returns instead of chasing paper.
Genesis AI Labs builds AI automation for accounting, bookkeeping, and tax firms: document-collection agents that request, receive, classify, and file client documents with completeness checking; 24/7 intake and appointment scheduling; status-question deflection during peak season; and bookkeeping document pipelines that turn shoebox uploads into categorized data — with confidentiality and audit trails built in.
Half of tax season is asking clients for the same documents twice. Every missing 1099 is a stalled return and another round of email tag.
Intake calls, status checks, and scheduling stack up exactly when preparers have the least slack — and new-client inquiries get the slowest response of the year.
Receipts by photo, statements by PDF, invoices forwarded — humans retype it all into the ledger.
The AI sends personalized document requests, receives uploads in any format, classifies and files them to the client/engagement, checks completeness against the checklist, and nudges automatically for what’s missing — preparers open complete files.
New-client inquiries answered in seconds with your fit criteria applied; consultations booked against preparer calendars; existing clients self-serve status and appointment changes — in three languages, all season long.
Receipts, statements, and invoices extracted and coded into QuickBooks/Xero with your chart of accounts; exceptions surface for review instead of everything being manual.
Full-service AI automation: agents, chatbots, voice AI, document processing and workflow automation — scoped around ROI, delivered in 2–6 weeks, monitored in production. Free consultation.
Autonomous agents that research, decide, and act across your systems — qualifying leads, triaging tickets, and running back-office queues while your team sleeps.
Natural-sounding voice AI that answers every call in English, Spanish, or Portuguese — books appointments, qualifies callers, and hands off warm context to your team.
Trilingual chat on your website, WhatsApp, and SMS that answers instantly, captures after-hours leads, and syncs every conversation into your CRM.
AI that reads invoices, contracts, manifests, and claims — extracts the data, reconciles it against your systems, and routes only true exceptions to a human.
Multi-system workflows that keep CRM, billing, scheduling, and ops in sync automatically — so work moves instead of accumulating in inboxes.
30 minutes, no obligation. We map the highest-leverage workflow in your accounting firms operation, estimate the ROI, and give you an implementation roadmap — whether you build with us or not.
Book a free consultation and we'll map your highest-leverage workflow to ship first.
Book your free discovery call →