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Client intake and documents,
reconciled automatically.

Chasing documents and re-keying invoices eats a firm's billable hours. BittnerAI onboards clients, requests and tracks documents, extracts invoices and receipts, and keeps deadlines from slipping.

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Your time should be billable, not spent chasing paper.

Document wrangling and manual entry are pure overhead. Automation clears them so you focus on the work clients pay for.

✕ The daily grind
  • Endless chasing of client documents.
  • Invoices and receipts re-typed by hand.
  • Filing deadlines tracked in fragile spreadsheets.
  • Onboarding a new client drags for weeks.
✓ With BittnerAI
  • Automated client intake and document requests.
  • Invoices and receipts extracted and validated.
  • Deadline reminders sent automatically.
  • New clients onboarded on a consistent track.

Built for how accounting & bookkeeping firms actually operate.

Document Processing

Turn invoices, forms and reports into clean, structured data.

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Lead & Client Intake

Capture and qualify every inquiry — instantly, day or night.

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Follow-Up & Nurture

Persistent, personalized follow-up so no lead goes cold.

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Reporting & Analytics

Plain-English answers and automatic summaries from your data.

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HR & Onboarding

Onboard new hires across every location without the paperwork grind.

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An invoice, extracted and reconciled.

A scenario straight from your world. Run it and watch the workflow handle it.

BittnerAI · live workflow preview
Pick a scenario or edit the text

Interactive preview of the workflow — try your own wording. Your production version connects to your real tools.

◆ Illustrative example — not a real client result

Tax season without the paper chase.

Picture the run-up to a filing deadline. Instead of hounding clients and hand-keying receipts, the automation requests missing documents, chases them politely, and extracts the data as it arrives — turning a frantic scramble into a steady, reviewable flow.

Reclaim your billable hours.

Book a free call and I'll map the automations that fit your operation.

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