AI-powered automation
for accounting firms.
Client document intake, bookkeeping automation, tax deadline management, and client communication, so your team focuses on advisory, not data entry.
@Quickly
Your accountants spend 60% of their time
on data entry and document chasing.
Tax documents arrive in emails, bank transactions need manual categorization, deadlines pile up in spreadsheets, and client follow-ups fall through the cracks. Quickly handles the repetitive work so your team can focus on high-value advisory.
Reduction in document processing time
Missed filing deadlines
Freed up per accountant, per week
Automate every accounting workflow.
Every workflow starts with a simple message. Quickly handles the rest.
Client Document Intake
Client sends tax documents via email. AI extracts key data (T4s, T5s, receipts, bank statements), organizes by client and category in Google Drive, flags missing documents, and sends follow-up requests automatically.
Bookkeeping Automation
AI categorizes transactions from bank feeds, matches receipts to expenses, generates journal entries, and flags anomalies for review. Syncs with QuickBooks or your accounting software.
Tax Deadline Management
AI tracks filing deadlines for all clients (personal, corporate, HST/GST), sends reminders to staff at 30/14/7 days before deadline, escalates overdue items, and sends client reminders for missing information.
Client Communication
AI drafts and sends routine client emails: document requests, filing confirmations, payment reminders, and year-end planning notices. Personalized per client from your templates.
Invoice Generation & AR
AI generates invoices based on time tracking and engagement letters, sends to clients, tracks payments, sends automated reminders at 30/60/90 days, and escalates overdue accounts.
Audit & Review Preparation
AI compiles financial statements, working papers, and supporting documents into organized packages. Cross-references data points and flags discrepancies for reviewer attention.
Free up 10+ hours per week per accountant for advisory work.
Without Quickly
- Manual document sorting and filing
- Deadline tracking in spreadsheets
- Client follow-ups sent one by one
- Transaction categorization by hand
With Quickly
- Documents auto-sorted and organized
- Smart reminders at 30/14/7 days
- Batch client communications in seconds
- 97% auto-categorization accuracy
Reduce document processing time by 70%. Never miss a filing deadline.
Works with the tools you already use.
Quickly connects to your accounting software, document storage, and communication tools, plus CRA portals and banking systems through browser automation.
Ready to automate your accounting workflows?
Book a 15-minute demo. We'll automate a document intake or deadline tracker, live, on your systems.
Book an Accounting Demo