AI Consulting · 2026 Edition

The AI audit for accounting firms.

Three weeks to map precisely what AI can automate in your firm. A quantified, prioritized, executable roadmap.

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30 minutes · Free · No commitment

01
The reality

An industry under pressure.

Recruitment cycles that drag on. Staff leaving after eighteen months. "Augmented" firms (Pennylane, Dougs, Indy) capturing your clients on the strength of their technology.

Meanwhile, your team still spends a substantial share of their time entering invoices, drafting engagement reports, looking up tax guidelines, or answering the same internal questions.

AI can take a meaningful share of that work off the table. The question is which work, how, and with what ROI, on your firm, your stack, your clients.

02
What we automate

Four concrete use cases.

The use cases that come up consistently in accounting firms.

01

AI-augmented bookkeeping

Automated reading, classification, and posting of documents, regardless of your stack (Pennylane, Cegid, Sage, Dext, ACD, MyUnisoft). Including the messy stuff: scanned invoices, vendor emails, non-standard bank statements, non-normalized labels.

02

Deliverable generation

Engagement reports, engagement letters, summary notes, standard correspondence. AI drafts a first version aligned with your firm's voice; your team reviews and personalizes. Typical saving: 60 to 80% of drafting time.

03

Tax & employment law research

An assistant that queries your documentation in plain language: tax authority guidelines (BOFiP), professional treaties (Memento Lefebvre), the General Tax Code, collective bargaining agreements, your firm's internal doctrine. Sourced answers, verifiable citations, no unflagged hallucinations.

04

Internal assistant for staff

A chatbot that answers your team's recurring questions: internal processes, software configuration, edge-case handling, firm doctrine. Relieves partners and seniors from time-consuming requests.

03
Methodology

Three weeks. One deliverable.

A focused method calibrated to understand your firm in depth, without dragging the engagement out.

Week 01

Immersion

Kickoff workshop with the partners, interviews with a panel of five to seven staff members, on-the-job observation, process mapping. No prep needed on your side: we work around your availability.

Week 02

Analysis

Identification of automatable tasks, estimation of time saved, technical feasibility check on your current stack, case-by-case ROI evaluation, prioritization.

Week 03

Delivery

Full presentation to the partners: prioritized and quantified implementation roadmap, selected use cases, time saved per staff member, three-, six-, and twelve-month rollout plan.

04
Investment

A fixed price. A no-risk mechanic.

$5,000
full audit · 3 weeks
  • Kickoff workshop with the partners
  • Staff interviews (5 to 7 people)
  • On-the-job observation and process mapping
  • Feasibility analysis on your current stack
  • Prioritized and quantified implementation roadmap
  • In-person or video delivery to the partners
The deduction mechanic.

If you entrust us with the implementation, the $5,000 is fully deducted from the engagement fee. The audit becomes a risk-free investment: either it gives you an executable roadmap that's yours to keep, or it becomes a down payment on your project.

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05
Team

A team of operators.

We've built AI companies, raised capital, and delivered for demanding industrial enterprise clients. Now serving accounting firms.

William Simonin
William
CEO

Co-founder of Vivoka (2015), French AI and speech recognition company whose clients include Thalès, Eiffage, Suez. Forbes 30 Under 30. Banque de France Advisor.

Martin Oliviero
Martin
COO

CFO and structured finance background. 10 years structuring deals at VINCI Concessions and Etchart: M&A, infrastructure, corporate venture. Co-founder and CEO of TAU Digital Assets.

Valentin Thouron
Valentin
CTO

6 years as software architect at the French Ministry of Armed Forces. Co-founder of a crowdsourcing platform for AI training datasets. Co-founder and CTO of TAU Digital Assets.

+
+5 team members

AI engineers, data engineers, integrators.

06
Tools

An open stack, fitted to yours.

No proprietary SaaS to buy. No lock-in. No dependency on a single vendor. We compose with what's proven on the market and what integrates with your business ecosystem.

Firm software
Pennylane Cegid Sage Dext ACD MyUnisoft
AI models
OpenAI Anthropic Mistral
Orchestration
n8n Make Zapier

Implementations designed to honor GDPR and client data confidentiality: enterprise APIs (OpenAI Enterprise, Anthropic Claude for Work) or models deployed on dedicated infrastructure based on your requirements.

07
Frequently asked questions

What we get asked most often.

The audit takes three weeks. Once the implementation engagement begins, the first time savings on priority use cases are typically visible within four to eight weeks, depending on the complexity of your stack and the number of processes to instrument.
Yes, and it's actually an excellent starting point. These tools handle the most standardized flows, but typically leave 30 to 50% of the manual work untouched: non-standardized documents, vendor emails, exceptions, fine-grained classification, non-normalized labels. That gray zone is exactly what AI handles very well today.
All implementations run through enterprise APIs (OpenAI Enterprise, Anthropic Claude for Work) or models deployed on dedicated infrastructure based on your requirements. No training on your client data. GDPR compliance is addressed upfront, in the implementation roadmap.
Three options. Either you entrust us with the implementation and the $5,000 is deducted from the engagement fee. Or you execute it in-house or with another provider: the roadmap is yours to keep. Or you decide not to do anything. No obligation.
The team has delivered AI projects for demanding industrial enterprise clients (Thalès, Eiffage, Suez via Vivoka), structured financial deals at VINCI Concessions, and operated cybersecurity at the French Ministry of Armed Forces. This operational expertise is what we bring to your firm.
Three weeks is what it takes to really understand how a firm works: its processes, tools, edge cases. Less is superficial. More dilutes the engagement. Our method is calibrated for a dense audit, no idle time, and a directly executable deliverable.
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