Stop chasing client documents. Start the actual work.
Browes AI builds automation that collects documents, moves data between systems, and onboards clients without the email ping-pong, so Vancouver firms get through busy season with their evenings intact.
The hours you're losing every week
Chasing clients for documents all season
Three emails, two calls, and a text just to get one T4. Multiply that across two hundred clients and document chasing becomes a full-time job your highest-paid staff do during the busiest months of the year.
Manual data entry between systems
Receipts get keyed in, bank statements get reconciled line by line, and the same client details get retyped into tax software, the practice system, and the engagement letter. Tedious, slow, and where errors creep in.
Onboarding eats the first month's fee
New clients mean engagement letters, ID checks, software invites, and a dozen back-and-forth emails before any billable work starts. Growth feels like punishment because every win creates a week of admin.
What we automate for you
Document collection that runs itself
Clients get a clear checklist, a simple upload link, and automatic reminders that escalate politely until everything arrives. Your team sees exactly who is missing what without sending a single chase email.
Learn more →Bookkeeping data entry, automated
Receipts, invoices, and statements flow into your systems coded and categorized, with exceptions flagged for human review. Your staff check the unusual ten percent instead of keying the routine ninety.
Learn more →New client onboarding in one flow
An enquiry triggers the whole sequence: qualification questions, engagement letter, ID collection, and software setup, with you reviewing at the right checkpoints. New clients are ready for billable work in days, not weeks.
Learn more →Client meetings booked without email tag
Year-end reviews, planning calls, and busy season check-ins book themselves from your live calendar, with reminders that keep clients showing up prepared. Eleven-email scheduling threads stop existing.
Learn more →From audit to automation in weeks, not quarters
Free workflow audit
A 30-minute conversation plus a walkthrough of one core process. You get a written map of where time and money leak — yours to keep either way.
Pilot one workflow
We build and ship one automation end-to-end, working inside the tools you already use. You see measurable results before committing to anything bigger.
Scale what works
Once the pilot pays for itself, we extend the same approach across your operations — with your team trained to run it without us.
Oliver Browes built his career in finance automation, including products adopted by some of the largest social media companies in the world. He has spent 20-plus years inside the exact problem accounting firms face every day: too much skilled time lost to moving data between systems by hand. Browes AI brings that enterprise experience to Vancouver firms at a scale that fits a local practice.
Frequently asked
What does automation cost for a small accounting firm?
Engagements start with one fixed-price workflow, usually document collection or data entry, so the cost is known before work begins. No long retainers. The measure that matters is staff hours recovered during busy season; if the automation does not clearly pay for itself in saved time within a few months, we have built the wrong thing.
Does it work with QuickBooks, Xero, and our tax software?
Yes. QuickBooks Online and Xero both have excellent APIs, and tools like Dext, Karbon, and TaxCycle fit into automated workflows well. The approach is always to connect what you already run rather than force a migration. Your team keeps working in familiar software while the tedious data movement between systems happens automatically.
How do you handle client financial data and privacy?
Carefully and visibly. Every tool in a workflow is reviewed against PIPEDA and BC PIPA, we favour vendors with Canadian data residency where it matters, and client financial data never feeds anyone's AI training. You get documentation of exactly where data flows and who can access it, which also makes your own client privacy conversations easier.
Will automation introduce errors into client books?
The design is the opposite: automation handles the repetitive entry where tired humans make mistakes, and flags anything unusual for your staff to review. Nothing posts to client books without the checkpoints you define. Most firms find error rates drop, because the boring ninety percent is exactly where late-night manual keying goes wrong.
Can we get this running before next busy season?
Yes, if you start before the crunch. A single workflow like document collection typically goes live in two to four weeks, and the best time to build is the quiet months so everything is tested on real clients before January. Firms that automate document chasing alone usually feel the difference in the first week of tax season.