How Account for It built a roadmap for AI-assisted bookkeeping.

Account for It is an accounting and bookkeeping firm with real pressure points across their workflows. They wanted to know where AI could genuinely reduce workload — but they also needed to be certain about where professional judgement and human oversight had to remain.

The key pressure points were:

• Reconciliation and transaction processing
• Document review and client follow-ups
• Creditors and senior review handovers
• Missing documents, coding exceptions, and rework cycles

The business needed clear boundaries — not just what AI could do, but what it shouldn't. The answer needed to be practical enough to actually build on.

Elevion AI completed a structured AI Agent Discovery across Account for It's core workflows and systems. Rather than jumping straight to implementation, this engagement was designed to answer the right question first: where should we build, and what does that look like?

The discovery work:

The recommended pathway was a custom AI Bookkeeping Agent working across existing systems — supporting matching, coding, exceptions, creditors, and audit trails while the team retains review, judgement, and approval at every critical point.

During the Discovery, Elevion AI identified that the proposed AI Bookkeeping Agent had potential beyond one firm's internal workflow. The bookkeeping challenges being solved — reconciliation, exception handling, document chasing — are common across the accounting industry.

That created a genuine opportunity for grant funding and future commercialisation. Elevion AI researched a suitable grant, positioned the project around its innovation and commercial potential, and supported the grant application submission.