AI & Automation
AI & Automation

The next workforce is already here.

Teonai combines accounting expertise with AI and Agentic AI to help accounting firms increase capacity, reduce repetitive work and deliver more value to their clients.

People
with expertise
+
AI that
gets work done
+
Better outcomes
for your firm
OUR AI CAPABILITIES

From automation to intelligent agents.

Practical AI solutions designed for accounting firms built by people who understand accounting.

01

AI Advisory

Strategy. Roadmap. Value.

We help you identify opportunities, assess readiness and develop a practical roadmap for AI in your firm.

  • AI readiness assessment
  • Use case identification
  • Technology selection
  • Implementation roadmap
  • Governance and risk framework
  • Change management support
02

AI Implementation

Turn ideas into impact.

We design, implement and integrate AI solutions into your existing processes and systems.

  • Workflow automation
  • Document extraction and data capture
  • Reconciliation automation
  • Report generation
  • Integration with your accounting software
  • Training and ongoing support
03

Agentic AI

Digital workers. Real results.

Move beyond tools. Our Agentic AI solutions execute defined workflows, working alongside your team.

  • Close Agent
  • Reconciliation Agent
  • Audit Agent
  • Reporting Agent
  • Bookkeeping Agent
  • Client Service Agent
OUR AI AGENTS

Specialised agents for accounting workflows.

Configured for accuracy. Trained for context.
Designed to work with your team.

Close Agent

Monitors close tasks, requests missing info and flags exceptions.

Reconciliation Agent

Prepares reconciliations, identifies unmatched items and escalates.

Audit Agent

Organises PBCs, performs preliminary testing and prepares workpapers.

Reporting Agent

Compiles reporting packs, performs consistency checks and drafts commentary.

Bookkeeping Agent

Classifies transactions, identifies anomalies and routes exceptions.

Client Service Agent

Tracks outstanding information and communicates routine requests.

OUR APPROACH

Human + AI.
A higher standard.

AI executes

Processes data, completes routine work and highlights exceptions.

Accountant validates

Reviews outputs, resolves exceptions and ensures accuracy.

Senior reviews

Applies judgement, assesses risk and finalises work.

Better outcomes

More capacity. Higher quality. Greater value for your clients.

READY TO EXPLORE WHAT'S POSSIBLE?

Let’s build your AI-enabled future.

Book a discovery call and we'll show you how Teonai can help your firm use AI and automation to increase capacity and drive better outcomes.

INTELLIGENCE
IN ACTION.