Data entry, gone from your day.

For accountants tired of hunting docs while real review waits.

30 min · Clear yes or no · First builds often live in 2-4 weeks

What we do for you

We build agents around client intake, missing-document chase, categorization assists, and status updates so your week is review and advice, not inbox archaeology.

You still own the books and the judgment. The system owns the nagging and the routing.

If this is your week

  • Clients drip documents after the third reminder
  • Every engagement starts with a messy folder dump
  • You recategorize the same merchant names monthly
  • Status lives in email threads nobody can find

What you get

  • Intake flow that collects what you need up front
  • Automated chase with polite, timed client nudges
  • Hooks into email, portal, sheets, or accounting tools
  • Exception queues for items that need a human eye
  • A clean trail of what was requested, sent, and filed

Proof, not slides

How we measure it

Hours off chase, fewer incomplete files at review start, and faster turnaround without lowering review standards.

Travel ops parallel

94% faster response once request routing and follow-up stopped depending on one person. Same pattern for client document loops.

Before you book

No. It removes the intake and chase layer so bookkeepers and accountants spend time on accuracy and clients.

Only on rules you approve. Ambiguous items escalate with the source docs attached.

Access is scoped, actions are logged, and we design around the tools and policies you already trust.

How does Hazvex help accountants?

Hazvex builds custom AI and automation for accountants drowning in client intake and document chase. We map one engagement workflow, connect email and accounting tools, automate collection and reminders, and escalate exceptions for human review. First builds usually go live in two to four weeks and target hours returned without weakening review quality.

Stop hunting docs. Start reviewing.

One call. We pick the intake loop that steals the most billable time.