Why manually review bank and credit card transactions when our AI bot can do it automatically? Every single transaction will be reviewed and posted by the AI bot saving you time and hassle.
Don’t spend your valuable time on reconciliation when our AI bot can take care of it with unmatched accuracy. If there are any exceptions, it will clarify with our accountant and then complete the reconciliation.
Our AI Bot automatically handles all the transaction categorization with its built-in knowledge. When it’s unsure of any item, it will seek our accountants’ help and complete the task. Transaction accuracy is assured on multiple levels.
Why wait for the end of the month when your books can be updated & ready in real-time? AI Bots can work on your books daily, weekly, or monthly. If you offer advisory services, these real-time updates can be a game changer for you.
Transactions without names, owner’s draws, similar vendors, new COAs, and many more errors will be caught by our AI. Our team fixes these, preventing serious issues for you. Getting a clean set of books has never been this easy.
Struggling to track and trace all client emails? We offer a simple and better alternative. A single separate page for every client. Easy to message, easy to track, and easy to take action.
No more manual data entry. Our AI powered OCR engine automatically extracts information from your scanned invoices, receipts, and statements and posts them to your accounting software.
Never worry about tracking client file statuses again—our platform automatically centralizes all client updates. Effortlessly stay informed, save valuable time, and let automation handle everything for you.
Journal entries, invoice payment posting, project tracking, payroll categorization, invoice creation, W9 requests, POS reconciliation, loan payment schedule, and more. All these tasks are automated with AI.
Say goodbye to repetitive month-end closing busywork. Your books are automatically closed using AI technology in collaboration with our accountants, instantly notifying you upon completion. Spend less time managing the close.
Cutting-edge AI platform branded under your brand name. Your clients will see your company name, logo, URL, and everything about you. We stay completely anonymous, powering the platform from the background.
Our machine learning algorithm constantly evolves, enhancing its capabilities. As it becomes more proficient, AI manages more tasks autonomously, delivering more accurate results for your records.
Would you like to try our
We are ISO 27001 certified (similar standard as SOC 2) with bank grade security ensuring that your books are safely managed.
Team of experts to assist you all the way through. Unlimited email or phone support for every single client regardless of size.
Our AI software solution is specifically built for accounting and bookkeeping firms. You get a tailored experience.
Don’t be left behind in the era of AI. We have made it easy for you to adopt AI in a matter of days.
We have ensured that our AI automation solution is affordable even for a solo accounting or bookkeeping practitioner.
20 years of experience in serving accounting and bookkeeping firms has helped us build a robust accounting automation platform.
Since we started using IntegraBalance, the extra time we spend communicating with our clients and chasing them has drastically reduced. This has helped us add more clients while keeping the same number of staff. Integra's automation has reduced our time spent on clients' hours which is a huge benefit for us.
Jason, Accounting Manager
Accounting firm, Omaha
Our month-end closing was consuming a lot of our staff's time. With Integra Balance we have been able to close the month end much faster. Our clients are delighted with our faster response and our staff is happier with the amount of time spent on end-of-month closing.
Elizabeth, Senior Partner
Tampa
We wanted to automate some of our time consuming accounting tasks. Integra created bots that would effectively complete the exact tasks that we wanted. The bots run overnight and send the reports in the morning, completing some of the more tedious tasks that our staff were working on. It has been working very well and we love the freedom Integra's bots have given our bookkeepers to focus on higher level tasks and quality control.
Samuel, Vice President
Nevada
I've been using Integra Balance for my payroll processing for the past 6 months and it has been pleasantly disruptive. The software is user-friendly and makes it so easy for me to manage my payroll. Their team is very professional and always available to help with any issues. I highly recommend Integra Balance to any business looking for a reliable and professional payroll automation solution.
Head of Accounting
Bookkeeping firm, New York
I have been using Integra Balance for the past 6 months to get real time reporting for my accounting firm and it has been a huge asset. It gives me total control on what is happening with each client and it helps me sell advisory services. The software is user-friendly and makes it so easy to access real time reports at any time. I highly recommend Integra Balance to any accounting firm looking for a reliable and professional automation solution.
Partner
Accounting Firm, New York
Integra Balance has completely transformed the way we handle invoicing at our firm. Their automation services have made it so much easier for us to track and manage everything, and we've seen a significant increase in efficiency as a result.
Vice President
Maryland
We've been using Integra Balance for several months now and we're extremely impressed with the results. The automation of our bookkeeping tasks has led to a drastic reduction in human error, and the time savings has allowed us to focus on growing our accounting firm.
Sr. Partner
Accounting firm, New York
The accounting automation solution offered to us also included
reading
our emails, downloading documents, classifying/organizing them and also replying back to
the
sender.
This bit of automation alone has saved us so much time. Before
automating this task, our team
was
spending a good portion of their day just handling emails. This has helped our team to
be much
more
productive and also gives our staff a work-life balance. Integra Balance has really
given us
work
life balance. Thank you.
President
Accounting firm, Seattle
I have been using Integra Balance for the past year, which has completely transformed how my accounting practice handles its tasks. The software is easy to use and has saved us a significant amount of time and money. I highly recommend them to any firm looking to streamline its accounting processes.
Head of Operations
Charlotte
As a small accounting practice, I was hesitant about shifting to accounting automation, but Integra Balance has exceeded my expectations. The software is intuitive and has helped me to stay organized and on top of my tasks.
Partner
Accounting Firm, Houston
Integra Balance has been a game changer for our firm. The software has automated many of our tedious and time-consuming accounting tasks, freeing up our team to focus on more important things. We have seen a significant increase in efficiency since implementing the system and we are very happy with the service.
President
Accounting Firm, Lexington
I have been using Integra Balance for the past few months and I am extremely impressed with the level of service and support they provide. The software is easy to use and has helped me to stay on top of my tasks. Highly recommended!
Chief Financial Officer
New Jersey
Our accounting practice implemented Integra Balance last year and there has been no looking back. The software has helped us to streamline our accounting processes and has saved us a significant amount of time and money. The customer service is also top-notch and I would highly recommend them to any business looking to automate its accounting.
Accounting Manager
New Jersey
We were growing quickly and were losing control of our service level. We even had to turn away a few new clients. It was disheartening for me to say no to new business. Luckily, I found Integra at the right time. Now I can take up as much new work as possible and still retain 100% control.
Owner
CPA Firm, Washington DC
We were worried about automation and how it could impact our practice. We had to find a way to embrace it rather than seeing it as a threat. Integra made it easy for us to adopt accounting automation technology even for a small practice like ours. We think that we are set for the next 10 years.
President
Bookkeeping Firm, Alexandria VA
I love the fact that we are able to bill clients for the hours done not only by our staff but also by the robotic accountants. I could even boast in our local business network meeting that we are not boring accountants anymore and we can even bill when we are on vacation. Try doing this in your business.
Partner
CPA Firm, Virginia
We analyzed a couple of accounting automation vendors and finalized with Integra for our automation needs. We have been using their accounting robots for the past 1.5 years and are impressed with the efficiency and accuracy of the tools they have created. Our profits have increased along with the productivity level of our staff, who are no longer doing repetitive tasks that can be a bit boring. I’d recommend Integra Balance to anyone who wants to automate their accounting practice using robots.
Sr. Partner
Massachussets
The team delivered what they promised and we have no complaints whatsoever. Their accounting automation support team is very responsive and I do not have to worry about any errors happening outside of the process. The transition from manual to robots was a breeze, thanks to the Integra team, who accommodated our needs as a small accounting firm.
Owner
CPA Firm, Texas
We have had a very positive experience with this automation tool and the time we used to spend on all those manual tasks has been freed up. We can now focus on more value added tasks at our firm. Integra Balance can handle all of the repetitive tasks that are expected in an accounting practice. We've noticed that the quality of the output is fantastic and almost error-free. Their price plans are very affordable, and we did not have to invest much either.
Partner
Accounting Firm, Baltimore
As an ISO 27001 and PCI certified organization, we bring the same enterprise-grade security to our software. ISO 27001 is a similar standard to SOC2. SOC2 is popular in the USA and ISO 27001 is a worldwide standard.
We meet all applicable international data privacy laws and work with clients certified under global IT protocols such as: GDPR, ISO 27001, SOC, HIPAA and PCI.
Find out how other practices have benefited using Integra Balance AI bookkeeping automation. 87% of practices who viewed AI bots in action have instantly discovered the advantages of using them at their firm.
Integra Global Solutions Corp
7500 Brooktree Road, Suite 100
Wexford (Pittsburgh)
PA 15090
+1 412 267 1529
Integra Global Solutions Corp
Ayala Cebu Tower,
Cebu Business park, Cebu 6000
+1 412 267 1529
Integra Global Solutions UK Ltd
College House
17 King Edwards Road
Ruislip, London, UK, HA4 7AE
+44 (0)20 7993 2949
Integra Global Solutions Corp
32 Blencathra Hill, Unit 100, Markham
Ontario
+1 412 267 1529
Integra Global Solutions Corp
First floor, Kanapathy Towers,
Opp.BSNL exchange, Ganapathy,
Coimbatore – 641 006, India
+91 (0422) 437 9555
Integra Global Solutions Corp
+61 02 8005 1836
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Accounting AI robots can be employed across various accounting processes at every accounting firm. Our accounting AI automation experts can assist you in identifying processes suitable for automation. You just need to specify the accounting process where you want to implement AI, and our experts will collaborate with your team to analyze and determine an achievable automation opportunity. You can start with a small-scale project, assess its success, and then gradually expand. We have prebuilt accounting AI solutions that can be deployed immediately as well.
An accounting AI bot is a software program that emulates human tasks on a computer. These bots can be programmed to perform a wide range of tasks, just like a human would. Accounting AI bots are known for their high accuracy and consistent work performance. With the addition of AI technologies, these bots are very powerful.
Accounting AI RPA can benefit accounting practices of all sizes, from solo practitioners to large practices with multiple offices. There are no restrictions based on the company's size.
Accounting AI robots can handle repetitive tasks, allowing your team to focus on more strategic and intellectually challenging tasks, increasing job satisfaction. These accounting AI robots can also handle complex and time-consuming tasks, freeing your team from resource constraints. Your team can then concentrate on value-added, intelligent tasks that benefit your organization. For example, a repetitive bookkeeping task can be completely automated, freeing your staff from mundane work and ensuring 100 % accuracy in the process.
We provide detailed reporting on the tasks completed by each accounting AI bot including any instances where a task was not handled or passed. Unlike humans, AI bots are not influenced by external factors and focus solely on the task at hand, ensuring 100% accuracy in every task they handle.
One of the advantages of accounting AI & RPA is that you can start with small projects. You can begin with a task that takes a few hours each day for your staff. This allows you to understand the process and its benefits. You can then gradually expand to automate other accounting tasks and areas in your company.
You need not make any changes in your existing software or hardware investments. Our accounting AI bots are like employees who work on your existing software and hardware, working just as your remote employee does.
Common criteria for selecting processes to automate using artificial intelligence bots include those that involve constant staff turnover, are repetitive, costly, have low accuracy, receive numerous customer complaints, miss deadlines, and struggle with workloads. However, each accounting practice is unique, and we can consult with you to identify the pain points in your firm. We will then deploy the right AI technology that will suit your exact needs.
We create and deploy AI robots that mimic the functions of your in-house accounting staff. These accounting AI robots are trained to handle time-consuming, repetitive tasks on your computer without requiring changes to your IT infrastructure. They work consistently, without distractions, and are cost-effective even for a small accounting practice.
We also have prebuilt AI for several accounting processes that you can start using immediately. For more complex tasks, the implementation time varies depending on the project's size and complexity. Smaller projects can be completed in as little as two weeks, while larger ones may take a couple of months. We will provide a specific timeline after analyzing your accounting processes.
The investment in AI RPA is a fraction of the typical investments in other software or IT projects. We offer flexible pricing models tailored to your requirements and will discuss your options with you. Our pricing is affordable even for solo practitioner accounting firms.
Your accounting AI robot can seamlessly scale up or down as needed, allowing you to handle workload fluctuations without additional costs.
Accounting AI & robots are not intended to replace your team but to reduce their workload of repetitive tasks. This frees up your team to focus on more valuable and strategic work that benefits your organization.
On average, an AI robot costs 20% to 33% of a full-time employee (FTE). However, AI robots work 24/7/365 without taking vacations and do not quit, providing significant cost savings.
The payback time for accounting AI implementation varies based on the project's scale. For most projects, payback starts within three months. For larger projects, it may take up to 12 months to realize a return on investment. However, we have AI for several accounting processes where the ROI is realized from the first month.
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