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AI for accountants. For accounting and tax firms.

Document intake, reconciliation support, tax research and client communication with Claude, under professional secrecy, reviewed by your accountants and governed under the EU AI Act.

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In short

How can accountants use AI, and how does Solorai help?

Accountants use AI models such as Claude to read client documents, support reconciliations, research tax questions and draft client communication, with an accountant reviewing every entry and every piece of advice. Solorai sets up Claude Enterprise for accounting and tax firms, builds AI agents for recurring workflows and governs their use under the EU AI Act.

Written and reviewed by Solorai

to assess your use cases and data
2 weeks
people, at most, in a first pilot
50
to roll out to up to 250 people
6 to 8 weeks

What can accounting and tax firms do with Claude?

The six uses accounting firms usually start with. An accountant reviews every entry, return and piece of advice before it reaches a client.

  • Accounting firms

    Document intake

    Read invoices, receipts and bank statements, extract the data and prepare entries for review in your accounting software.

  • Accounting firms

    Reconciliation support

    Match bank lines with ledger entries, list the exceptions and propose an explanation for each one.

  • Accounting and tax firms

    Client communication

    Draft requests for missing documents and answers to client questions, in the client’s language, for an accountant to approve.

  • Tax advisers

    Tax research

    Research a question across legislation, guidance and your internal notes, and draft a memo with sources an adviser can check.

  • Outsourced accounting

    Month-end close for clients

    Prepare close checklists, accruals and variance notes for each client from their own figures.

  • Accounting and tax firms

    Review before sign-off

    Check working papers and returns against your checklists before partner review and list what is missing.

Confidentiality and compliance

How does AI in accounting stay confidential and compliant?

Client financial data is confidential by law and by contract. These are the controls we put in place before the first client file goes into Claude.

  • Professional secrecy by design

    Work runs in your own Claude Enterprise organisation, with single sign-on, roles and client-level permissions. Under Anthropic’s commercial terms, your content is not used to train models by default.

  • An accountant signs off

    Entries, returns and advice are reviewed and approved by a qualified accountant. AI agents ask for approval before they post or send anything.

  • Data protection

    Client personal data is processed under a data processing agreement, with retention rules you decide and access logged.

  • Classified under the EU AI Act

    We classify each use before it goes live and write the firm’s AI policy, so staff know what they may and may not do.

EU AI Act classificationExamples for this sector

Unacceptable risk

Banned since 2 February 2025, such as social scoring or emotion recognition at work.

High risk

  • Screening job applicantsHigh-risk obligations, Annex III, employment
  • Evaluating staff performanceHigh-risk obligations, Annex III, employment

Limited risk

  • A chatbot that answers clientsTell users they are talking to an AI system

Minimal risk

  • Bookkeeping, reconciliation, reporting and tax researchAI policy and AI literacy measures for staff

No point of Annex III covers bookkeeping, financial reporting, tax or audit work. Obligations for the high-risk uses apply from 2 December 2027, as amended by Regulation (EU) 2026/1744. We classify every use before it goes live.

How we deliver

How does Solorai deliver AI for accounting firms?

The same three services as in every engagement, set up for the rules of this sector.

  • Claude Enterprise

    Claude for every accountant and team: single sign-on, roles, client-level permissions, Claude for Excel and training on real client files.

    Claude Enterprise services

  • AI agents

    One agent per workflow, such as document intake, bank reconciliation or missing-document requests, monitored, logged and approved by an accountant.

    AI agent services

  • EU AI Act and governance

    An inventory of every AI use in the firm, risk classification under the EU AI Act, an AI policy and training for accountants and staff.

    EU AI Act compliance services

Where to start

  1. AI readiness assessment

    About 2 weeks

    We map your service lines, client documents and software, and pick the uses with the clearest value.

  2. Pilot

    Up to 50 people

    One team works on real client files, with success criteria agreed before the start.

  3. Rollout

    6 to 8 weeks

    Claude goes to the whole firm, with playbooks, connectors and training.

FAQ

AI for accountants, in short

How can accountants use AI?

Accountants use AI models such as Claude to read invoices and bank statements, support reconciliations, research tax questions, prepare close checklists and draft client communication. An accountant reviews every entry and every piece of advice.

Can Claude work inside Excel?

Yes. Claude for Excel has been generally available on paid Claude plans since May 2026, together with Claude for Word and PowerPoint. It reads a workbook, answers with cell-level citations and explains the changes it makes.

Can an accounting firm use AI without breaching client confidentiality?

Yes, with the right setup: Claude Enterprise with single sign-on, roles and client-level permissions, a data processing agreement and retention rules. Under Anthropic’s commercial terms, content is not used to train models by default.

Is AI for accounting high-risk under the EU AI Act?

Usually not. No point of Annex III covers bookkeeping, financial reporting, tax or audit work. Screening job applicants and evaluating staff performance are high-risk, with obligations from 2 December 2027.

Will AI replace accountants?

Not in the setups we build: AI prepares and checks the work, while accountants review it, sign it and stay responsible for it.

How does an accounting firm start with AI?

With an AI readiness assessment of about 2 weeks, then a pilot with one team of up to 50 people, then a rollout of 6 to 8 weeks to the whole firm.

Related reading

Sources: Regulation (EU) 2024/1689, Regulation (EU) 2026/1744

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