Save 20+ hours a week per accountant. BaigOps builds the systems that handle client intake calls, parse invoices and receipts, chase missing tax documents, and surface review-ready output to your team — so partners spend time on judgment, not data entry.
Chasing client documents, parsing receipts, manual data entry, reconciling against bank feeds — the work scales linearly with clients. Hiring doesn't fix it.
"When's my refund?" "Did you get my W2?" "Can you call back about my LLC?" Every minute on triage is a minute lost on billable work.
Despite years of "automation" promises, most firms still have a junior accountant retyping receipts into QuickBooks. Modern OCR + AI eliminates this entirely.
The work is patterned, predictable, and exhausting to a human. It's the perfect AI workflow — humans review exceptions, AI handles the routine.
Partners can't 10x their review capacity by hiring. They can by automating preparation so review starts at 90% complete instead of 40%.
24/7 client intake, return-status queries, appointment booking, document reminders — routed to the right partner with full context.
Learn more →Trained on your service catalogue, fee schedule, document checklists — answers client questions instantly across web and email.
Learn more →Invoices, receipts, W2s, 1099s, K-1s — parsed, structured, and posted to your accounting system. Zero retyping.
Learn more →Automated reconciliation against bank feeds, with anomaly flags and exception queues for your reviewer.
Learn more →Surface unusual transactions, period-over-period swings, vendor changes — proactive flags before they become problems.
Learn more →Automated multi-channel reminders for missing client documents during tax season. Track receipt, escalate, close.
Learn more →Voice agents for client calls, document OCR, tax document collection, reconciliation agents, and the workflows that get partners out of data entry and back to advisory work.
Read the playbook →A 30-minute strategy call with a principal engineer. We audit your firm and quote a build in writing within a week.
Book a strategy call →