For accounting and CPA practices
Accounting automation
Client documents read and filed on arrival, figures written straight into QuickBooks or Xero, transactions matched automatically. Your team reviews the exceptions and nothing else.
Your clients' paperwork, handled by Spirit
T4s, receipts and bank statements are read and filed by client and tax year as they arrive. Spirit is our document processing platform: start free with 150 credits and no card, then plans from $39 USD a month.
Need more than documents, like a client portal or a month end workflow? We build that too.
What is accounting automation?
Accounting automation reads client documents as they arrive, files them against the right client and year, extracts the figures, and writes them into QuickBooks or Xero. Transactions are matched automatically and only the exceptions reach a person. The work that disappears is keying, not judgment.
30 to 60% lower cost on the processes automated
Professional judgment and file responsibility remain with the practitioner under the CPA Ontario Rules of Professional Conduct. See CPA Ontario
Written and maintained by Risov Biswas, COO and co-founder at Aslynx. Last reviewed .
Month end close, five days to two
“We used to spend 40 hours a month reconciling invoices across three systems. Aslynx connected our accounting software, automated the matching, and now our team reviews exceptions only. Month end close went from five days to two.”
Managing Partner, CPA Firm
What gets automated
Receipts, slips, statements and year end packages arrive in every format a client can produce. Each one is read, classified and filed against the right client and tax year without anyone sorting an inbox.
Amounts, dates, vendors and account codes pulled from the source document and written into QuickBooks or Xero. The keying step disappears, and with it the transposition errors nobody catches until review.
Transactions matched across systems automatically, with only the exceptions surfaced for a human. Your team spends its time on the twelve items that disagree, not the twelve hundred that do not.
Month end packages, management reports and client summaries built from live data and delivered on schedule. No one pulls figures into a spreadsheet the night before.
Checklists populated from the documents already received, so the status of every engagement reflects what has actually arrived rather than what someone remembered to tick.
Supplier invoices captured, coded and routed for approval, then posted to QuickBooks or Xero. On the receivables side, incoming payments are matched to open invoices and overdue accounts get their reminders on schedule. Your team approves. It doesn't key.
Is this robotic process automation (RPA) for accounting?
It does the same job with a sturdier method. Classic RPA mimics a person clicking through screens, which breaks whenever a screen changes. We connect QuickBooks, Xero and your other systems directly and use AI to read the documents, so there's no fragile screen scripting in between.
Common questions
Does it work with QuickBooks, Xero and TaxDome?
Yes. Aslynx integrates with QuickBooks, Xero, NetSuite, TaxDome and Caseware, and connects to custom or legacy systems over API. Nothing needs to be migrated: the automation writes into the software your practice already runs.
How much does accounting automation cost?
Projects are fixed price, set by scope rather than billed hourly, and quoted after a free audit of your actual workflow. Ongoing monitoring after launch is $500 to $2,000 a month and optional. Every engagement starts with a free audit and a written estimate.
No migration required
Your ledger stays where it is. The automation writes into the software your practice already runs, and connects to anything else over API.
Start free, or have us build it
Spirit is free to start, with no card. For a CRM, a portal or anything beyond documents, custom projects are fixed price, quoted after a free audit of your actual workflow.
Background reading
The highest return targets for Canadian businesses, with what each one replaces.
Plain definition, how they differ from a rules engine, and where they earn their keep in a small business.
Adoption rates, hours recovered and error reduction, with the sources rather than the round numbers.