Yaakov.AIFree audit
ACCOUNTING & INSURANCE

AI automation for accounting & insurance firms.

Built for the three tasks eating your week — client document chasing, receipt & statement categorization, and renewal reminder sequences.

INQUIRY · FORM 01REQUIRED FIELDS *

20 minutes. No pitch. You leave with a list of what to automate first — whether or not you hire me.

Prefer to just book a time →

Accountant's desk with spreadsheets, calculator, and laptop
§ INDUSTRY BRIEF · ACCOUNTING & INSURANCE

Built by an operator who runs a $1M+ business himself — not an agency writing decks about your workflow.

§ 01 · THE HOUR-BY-HOUR PROBLEM

Where the week goes.

Approximate hours a typical accounting & insurance firms operation burns on tasks a machine can do.

TASKWHO DOES ITHRS / WEEK
Chasing missing client documentsStaff accountant~6
Categorizing receipts and bank statementsBookkeeper~12
Renewal and policy review remindersAccount manager~4
Building proposals and comparison sheetsProducer~5
Filing and organizing client documentsAdmin~4
TOTAL PER WEEK~31 hrs
§ 02 · AUTOMATIONS FOR ACCOUNTING & INSURANCE

What I'd build for you.

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Uncheck anything you don't want. The "Send this build sheet" button carries your selections into the full builder.

§ 03 · WHEN IT'S RUNNING

By the second week of January every client has been reminded, exactly once, in the tone you'd use yourself, and 80% of the documents are already in the folder. Receipts and statements land pre-categorized so the bookkeeper reviews instead of types. Renewals go out on schedule, proposals come together in an afternoon, and you spend billable time on advice.

§ 04 · FAQ

Questions I get from accounting & insurance firms.

How much of the January document-chasing headache can actually be automated?
Most of it. The automation sends the initial request with a client-specific checklist, follows up on a schedule you set, accepts uploads through a portal or email, and files each document to the right folder. Firms typically cut chase time by 70–80% and hit tax deadlines with fewer extensions.
Is client financial data safe with AI-driven receipt categorization?
Yes. Everything runs on infrastructure that will sign a data processing agreement, with encryption in transit and at rest, and nothing is used to train external models. Files live in your existing document system (SmartVault, ShareFile, or similar), and access is logged so any partner can audit who read what.
How accurate is AI categorization of receipts and bank statements?
For business bookkeeping it hits 90–95% accuracy out of the gate and improves as it learns your chart of accounts and vendor patterns. Bookkeepers review the exceptions rather than every transaction, which cuts monthly close time by 40–60% for a typical small-business book.
Can insurance agencies use this to manage renewals across multiple carriers?
Yes. The system tracks renewal dates from each carrier, kicks off review sequences 60/30/15 days out, gathers updated information from the client, and generates renewal proposals or comparison sheets automatically. Retention typically goes up because no policy renews without a conversation.
Does this replace bookkeepers or account managers?
No — it removes the parts of their day that turn into overtime in January and October. The same team can carry more clients without hiring, and the work they do is the work that actually needs a person: judgment calls, advisory conversations, and relationships.
§ 05 · BOOK

Twenty minutes. A ranked list of what to automate first in your accounting & insurance firms.

No pitch. You leave with an honest estimate of hours you'd get back — whether or not you hire me.

Book the free audit →Or send the build sheet →
§ 06 · OTHER INDUSTRIES
Free automation audit — 20 min