Accounting firms · Richmond, BC
AI automation for Richmond accounting firms.
Richmond firms keep the books for importers, wholesalers, freight companies, and families with ties across the Pacific. That means customs entries, GST paid at the border, invoices in foreign currency, and overseas assets that need reporting. Each of those adds a layer of documents to every file. We build systems that sort the layers, so your staff work on the questions instead of the paper. Discovery happens in person when it helps; the build runs remotely on the tools your firm already uses.
Every import client is a reconciliation puzzle.
Supplier invoices in US dollars or another currency, customs entries from the broker, duty and GST paid at the border, freight billed separately, and payments that do not line up with any single document. Your staff match all of it by hand to get landed cost right and claim the GST credits the client is owed. Miss one entry and the input tax credits come up short. Multiply that by every container a client brings in over a year, and the matching becomes a full-time job nobody was hired to do.
Documents matched before anyone opens them.
The system reads broker statements, customs entries, supplier invoices, and bank records, then matches them to each other and to the order. It applies the exchange rate your firm uses, separates duty from GST, and holds anything that does not tie for review. What reaches your staff is a list of exceptions, not a pile of paper. Landed cost is ready for the client sooner, and the credits get claimed in the period they belong to.
Overseas reporting tracked all year.
Clients with foreign property, accounts, or investments carry reporting obligations, including the T1135 for many of them. The trouble is that the information arrives scattered, often in other languages, and usually at the last minute. A system can request it on schedule, keep each client's foreign holdings on one record, and flag changes from last year before the deadline gets close. Your team reviews a current record instead of rebuilding one each spring.
Common questions.
Our clients send documents in Chinese and other languages. Can the system read them?
Yes. It can read and sort documents in several languages and pull out the figures that matter. Anything it is unsure about goes to a person on your team who reads that language, so nothing gets guessed at.
Can it work with the customs brokers our clients use?
It can take whatever the broker sends, in whatever format, and match it to the rest of the file. Nothing about the broker relationship changes, and the broker gets fewer follow-up questions from your staff.
How do you handle exchange rates?
We build in the method your firm already uses, whether that is daily rates or an average, and record the rate applied on every entry so the file stands up to review. Nobody has to look a rate up twice.
What if it does not work?
The guarantee is simple: we add one full-time role of capacity within 90 days, or we keep working until we do.
Accounting firms in other cities.
The next step
Find out what this looks like in your business.
One call. We talk through the operation and tell you honestly whether there is enough money on the table to be worth it. Read about how we work or see where we work, including accounting firms and businesses in Richmond.