When clients are happy, your whole firm is happy. That’s why Client Hub’s revolutionary approach to practice management has always been grounded in a people-first mindset.
Now we’re harnessing the power of AI for accounting firms with the same human-centered approach.
With the latest AI incorporated throughout Client Hub, we’ve set our sights on goals like a 90%+ time savings in many of the aspects of the work in your firm.
We’re bringing transformative ideas to life, and we’ll be happy to show you how.
Use AI to generate job tasks and task details, generate intelligent email replies, automatically ask clients for missing information, and much more.
Don’t just search by keyword. Just ask a question and intelligently look across emails, meeting transcripts, internal notes, and even in files to bring you the answer.
AI summarizes meeting notes and action items, it tells you what’s in a file without opening it, it gives you a sentiment of each client based on their interactions, and more.
Generic AI tools don't know your business. Because Client Hub’s AI is embedded directly into our practice management platform, it can securely access your client emails, meeting notes, internal job details, and file uploads. This provides the context it needs to generate accurate workflows, draft relevant replies, and predict what you need next.
Nothing could replace you! Our AI acts as an intelligent "first reviewer,” surfacing potential issues for you to verify. Whether it's analyzing a P&L for anomalies or flagging a miscategorized expense, the AI scans detailed data so you can apply your expertise where it really matters.
No. We’ve designed Client Hub’s AI for accounting firms to be magically simple and easy for anyone to use without a steep learning curve. Simply click "Summarize," "Generate," or "Review" and the software gets to work. You don’t have to write complex commands, because the information the AI needs is embedded in your inbox, task list, and client files.
Our AI features standardize and automate quality control. The AI runs a background diagnostic on your QuickBooks or Xero data, highlighting unexpected changes or data hygiene issues like missing payees automatically and in seconds. Instead of spending hours manually clicking through hundreds of transactions to spot mistakes, you can close books faster and with higher confidence.
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