Skip to content

Automation for accounting and bookkeeping firms

Your firm stops typing in invoices.

We receive, read and sort your clients' invoices and documents with AI, ready to load into A3, Sage, Holded or whichever tool you use. Your team stops typing and quarter-end stops being a sprint.

Automated flow
Invoice arrives
AI extracts the data
Sorted by client
Ready for your tool
Time given back to the team~20 h/week

Fits what you already use

  • WhatsApp
  • A3
  • Sage
  • Holded
  • Make
  • n8n
  • Zapier
  • Google Sheets

How it works

From the invoice to your tool, without typing

We've packaged the automation that saves the most time in the sector: receiving, reading and classifying your clients' invoices with AI, ready for your software: A3, Sage, Holded or whatever you use.

No software change · Test with your real documents

  • Invoices come in by email, WhatsApp or photo
  • AI extracts date, net, VAT and supplier
  • They're classified by client and category
  • Ready to push into your software

Your invoices, read and sorted on their own

Not a mockup: it's the client area that comes with the service, working today. Drop the PDF or the photo, AI pulls the data out, checks that it adds up and files it under your business categories. Anything that doesn't add up is flagged for you to review.

cupedge.com/area-cliente
Screenshot of the CupEdge client area: invoice history with the period's tax summary, spend by category and the status of each invoice.Screenshot of the CupEdge client area: invoice history with the period's tax summary, spend by category and the status of each invoice.

Checks that net + VAT matches the total

Files it under your business categories

Exports to CSV for your accountant

Try it right now with one of your own invoices

No sign-up, and you give us nothing. Drop a PDF or a photo of an invoice and see what it pulls out: it's the same engine that later reads your clients' invoices, not a rigged demo.

We don't store the file or anything we extract. It's read on the spot and discarded with the response.

What else we automate

Invoices are where we usually start, not all we do. Once quarter-end stops eating the week, the next repetitive task tends to surface. These are the ones we get asked for most.

AI messaging agent

Not a canned-reply bot: an agent that serves your customers 24/7 on WhatsApp, Instagram or your website chat. It answers with your real business context, captures orders and bookings, and pings a person when needed.

Process automation

We connect your tools (CRM, email, invoicing, spreadsheets) with AI and no-code (Make, n8n, Zapier) so information flows on its own, no copy-pasting.

Consulting and audits

We look at your processes, spot where the time goes and give you a clear roadmap of what to automate first.

From the first call to processes that run themselves

A short method, no fluff. You know what happens at each step and what you'll gain.

01

Diagnosis

A call to understand your business and map where you lose time. No cost, no commitment.

02

Design

We propose what to automate, with which tools and what you'll gain. Fixed quote, no surprises.

03

Build

We build and test the automations with your real data, integrated with what you already use.

04

Support

We train you, measure results and fine-tune. We stay close so everything keeps working.

Down-to-earth automation

~20 h

of manual work recovered every week, on average

2 to 4 wk

from idea to running in production

0

months of lock-in. You stay because it works

We speak your language, not tech-speak.

We explain what we do and why, without unnecessary jargon.

We start where it hurts most.

We prioritise the automation with the highest return, not the flashiest one.

You're in charge of your data.

We work with your tools and with no strings attached. If you leave, it all stays yours.

How many hours automation gives you back

Drag the sliders using your own numbers. It's an estimate to frame the conversation, not a quote: the real figure comes out of the audit.

12h
3
22

1,160

hours of manual work recovered per year

€25,500

in cost of those hours, per year

Based on 46 working weeks a year and assuming 70% of those tasks get automated, which is what we usually reach in a first project.

Book your free audit

We get your email and the numbers you just moved, nothing else. Only to reply to you.

Start free. Pay only for what you automate.

No hidden fees, no lock-in. First we see if it's worth it; if it isn't clear, we'll tell you.

Initial audit

Free

A call to review your processes and spot what to automate first. You leave with a roadmap, whether or not you go ahead.

  • Diagnosis of your processes
  • Proposal of what to automate
  • Estimated time savings
  • No commitment
Recommended

Automation project

Custom

We design, build and test the automations with your real data. Fixed price agreed before we start, no surprises.

  • Custom automations (AI + no-code)
  • Integration with your tools
  • Testing with real data
  • Training for your team

Ongoing support

Monthly fee

For businesses that want to keep automating and have someone close by: maintenance, improvements and new automations every month.

  • Maintenance and monitoring
  • New automations
  • Priority support
  • Cancel anytime

Every plan starts with the free audit.

What people usually ask us

How much does it cost to automate my business?

It depends on what and how much you automate. That's why we start with a free audit: you'll see which tasks have the highest return and we give you a fixed quote before we start, no surprises.

Do I need technical knowledge?

No. We handle the whole build and train you for the day-to-day. You bring the knowledge of your business; we bring the technology.

How long until I see results?

Most automations are up and running in 2 to 4 weeks. We start with what saves you the most time so you notice the change as soon as possible.

Does it work with the tools I already use?

Yes. We connect with what you already have (CRM, email, invoicing, spreadsheets, online store) instead of forcing you to switch software.

Is it safe with my data?

We work on your own tools and accounts, and follow security best practices. Your data is yours: if you stop working with us, it all stays yours.

What if the AI gets it wrong?

We design automations with checks and alerts, and keep human oversight where it's needed. AI removes the repetitive work; the important decisions stay yours.

Is there any lock-in?

No. Ongoing support is monthly and you can cancel anytime. We stay because it works, not because of a contract.

Let's talk

Tell us what's stealing your time

We reply within 24 h with a first idea of where to start. No commitment.

  • The first call costs nothing
  • Fixed quote agreed before we start
  • No lock-in, no hidden fees

Or write to us directly

info@cupedge.com

We reply in under 24 hours

By submitting you agree that we contact you about your enquiry. We don't share your data.