Client document extraction
High volume · fixed schema · repetitive
Invoices, receipts and bank statements turned into proposed coded entries, with the mismatches flagged.
AI on client work, inside the practice.
Draft accounts, client emails and tax computations get finished in AI tools the firm never chose. Runvo gives the practice one private workspace at ai.yourcompany.com, inside your own perimeter, deployed and operated for you.
The rollout happened without the firm.
It rarely goes through a decision. Someone opens a browser tab, pastes in a client’s figures and gets the job out, and the firm finds out later or not at all. A policy that only says no leaves the exposure in place, because the work still has to go out on Friday.
- Nothing stops client figures going into a public AI tool
- The AI policy says no and offers nothing in its place
- AI subscriptions arrive on expense claims, one seat at a time
- Nobody can say which client files have been near an AI tool
Both halves of the bill.
ai.yourcompany.com
Audit, tax and accounts teams reach for AI on live client files, in whatever they opened in a browser tab. A workspace at ai.yourcompany.com gives them an approved place to do the same work: every team on one system, client material staying inside your own perimeter, and the firm’s own guidance and templates built in.
- Audit and assurance
- Tax advisers
- Accounts and bookkeeping
- Advisory and corporate finance
- Practice operations
api.ai.yourcompany.com
Your firm is not shipping an AI product to millions of people. What it has is practice management, document management and workflow systems that can be pointed at one endpoint of your own where they support it, and the repetitive jobs below, which stop being done one file at a time.
One deployment serves both addresses, under one contract, and client data stays inside it.
The jobs that repeat on every file.
Repetitive, recurring, and the same shape every time: that is the test for a job that runs through api.ai.yourcompany.com rather than a chat window. These are the ones that usually clear it in accountancy, tax and advisory firms.
Client onboarding packs
Recurring · document-heavy · batch
Identity documents, ownership structures and source-of-funds evidence read and assembled into one pack.
Tax return data assembly
Seasonal peaks · fixed schema · batch
Source documents read and mapped into the fields the return needs, with anything missing listed.
Management-accounts commentary
Monthly cycle · batch · reviewed
First-draft variance commentary from the month’s figures, in the firm’s house format.
Deadline and query correspondence
Recurring · scheduled · reviewed
Chasers for missing records and deadline reminders, drafted from where the job is, for the team to send.
The same work, somewhere the firm has approved.
Where client data goes
Whatever tool was open
Inside your own perimeter
Who operates the system
Nobody the firm appointed
Runvo, under a UK contract
What you can show afterwards
Very little
A record of who used it, and when
Cost per person
Several subscriptions, expensed
Flat, around 60% less than a premium licence
Data residency
Whatever the terms of service say
The region you name
When someone leaves
Their account, their history
Access ends, the work stays with the firm
Illustrative. Which of these hold for your firm depends on your systems, your client base and the policy you already have, and some of this work is better left where it is. That is what the assessment establishes, before anything moves.
One
Approved place to work
Available to every employee, on the same system.
0
Records leaving the workspace
Inference runs on infrastructure of your own.
Fixed
Price per person
Nothing inside it is metered.
What we treat as non-negotiable.
A person still signs
Drafts stay drafts. Nothing the workspace produces is a set of accounts, a return or a piece of advice until your own review and sign-off has been through it, and the workspace records who did what inside it.
Nothing we cannot show
Runvo will not claim a certification it does not hold, and none of this makes your firm compliant on its own. What it will show you is checkable: where inference runs, UK and EU data residency, a UK contract, and your own retention policy.
Runvo operates it
Deployment, access control, monitoring, updates and support sit with Runvo, and your IT manager does not become an AI team. What stays with the firm is the part that should: who has access, and which of your own material the workspace may use.
Tell us what you run in accountancy and advisory work.
We start from your real traffic (volumes, prompt shapes, quality bars and latency targets) and tell you which workloads are worth moving. If none of them are, we say so.
Talk to Runvo
Tell us the size of the firm and what your client contracts require.