AI Solutions for Accounting
Automate the repetitive work so you can focus on high-value client advisory
AI Virtual Receptionist
Answer every call 24/7 with an AI receptionist that sounds human. Handles scheduling, answers FAQs, live-transfers calls, and books appointments directly from your calendar or CRM.
Customer Management Automation
Automate client follow-ups, appointment reminders, review requests, and lifecycle communications. Keep every client engaged without lifting a finger.
Marketing & Sales Automation
AI-driven lead nurturing, email campaigns, social media scheduling, and sales pipeline automation. Turn more prospects into paying clients on autopilot.
Tax Document Processing
Automatically extract data from W-2s, 1099s, K-1s, and other tax documents. Reduce manual entry errors and save hours per return.
Receipt & Expense Categorization
AI-powered categorization of receipts and expenses into the correct chart of accounts. Works with photos, PDFs, and email attachments.
Bookkeeping Automation
Automate bank reconciliation, invoice matching, and recurring journal entries. Catch discrepancies before they become problems.
Client Intake Automation
Streamline new client onboarding with intelligent forms that gather the right information and populate your practice management system.
Financial Statement Analysis
AI-assisted review of financial statements to flag anomalies, identify trends, and generate insights for client advisory.
Practice Management Integration
Connect your existing tools with intelligent automation that learns your workflows and eliminates double-entry.
Solutions by Service Line
AI automation tailored for every aspect of your practice
Tax Preparation
Automated document collection, data extraction from tax forms, and intelligent review checklists
Bookkeeping Services
AI-powered categorization, reconciliation automation, and anomaly detection
Audit & Assurance
Automated sampling, document request tracking, and workpaper preparation
Advisory Services
Financial analysis automation, cash flow forecasting, and client reporting
Our Applications
Purpose-built software from Pumpkin for specific industries and use cases.


