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Hi {{firstname|everyone}},
Let me guess, your inbox is full of AI tools?
One to write reports. One to chase clients. Another to summarise transactions. Useful? Maybe. Integrated? Never.
And that’s the real problem. That’s where Agentic AI comes in.
It’s a system that can independently execute multi-step, real-world workflows, the kind your team spends hours doing every week.
And for accountants, this changes everything.
Onboarding That Doesn’t Drain Your Week
Client onboarding today is a maze of emails, documents, folders, and handovers, with delays adding friction at every step.
In fact, accountants spend up to 40% of their time coordinating tasks and chasing documents rather than doing actual client work.
Agentic AI changes that by understanding the entire workflow and driving it forward without constant prompting.
It can:
Generate and send personalised emails automatically
Track KYC documents that have been received and follow up on missing ones
Set up folder structures in your cloud storage and create records in your practice management system
You’re not micro-managing anymore. You’re simply supervising a process that’s already in motion.
Month-End That Moves Without You Nudging It
Month-end close is difficult because it’s a messy chain of interdependent tasks.
In fact, 68% of accounting firms say workflow fragmentation across tools is their biggest operational bottleneck.
You can’t post final entries until reconciliations are done. You can’t send review packs until all documents are in. Ultimately, something gets stuck and slows the whole thing down.
Agentic AI thrives in this kind of environment. It doesn’t just wait for instructions but acts proactively across the workflow.
Let’s say there’s a missing bank statement. The system will:
🔍 Flag the gap automatically
📨 Trigger an email to the client requesting the file
🔁 Remind your team if the delay is blocking progress
Meanwhile, it continues processing what it can — reconciling feeds, compiling reports, and prepping journals for review.
The end result? Your team’s energy goes where it matters, instead of burning hours on admin follow-ups.
Payroll That Actually Prepares Itself
Payroll is the perfect storm of repetition and pressure. It happens on the same day each month. The tasks rarely change. But if something goes wrong, the impact is immediate.
Even well-run firms still manage payroll with spreadsheets, folders, and checklists. You download timesheets, double-check deductions, push out pay slips, and file with HMRC, all while watching the clock.
Agentic AI eliminates that mad rush.
It integrates directly with your HR and accounting systems, then executes the full sequence.
You only get looped in when something’s wrong — like an outlier salary figure or a mismatched contribution. That’s not just automation. That’s delegation, done right.
How We’re Bringing This to Firms at Samera
Only 12% of accounting firms have workflows that run across departments without manual intervention, and we’re helping change that.
We’re building Samera AI. Not as a toolkit, but as an operational layer that understands your firm’s real workflows and runs them, end to end.
It’s designed to be agentic from the start, which means it’s not waiting around for prompts. Whether it’s onboarding, month-end, payroll, or beyond, it’s built to do what your team currently has to juggle.
📞 Want to see how it could work in your firm?
Cheers,
Arun
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