A solution for filings and clients

Your own accountant — an AI solution for filings and clients

Q: Does it work with companies, not just sole proprietors?

Yes, your own accountant works with both companies and sole proprietors. It stores each client's tax regime and builds the filing calendar around it; we agree the list of company filings at launch. It doesn't connect to your accounting software: send data from it as an export file. We discuss a direct connection at the demo.

Q: Does the solution see real client data, and how is it protected?

Yes, your own accountant sees real data, but only what you give it access to: your Google Sheets, Gmail and the statements you send to the chat. You grant access via OAuth, without passwords, and can revoke it at any time. Claude models from Anthropic do not train on your clients' data. The operating company is registered in the EU and complies with GDPR.

Q: How much does your own accountant cost and how fast is the launch?

Your own accountant goes live in 2 days after the demo. We send a priced offer by email within one business day: the price depends on team size and integrations. On day one we connect Slack or Telegram, Google Sheets and Gmail and move over your client base with each client's tax regime. On day two it already sends deadline reminders, and we check it with you.

Q: Is it a fit for an outsourcing firm with dozens of clients?

Yes, your own accountant keeps a separate filing calendar for every client, even if there are dozens. Every morning it gathers emails and documents from all clients into one message, and on request it shows who paid this quarter and who hasn't. We discuss at the demo how to split clients and reminders between accountants.

Tracks every client's filing deadlines, prepares reconciliation statements and certificates, and keeps your client base — in Slack or Telegram and your spreadsheets.

Build your AI agent See examples

Your own accountant from sviy.ai is an AI solution for routine accounting work that takes over filing reminders, reconciliation statements and the client base for accountants, outsourcing firms and sole proprietors. It works in Slack or Telegram and your tools, goes live in 2 days, and we send a priced offer by email within one business day.

offer within a day
live in 2 days
confirmation before sending

Your own accountantdeadlines · reconciliations · clientsworking in Slack or Telegram and Google Sheets

Prepare a reconciliation statement with Romashka LLC for Q309:41

Preparing it from our template. Should I pull the amounts from the database, or will you enter them manually?09:42

Sound familiar?

Three situations that repeat every week

Twenty sole proprietors with different deadlines — social contributions, single tax, returns — and it's all in my head.

I do reconciliation statements and certificates by hand — half an hour per document.

A client mentioned on a call that they'd changed accounts — a month later, the payment went to the wrong place.

The solution

What does your own accountant take over?

Your own accountant takes over filing reminders for every client, reconciliation statements and the client base — in Slack or Telegram and your spreadsheets.

Filing reminders

Reminds you of each client's social contributions, single tax and returns 5 days and 2 days before the deadline.

Reconciliations and certificates

Prepares a reconciliation statement or an income certificate from your template, with amounts from the client base.

Bank statement analysis

Reads the statement, assigns transactions to categories and asks only about payments with no stated purpose.

Client base

Keeps a card for every client with their tax regime, filing deadlines and current bank details.

Voice notes after calls

Transcribes your voice note after a client call and updates the details in their card right away.

Client summary table

On request, shows in the chat who paid what this quarter and who still owes social contributions.

At work

What does it look like in Slack or Telegram?

Sample Slack or Telegram dialogues with your own accountant: per-client filing deadlines, reconciliation statements, certificates and a client base — with clarifications and confirmation before sending.

Prepare a reconciliation statement with Romashka LLC for Q3

Preparing it from our template. Should I pull the amounts from the database, or will you enter them manually?

From the database, everything's already recorded there

Reconciliation_Romashka_Q3.pdfGenerated it. There's a 1,200 UAH discrepancy in their favor — highlighted it in yellow.

Where's the discrepancy from?

The Aug 14 payment is recorded on our side, not on theirs. Added a note to the statement.

Add the reconciliation details and send it to the chief accountant by email

Added. Shall I prepare the email to the chief accountant at olena@romashka.ua?

Yes

The draft is ready in your Gmail — review and send ✓ Set a reminder to check for a reply in 3 days.

The result

Before → after

Before: Twenty sole proprietors with different deadlines, all in your head

After: Reminders for every client 5 days and 2 days before each deadline

Before: Reconciliations by hand — half an hour per document

After: A reconciliation statement from your template with the amounts filled in — just check and send

Before: A client's new account number lost after a call

After: New bank details in the client card right after the call

Quick contact

Write to us

Two fields, and a priced offer lands in your inbox within one business day.

Live in 2 days. A priced offer by email within one business day.

What's included

Google Sheets, Drive and Gmail via OAuth
A filing calendar matched to each client's tax regime
Templates for reconciliation statements and certificates built around your practice
Analysis of the bank statements you send to the chat
A morning briefing on client emails and documents

Build your AI agent

OAuth access, no passwordsConfirmation before sending or publishingEU company, GDPR

Questions

Frequently asked questions about your own accountant

What is an AI accountant for business and what does it do?

Your own accountant from sviy.ai is an AI solution for routine accounting work that tracks each client's filings, prepares reconciliation statements and certificates and keeps the client base. It's often searched for as an AI assistant for accountants. It works in Slack or Telegram, Google Sheets and Gmail: it analyzes bank statements and gathers client emails into one message every morning.

Does your own accountant file reports for me?

No, you file the reports: filing needs your electronic signature, and your own accountant doesn't use it. It reminds you of each client's deadlines 5 days and 2 days ahead, prepares reconciliation statements and certificates and analyzes bank statements. It doesn't currently check counterparties against tax authority records. It prepares documents for clients as an email draft in your Gmail, and you send them.

Does it work with companies, not just sole proprietors?

Does the solution see real client data, and how is it protected?

How much does your own accountant cost and how fast is the launch?

Is it a fit for an outsourcing firm with dozens of clients?

Updated: October 8, 2026

Ready to hand filing deadlines over to your own accountant?

Tick the functions you need in the builder — we email a priced offer within a business day, live in 2 days.