Automations for Accounting Firms
Olive helps accounting firms automate client follow-ups, missing document requests, and repetitive admin tasks across the tools they already use.
Book a workflow call
Built for your existing workflow
Olive works across the apps your firm already uses.
Don’t see your tool? Olive is designed to support work across the systems your team already depends on.
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Stop chasing clients manually.
Olive helps detect missing client items and prepare follow-ups so your team spends less time digging through emails, portals, and spreadsheets.
Handle more clients without more admin work.
Give your firm more capacity to serve clients without adding more admin work or headcount.
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Approve first, automate later.
Keep accountants in control with reviewable steps, secure workflows, and work that can be checked before it moves forward.
$100 for a 30-day workflow pilot
Start with one workflow and see Olive in action inside your firm.
- 1 workflow selected with your firm
- Setup and workflow mapping
- Client follow-up or status tracking automation
- Weekly feedback call
- Cancel anytime
Book a workflow call
Tell us what your accounting firm still does manually. We’ll review your workflow and follow up with next steps. If it’s a fit, we’ll schedule a short call and explain the $100 pilot.