Can I manage multiple clients at once?

Yes. The agent stores a profile for each client — tax regime, deadlines, accounting specifics — and switches by your command. Client data is kept separate and never mixed.

Does it work for sole proprietors as well as corporations?

Yes. Works for sole proprietors, LLCs, corporations, and non-profits. Specify the entity type and tax elections when adding a client, and the agent adapts its calendar and calculations.

How much does it cost, and is there a free trial?

Start with Lite for $4/mo with $2 AI credits included and cancel anytime. Starter plan is $19/mo. Includes all helpers: deadline calendar, tax letter writer, payroll helper, and report drafter.

Does the agent stay current with tax law changes?

The agent is trained through its knowledge cutoff date. For critical changes — new rates, updated form requirements — verify against official IRS, HMRC, or relevant authority sources before filing.

Is it safe to share client financial data with the agent?

Data is encrypted in transit and at rest and never shared with third parties. We recommend using client code names rather than full legal names and tax IDs when describing scenarios in chat.

AI Assistant for Accountants

AI assistant for accountants: tax deadlines, client filings, and payroll — without the scramble

Q: Can the agent make errors in tax code citations?

Yes — all outputs are drafts for your professional review. Always verify statutory references before filing or sending to clients. The agent saves drafting time; responsibility for accuracy remains yours.

OpenKlo handles the administrative grind for accountants and bookkeepers: tracks tax deadlines per client, drafts explanatory letters to tax authorities, assists with payroll calculations, and answers accounting rule questions — all through Telegram or the browser. $19/mo, no DevOps.

Launch AI Assistant for Accountants

366k+⭐ OpenClaw on GitHub

<5minutes to launch

Sound familiar?

What's eating your time

Dozens of clients, each with their own VAT, income tax, and payroll deadlines — impossible to track without a system

Explanatory letters to tax authorities are hand-typed from last year's template every single time

Payroll tax and social contribution calculations take hours per employee when done manually

Clients ask the same accounting questions repeatedly, consuming time that should go to real work

Bank statement reconciliation is tedious manual work that still has to get done

What AI Assistant for Accountants teams do every day

Tracking tax filing deadlines across multiple clientsDrafting explanatory letters and responses to tax authority noticesCalculating payroll taxes, social contributions, and vacation payPreparing balance sheets and income statement draftsReconciling bank statements with account balancesAnswering client questions on tax and accounting rulesMonitoring tax law changes that affect client filings

Capabilities

What your AI agent can do

Tax Deadline Calendar Per Client

Maintain a per-client deadline calendar covering VAT, corporate tax, payroll taxes, and social contributions — with advance reminders.

Tax Authority Letter Drafting

Draft explanatory letters and responses to tax authority inquiries, citing relevant tax code sections and official guidance.

Payroll Calculation Assistance

Calculate income tax withholding, social contributions, vacation pay, and sick leave from entered payroll data. Verify applicable rates.

Financial Report Templates

Generate structured drafts of balance sheets, income statements, and report footnotes from your data.

Bank Statement Reconciliation Notes

Analyze uploaded bank statements, flag discrepancies, and generate notes on unusual transactions for your review.

Client Question Answering

Answer common client questions about accounting rules and tax treatment, citing relevant code sections — saving your time for complex work.

Subagents

AI subagents OpenKlo can create for you

OpenKlo proposes role-specific subagents based on your activity and connected tools.

Deadline Calendar

Tracks per-client tax deadlines with advance reminders across all filing types

Show all deadlines in the next 2 weeks across all clients
Add client Acme Corp: quarterly VAT filer, calendar year
When is the Q2 corporate tax estimated payment due?

google-calendar

notion

Tax Letter Writer

Drafts explanatory letters to tax authorities citing tax code and official guidance

Draft a response to the VAT discrepancy notice
Write an explanation for advertising expense deductions under audit
Draft a penalty abatement request for first-time penalty

gmail

google-drive

Payroll Helper

Assists with income tax withholding, social contribution, vacation pay, and sick leave calculations

Calculate withholding and contributions on $7,500 monthly salary
Compute vacation pay: $60,000 annual salary, 10 days
What's the FICA rate for an employee earning over the wage base?

google-drive

Report Drafter

Generates structured drafts of financial statements and report footnotes

Draft footnotes for Q2 interim balance sheet
Structure an income statement from entered revenue and expense totals
Check that balance sheet line items reconcile to trial balance

google-drive

gmail

Approval-based execution

OpenKlo suggests helpers matched to your accounting practice. Sending letters to tax authorities, responding to clients, and any external action require your explicit approval — the agent works as your draft engine, not an autopilot.

Works with your tools

Gmail

Google Drive

Google Calendar

Notion

Browser

How it works

Get started in a few steps

Sign up and connect your tools

Create your OpenKlo account, pick the $19/mo plan, and connect Gmail, Google Calendar, and Telegram via OAuth.

OpenKlo recommends helpers for your practice

Based on your activity, OpenKlo suggests activating: deadline calendar, tax letter writer, payroll helper, and report drafter.

Add your clients and their tax profiles

List clients in Telegram with their tax regime — the agent builds a personalized deadline calendar for each one.

Order letter and calculation drafts

Say 'draft a response to the tax authority notice' or 'calculate withholding on $85,000 salary' — the agent returns a draft for your review.

Review and approve before sending

All letters and documents wait for your explicit approval. The agent never sends anything without your command.

Answer client questions faster

Ask the agent 'how is prepaid revenue recognized under cash-basis accounting?' — it returns a cited answer you can forward to the client.

FAQ

Frequently asked questions

Yes — all outputs are drafts for your professional review. Always verify statutory references before filing or sending to clients. The agent saves drafting time; responsibility for accuracy remains yours.

AI email assistant

Launch your AI Assistant for Accountants in 3 minutes

OpenKlo creates role-specific subagents for your workflow. No VPS, no DevOps — live in your browser in minutes.

Launch AI Assistant for Accountants

Cancel anytime · Top models included · Upgrade anytime