AI doesn’t sign off on financial statements. It takes on data entry, follow-ups for missing documents, and first drafts of letters, leaving you the review, the advice, and the client meeting.
AI helps CPAs with tasks such as “Draft the engagement letter,” “Follow up on missing documents,” and “Set up invoice entry for a client file.” Start with a single task, in Claude: allow 20 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
Claude · Projects
TodayEvery new client needs a tailored engagement letter, and you start again from an old file that has to be cleaned up line by line.
With ClaudeA draft engagement letter in Word format, faithful to the firm’s template, with the points to complete clearly visible.
TodayEvery month, you have to spot the transactions with no supporting document, then write to each client, one by one.
With ClaudeA follow-up email ready to send, with the exact list of documents expected and a deadline.
Dext · AI Assistant
TodayThe same suppliers come back every month, and yet you have to re-enter the account and the VAT on every invoice.
With DextInvoices that arrive with the account, the VAT, and the split already suggested according to the client file’s rules. All you have to do is approve.
Also
Pennylane · ComptAssistant
A suggested entry with an explanation, the rule to check, and the point to watch at closing.
Gemini Notebook · One notebook per client
A table of the client’s commitments, each row linked to the passage in the original document.
A one-page brief: key numbers, changes to explain, questions to ask, and advisory topics.
The margin calculation over two fiscal years and a clear email for the business owner, with assumptions flagged.
Granola · “Enhanced” tab
Clear meeting notes, with the decisions, the documents expected, and the firm’s commitments.
Doctrine · “Poser une question” (Ask a question)
A structured answer, with the statutes and decisions to open and check.
What to check
The engagement letter carries the firm’s liability. Reread it against the standards of the professional body (the Ordre des experts-comptables in France): the CPA is the one who signs.
Draft the engagement letterClaude · ProjectsThe prompt to copy
Draft the engagement letter for a new client: [legal form, business, number of employees, tax regime]. The engagement covers [bookkeeping, review, annual financial statements, tax return, payroll, annual corporate filings]. Follow the structure and the clauses of the firm’s template uploaded to the project, without adding or removing any. Fees: [amount, frequency, how they are revised]. Flag in brackets every piece of information you are missing, then give me a Word file.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobDraft the engagement letter
In your jobSet up invoice entry for a client file
In your jobPrepare the year-end meeting
In your jobFollow up on missing documents
For a team: everyone moves forward in their own job. You see the team’s progress, never one person’s activity.
It reads a trial balance or a balance sheet as a PDF, drafts an engagement letter or an email to the client, and gives you a real Word or Excel file.
Recommended planFree to try. For the firm: Team, $25 per user per month ($20 if billed yearly)
If the firm keeps its client files there: “Autopilot” requests and follows up on supporting documents, and “Copilot” flags anomalies during the review and drafts the summary memo.
Recommended planAccounting firm, custom pricing
Your clients photograph their invoices. Dext reads the supplier, the amounts, and the VAT, and the “AI Assistant” suggests the account based on your rules.
Recommended planAccounting firm, custom pricing. AI Assistant as an add-on: €6 per client file per month
One notebook per client: articles of association, leases, loans, meeting minutes. It answers from those documents alone and shows the original passage.
Recommended planFree
It takes notes in the year-end meeting with no bot on the call. You stay available for the client, and the meeting notes are ready at the end.
Recommended planBasic, $0
A tax question asked in plain language, an answer grounded in French statutes and court decisions, each source verifiable in one click.
Recommended planDoctrine subscription, see the website for pricing
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: Claude, Pennylane, Dext, Gemini Notebook, Granola, and Doctrine. 3 of them can be used for free to get started.
It reads a trial balance or a balance sheet as a PDF, drafts an engagement letter or an email to the client, and gives you a real Word or Excel file. The plan to choose: Free to try. For the firm: Team, $25 per user per month ($20 if billed yearly).
With “Draft the engagement letter,” in Claude (Projects). Allow 20 minutes the first time. A draft engagement letter in Word format, faithful to the firm’s template, with the points to complete clearly visible.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs €19 per month for one person, and €129 per month for a team of up to ten people.