Parallel spreadsheets no one controls
Quotes, engagements, and billable hours recorded in separate sheets with different line items per division. Reconciling them monthly is expensive manual work.
Finance & Accounting · AI Agents
From Excel patchwork
to a unified system.
AI agents that read invoices, reconcile hours, generate quotes and billing. Management goes back to advising clients, not doing data entry. Live in 4 weeks.
If it doesn't work, you don't pay. Guarantee included.
4 weeks to first live agent
Half a month of management time returned
GDPR + audit log included
Soraia · agent activity ·
·
·
Already chosen by Italian firms
Numeraria · Multi-division payroll & accounting firm · active client
Working in a VC fund, family office, or M&A team? Dedicated page · deal flow, due diligence, portfolio
The problem
Firm management is no longer doing management.
Senior staff — the most expensive people — spend a significant share of their time on data entry, reconciliations, and manual report production. That time never makes it onto an invoice.
Management doing data entry
Senior staff spend hours checking hours, reconciling engagements, and reconstructing quotes. Qualified time burned on operations.
Zero consolidated analytics
How many clients, in which division, at what margin? Producing even a basic figure requires hours of exports and manual cross-referencing. No consolidated view.
The solution
6 AI agents covering the full quote-to-billing cycle.
Digital workers that execute tasks end-to-end. The team uses the system without noticing, management steps in only where judgement is needed.
Automated quote generation
The agent reads the client request, proposes the correct line items from the firm catalogue, and calculates a structured quote at the right rate for each division.
Real-time engagement tracking
Who is assigned to which client, on which part of the quote, with management visibility into team utilisation. No more parallel shared spreadsheets.
Granular time validation
The team logs hours with precise line items (travel, remote, on-site, special items). The agent validates, reconciles, and flags anomalies automatically.
Invoice OCR and data extraction
Incoming invoices (PDF, scan, photo) parsed by the agent: amount, VAT, codes, supplier, due date. Ready for validation and accounting import.
Billing export
At month end, the agent produces a per-client report with line-item detail, ready for billing and for any existing accounting integration.
Team utilisation analytics
Real-time dashboard: hours per client, margin per division, quote conversion rate, alerts on clients at risk of overrun.
Our guarantee
Half the month returned to management.
Measured in 4 weeks. Or you don't pay.
Baseline measured together during the assessment. If we don't recover the promised time, we work for free until we do — or we refund the sprint.
Case study
AI agents in action at Numeraria.
Comparison
Why custom AI agents, and not something else.
The three real options for an accounting firm or finance team today.
| Excel / legacy system | Enterprise ERP | Soraia AI agents | |
|---|---|---|---|
| Cost | Low | High annual | Mid one-off |
| Time to live | Immediate | 6–12 months | 4 weeks |
| Executes tasks autonomously | No | Limited | Yes, end-to-end |
| Custom to your processes | No | Configurable | Built for you |
| Vendor lock-in | None | Total | None (your code) |
| Accounting integration | Manual | Limited | All major systems |
Questions
What people usually ask us.
How do you handle GDPR and sensitive accounting data?
European or on-premise infrastructure on your own servers. No training on your data. Full operation logs, configurable retention, validated with Italian firms serving enterprise clients.
Does it integrate with my accounting system (TeamSystem, Zucchetti, Fatture in Cloud, etc.)?
Yes. We work with all major Italian accounting systems via API or programmatic export. If you have a legacy system, we assess it in the initial engagement.
What if the team changes or grows?
The system scales automatically: new users, new divisions, new rate items. The code is yours — no per-seat or per-module costs.
What does it actually cost?
Assessment €2,000 (refunded if you proceed). Build sprint €10–50k depending on processes covered. Guarantee: if the agents don't recover the promised hours, we work for free until they do.
What happens in 4 weeks?
Week 1: discovery + baseline with management. Weeks 2–3: build + accounting integration. Week 4: deploy + training + first measurement. 30 days of post-go-live support included.
Next step
Find out how much time your firm can get back.
Assessment €2,000, refunded if you proceed. 1–2 weeks from kick-off to report. No commitment to go further.
