Lincoln Accounting
Two-partner accounting and tax practice
- Size
- 2 staff
- Where
- Not stated (US publication)
- Tool
- Digits
What the AI did
Moved bookkeeping clients onto an AI general ledger that auto-categorises transactions and speeds up the month-end close.
The result
Monthly close fell from about 3 hours per client to about 1.
Monthly close: approximately 3 hours per client → approximately 1 hour ... Capacity reclaimed: more than 30 hours per month
Check before trusting
Review every flagged item and a random sample of the rest before you close the month. Keep a record of which suggestions you overrode.
Prompt to try it
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here are this month's uncategorised bank transactions for [CLIENT_NAME] and last month's categorised ledger. Suggest a category for each new transaction based on past treatment. Flag anything new, unusual or over [AMOUNT] for me to review.
Source
Insightful Accountant ↗, 9 September 2026 · press
This source is independent press coverage, not written by the tool supplier.
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The Free Minded Accounting Group
Bookkeeping and advisory firm
Moved bookkeeping clients onto an AI general ledger that categorises and reconciles transactions automatically.
Result The firm reports a 70% increase in workflow efficiency.
Not statedUS
The Millennial CPA
One-person tax practice, Richmond, Virginia
Keeps a Claude project per client and has it draft tax workpapers from redacted documents, which he then checks and keys in by hand.
Result A corporate tax workpaper fell from six or seven hours to about one.
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Linda Farrow
Luxury eyewear brand, London
AI reads supplier invoices into Sage 200, splits lines across cost centres and routes them for approval.
Result Accounts payable processing time fell by about 50%.
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