Organize client documents, bookkeeping, tax deadlines and reminders. A starting structure for dividing routine work and professional responsibilities across your accounting team.
A typical Accounting firm with 5 people covers 11 functions.
Up to 7 functions are eligible for Digital Employee support, under a personโs supervision.
Free AGENTIC plan. Your answers below travel with the link: no names, no free text.
Already up and running? The X-ray compares your real departments and positions with this typical company and creates only what is missing. Nothing you have is changed.
Functions someone does full time.
Functions carried by someone who already carries others.
Functions nobody does today.
Functions entrusted to an external specialist.
Start with the model and change only what differs in your company. One person can cover several functions.
Include yourself. Functions do not mean new people to hire.
This is an initial estimate, not your companyโs org chart. Youโll review it in your Scovai workspace.
Continue with this structureThe โIn the modelโ line describes the example, not your company. If you leave an answer unchanged, we keep that reference.
In the model: One dedicated person
In the model: Shared with other duties
DE support may be suitable
In the model: Handled by the owner
DE support may be suitable
In the model: Shared with other duties
DE support may be suitable
In the model: One dedicated person
DE support may be suitable
In the model: One dedicated person
In the model: Still to be covered
DE support may be suitable
In the model: Still to be covered
DE support may be suitable
In the model: Handled by the owner
In the model: One dedicated person
In the model: Still to be covered
DE support may be suitable
Explore the modelโs functions, area by area. Coverage is a starting point; suggested Digital Employees need to be reviewed before activation.
Coverage in the model: One dedicated person
No Digital Employee suggested for this function
In your structure, you can clarify who handles it, what results to expect and who makes the decisions.
Define this role with MikeCoverage in the model: Handled by the owner
No Digital Employee suggested for this function
In your structure, you can clarify who handles it, what results to expect and who makes the decisions.
Define this role with MikeCoverage in the model: Still to be covered
Hiring happens by word of mouth, only when someone leaves.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Shared with other duties
The receptionist is also the bookkeeper, so the phone waits whenever the books are open.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Handled by the owner
Usually the owner chases missing invoices and receipts on Saturday morning.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Shared with other duties
One spreadsheet that only one person in the office knows how to read.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: One dedicated person
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: One dedicated person
No Digital Employee suggested for this function
In your structure, you can clarify who handles it, what results to expect and who makes the decisions.
Define this role with MikeCoverage in the model: Still to be covered
Every new client starts from a blank page and a different checklist.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: Still to be covered
The circular goes out when there is time, which means never.
A Digital Employee can cover this function
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesCoverage in the model: One dedicated person
No Digital Employee suggested for this function
In your structure, you can clarify who handles it, what results to expect and who makes the decisions.
Define this role with MikeWhat starts after the brief is complete, with every condition kept visible.
Once the brief is complete and the Digital Employee is active, Scovai creates a first task from the role definition. An incomplete brief never produces invented work.
At 07:30 local time, supervisors and the workspace owner receive yesterday's work, open approvals, incidents, silence and spend. Empty days send no email, except for the quiet Monday check-in.
The push invitation appears only after the first approval request. If you do not enable it, the operational picture remains available in the email summary.
Sign up on the free AGENTIC plan with this blueprint preloaded. You confirm the profile and the functions; nothing is written until you apply.
Found your companySay who handles each function. See the overall coverage estimate update and where a Digital Employee is suggested. Youโll review the structure in your Scovai workspace.
See how Digital Employees workExplore Digital Employees by role and competence. Assign one only after choosing a seat, a clear brief and a human supervisor.
Explore Digital EmployeesEach digital employee sits in a seat under a named person in your firm, usually the practice owner or the senior accountant. It covers the function under that person's supervision, reports what it did, and stops whenever the supervisor says so.
Whatever its brief marks as reserved: in an accounting firm that means filings, deadline changes, anything sent to the tax authority and any commitment to a client. On those it prepares the work and asks before acting.
From the mailboxes, calendars, folders and practice software you connect to its seat, and from what your team tells it. It reads nothing you have not connected and contacts nobody you have not listed.
Each digital employee is billed monthly by price band, shown in your currency on the marketplace before you claim a seat. You claim one seat at a time and can release it; there is no bundle price.
