THEO Bots for Accounting & Professional services
Accounting firms spend huge time chasing documents, reconciling and writing the same client emails. THEO Bots are planned to chase, summarize and draft inside your firm's own workspace — with a CPA always signing off.
For CPA firms, bookkeepers, advisors. Nothing here is shipping yet — this page shows what we're designing and why.
A bot for each role.
Every seat also gets the THEO Chief of Staff hub. Roster may change as we scope with real firms.
12 ways firms are using AI today.
Drawn from industry reports, vendor case studies and practitioner posts — these are industry patterns we're designing for, not THEO results.
Real-world, not made up: every example below is a workflow firms across the U.S. are already running or actively asking for, grounded in the sources at the bottom of this page. None are fictional demos — and none are claims that THEO already ships them. Click any card for the step-by-step.
Wired into your tools
Planned, e.g.: QuickBooks Online / Xero, Microsoft 365, practice management (Karbon, Canopy), document portals. Confirmed in scoping.
We never promise integration depth up front — it's confirmed together during scoping.
What THEO won't do
- No filings, payments or tax positions without a credentialed reviewer
- No client advice sent without approval
- Client data stays scoped to your firm
- Cites the document behind every number
Where these patterns come from
- Thomson Reuters 2025 GenAI in Professional Services
- TR — how accounting firms use AI in 2025 (tax research 77%, prep 63%, summarization 55%)
- CPA Practice Advisor — 79% expect significant GenAI by 2027
- X: receipt intake & missing-info chase is the leak
- X: where AI goes first in a professional services firm
Want Accounting & Professional services bots shaped around you?
Contact your MSP for more information about THEO for your team.