Your clients send receipts as photos, invoices as PDFs and bank statements whenever they remember. We build AI that reads every document, splits out the line items, maps each one to that client’s chart of accounts and posts it, with your accountants checking anything it isn’t sure about.
WhatsApp · Client 0417 
Email · Client 0417 Email · Client 0388 
Zoho Books An example document intake agent. Clients and figures are illustrative.
You'll speak to the senior team from the first call. 
Intersect AI is Certified in the Claude Partner Network Services Track. The judgement your clients pay for happens at the end. Before that comes sorting, reading, categorising and chasing, for every client, every month.
Photos on WhatsApp, PDFs by email, spreadsheets, scans of scans. Someone opens each one, works out what it is and starts typing.
WhatsAppEmailClassified and readThe same fuel receipt goes to a different account for each client. Juniors learn every client’s rules by memory, and mistakes surface at review.
Zoho BooksThe last week of every month goes on reminding clients to send what they forgot, one WhatsApp at a time.
Reminders sentReceivedBookkeeping intake is usually first because the hours are obvious. The rest follow once the data is clean.
Receipts, invoices, credit notes and statements read, split into line items, categorised and posted to the right client.
Statement lines matched to ledger entries and invoices, with only the true exceptions left for an accountant.
Figures pulled together per client for VAT and corporate tax returns, with any gaps listed before an accountant signs off.
Mandatory e-invoicing in the UAE starts in phases from January 2027. Clean, structured data from every document makes the switch far easier.
Meeting notes, proposals, engagement letters and the handover to the accounts team drafted from the first call.
Missing paperwork chased, and routine client questions answered from their own books, with anything tricky sent to their accountant.
Discover, develop, deploy. It starts with a proof of concept on your own documents, so you see the accuracy before anything is connected.
With your partners, seniors and juniors, mapping how documents arrive and where the hours go for each type of client.
AI ConsultingModels built and tested on your own historical documents and Zoho Books entries, client by client.
AI DevelopmentConnected to your inboxes, WhatsApp and Zoho Books, with accountants reviewing anything uncertain from day one.
The 90-day programmeMost firms start with a proof of concept on their own documents. Every project begins with a call, so the starting price you see here is close to the number you get.
One agent that takes a whole job off your team, connected to the tools you already use. Live in around five weeks.
See agent buildsDiscovery across the business, then several agents built and live inside 90 days. Our most common starting point.
See the programmeEnterprise discovery projects start from AED 250,000. Custom AI development is quoted per project after scoping.
Enterprise AI Consulting“Intersect AI learned our complex procedures and found non-intrusive ways to capture the data, so we can finally apply AI to deliver better patient outcomes.”
Julian AndrieszCEO, Verita Yes. Zoho Books is where we usually start, and we also connect to Xero, QuickBooks and the main ERPs. Categories can be read straight from each client’s chart of accounts.
It isn’t guessed. Anything under the confidence threshold, poor scans included, goes to an accountant with the document beside it, and the system learns from the decision.
That’s the point of it. Each client has its own document types, account categories and examples, set up by your team in an admin screen.
A single agent starts from AED 55,000 and the 90-Day AI Agent Enablement Programme from AED 110,000. Document processing at scale is usually scoped as a custom build, starting with a proof of concept on your own documents.
Data stays where your IT team wants it. We are model and cloud agnostic, each client’s data is kept separate, and every action is logged.
A couple of sentences is enough. One of the senior team reads every enquiry and replies with how we would approach it.
Rather talk it through? Book a call with the team
You'll speak to the senior team from the first call. 
VAT figures pulled together per client
ERP
CRM
Outlook