Your AI Assistant for Smarter Accounting

Intelligent automation that handles repetitive tasks, so you can focus on what matters: serving your clients and growing your practice

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Adapted for fiduciaries in:

Luxembourg
Belgium
France
Germany
Netherlands

Drowning in Repetitive Tasks?

Fiduciaries and accountants spend countless hours on document handling, data entry, follow-ups, and manual validations. These repetitive tasks drain your team's energy and prevent you from delivering strategic value to clients.

AI That Works Alongside Your Team

Pluton provides intelligent AI assistants that automate your repetitive workflows. Think of it as having a tireless digital colleague who handles the routine work, freeing your team to focus on advisory services and client relationships.

How It Works

Step 1

Configure Checklist

Set up required documents per client or case (e.g., 2026 tax declaration)

Step 2

Client Uploads

Client receives secure link to upload portal with clear document requests

Step 3

Agents Validate & Extract

AI agents verify document types, dates, completeness, and extract key data

Step 4

Dashboard & Reminders

Real-time progress tracking with automated follow-ups before deadlines

See It in Action

Real-time progress tracking shows exactly what you need

6/11

documents received

Annual Accounts 2025
Received
Tax Return Form
Validated
Bank Statements Q4
Received
Purchase Invoices
Pending Review
Payroll Records
Missing
VAT Declaration
Missing
Balance Sheet
Validated
Proof of Address
Received
ID Document
Validated
Articles of Association
Missing
AGM Minutes
Missing

Built for Fiduciaries

Secure Client Portals

Branded upload portals with encrypted file transfer and audit trails

Smart Document Validation

AI verifies document types, dates, completeness, and flags issues instantly

Automated Data Extraction

Extract names, dates, amounts, invoice numbers, VAT IDs into structured data

Real-Time Progress Dashboard

See exactly what's received, what's missing, and where each client stands

Intelligent Reminders

Automated follow-ups at J-14, J-7, J-2 with personalized messages

Enterprise System Integration

Connect seamlessly with SAP, Oracle, Microsoft Dynamics, Odoo, and specialized platforms

Compliance & Audit Ready

Complete audit trails, retention policies, and evidence pack exports

Flexible Workflow Engine

Customize automation workflows to match your unique business processes

Enterprise-Grade Security

GDPR-compliant, encrypted end-to-end, with EU hosting options. Your clients' data is protected at every step.

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Flexible Pricing for Every Size

From solo practitioners to large fiduciaries, pay only for what you use.

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Frequently Asked Questions

Ready to Stop Chasing Documents?

Book a 30-minute demo and see how AI agents can transform your document workflows.

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