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AI team for accounting & audit firms · South Africa

Month-end, closed on time — without the scramble.

MetaSolves gives your practice an AI team that collects client documents, chases what's missing, reconciles the books and drafts the reports — so deadlines stop arriving all at once. Hosted in Johannesburg, POPIA-compliant, working around the clock.

Hosted in Johannesburg POPIA-compliant Every figure stays reviewable
Vultr Johannesburg · 10–30 ms latency POPIA-compliant by design Your data stays in South Africa Private deployment · full audit logs

Built for practices like

Venter & Co. Chartered AccountantsKhumalo Bookkeeping Pillay Audit Inc.Sterling Tax AdvisorsCape Ledger Group
01 · WHAT CHANGES

Your practice stops running on the month-end scramble.

The work is enormous and it all lands at once. MetaSolves makes the front of the workflow — gathering, chasing, organising — a system, so your team starts the close with everything already in hand.

Today

  • You chase clients for documents, week after week.
  • Reconciliation is done by hand, line by line.
  • The same client questions, answered over and over.
  • Deadlines arrive all at once — and everyone works late.

With MetaSolves

  • Documents are collected without anyone chasing.
  • Reconciliation is prepared, with exceptions flagged for you.
  • Routine client questions answer themselves, instantly.
  • Month-end closes on time — the admin is already done.
02 · THE TEAM

Four roles. One AI practice team.

Not a chatbot — a back-office team, each role removing one concrete drain on the firm. It removes the admin, never the judgement.

The Intake
Document collection

Requests and receives statements, invoices and records from every client through secure channels — sorted by client and period, ready to work.

The Chaser
Follow-ups

Politely and persistently chases what's still outstanding — so your team never has to send another "just a reminder" email at month-end.

The Reconciler
Matching & exceptions

Matches transactions against the books, prepares the reconciliation and surfaces only the items that need a human eye. Every figure stays reviewable.

The Reporter
Drafts & packs

Drafts management accounts, client summaries and the standard answers — ready for a partner to check and sign off. The judgement stays yours.

03 · HOW IT WORKS

Live in days — no system to rip out.

It sits on top of the channels and tools you already use. No migration, no months of training.

1

Connect your channels

WhatsApp, email and a secure client upload portal route through the AI team. Clients notice only how easy it became to send things in.

2

Teach it your practice

We load your client list, document checklists, deadlines and tone, and connect your accounting software — Xero, Sage, QuickBooks — where you use one.

3

It goes to work

It collects, chases, reconciles and drafts. Every number stays reviewable and a human signs off. You keep the judgement; it takes the repetition.

04 · THE NUMBERS

What it changes, in numbers.

90%
of client documents collected without manual chasing
+8h
of manual reconciliation removed, per close, per accountant
0
missed month-ends — every deadline tracked from the start

Illustrative base-case figures — to be confirmed against your first pilot's data.

05 · SECURITY & CONTROL

Built for a profession that signs off on the numbers.

The two questions every partner asks — answered before you ask them.

🛡

"Where does our client data live?"

On infrastructure in Johannesburg (Vultr JNB) — your client and financial data stays in South Africa, with private deployment, encryption and full audit logs. POPIA-compliant by design, not as an afterthought.

"Can I trust numbers to a bot?"

You don't have to. It gathers, chases and organises — every figure stays reviewable and a human signs off on the work. It removes the admin, not the judgement. Nothing reaches a client unchecked.

From the practice floor
"The chasing alone gave us our month-ends back. Documents arrive before we ask, reconciliations come pre-flagged, and my team finally closes on time instead of overnight."
Reabetswe M. · managing partner, chartered accountants · Sandton

See it run on one of
your own client files.

A focused 20-minute demo. We'll show a document collection, a live chase and a reconciliation draft — on infrastructure that never leaves South Africa.

Business Team · R15 980 / month · hosted in Johannesburg · POPIA-compliant