Industry · Accounting firms

The firm produces the figures. The assistant makes them talk.

Your clients get a balance sheet once a year and call you the rest of the time. With Forgeron3, the firm forges agents fed by their figures, hands them over, and frees its staff from admin work.

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01 Without AI

Daily life in a firm, without AI.

01 Balance sheets left in a drawer The balance sheet is delivered, discussed once, then filed away. The client comes back with questions the figures already answered.

02 Admin work overflowing Missing documents, reminders, appointments, shared inboxes: your staff spend part of their day sorting instead of advising.

03 Monitoring that lags behind Finance acts, social security rules, case law: monitoring happens in fits and starts, and each staff member redoes it for their own files.

02 With a general-purpose AI

With ChatGPT or Copilot, what gets stuck.

Many staff members have tried. For a quick email, it helps. For the firm's work, four limits keep coming back.

You cannot hand it to a clientA consumer subscription serves one user. You cannot give each client an assistant fed by their own figures.

Professional secrecyPasting a tax return or a general ledger into a consumer tool raises a real confidentiality issue.

One inbox, one userAt best the tool sees the inbox of the person using it, not the firm's shared inbox or the client file inboxes.

Everyone does it their own wayEach staff member writes their own instructions. Answers to clients are no longer consistent, and the firm's method gets lost.

03 One single assistant

One assistant. Wherever you work.

You feed it once, with everything you already have. Then you share it: with your team, with your clients, on your website, in your software. The same assistant, up to date for everyone.

It learns from

PDFDocuments
VideoVideo meetings
CallRecorded calls
EmailEmails, across all your accounts
DriveOneDrive, SharePoint, Drive
ToolYour business tools
WebThe web

Your assistant

Client management agent One agent per client, fed by their financial statements and exchanges, shared with the client themselves.

It works for

Your teamThe staff on the file
Your clientsThe client's manager, by link
Your websiteThe firm's client portal
Your softwareYour production software, through API

04 How it works

Your daily work becomes an assistant.

Documents, emails, meeting notes, calls, shared files, tools, the web: it learns from what you already have, answers and cites its source.

01 · What it learns

PDF Client-balance-sheet-2025.pdf
Spreadsheet General-ledger.xlsx
Video Annual video meeting
Email Emails with the client

03 · Your assistant

Client management agentFed by the financial statements, shared with the manager

online

YouWhy is my cash going down while my revenue is going up?

Your customer payment time has grown by 38 days: you are getting paid later. Your accountant suggests discussing it at your next meeting. Shall I list the late-paying customers?

SourceBalance sheet 2025, page 6 · aged receivables

05 Examples

What a firm forges.

Typical examples, from the firm to its clients.

One agent per client, fed by their financial statements It answers the manager about their own figures, all year round, and prepares topics for the next meeting: cash, investment, pay. See the assistant Steering → Admin and email handling It sorts the firm and client file inboxes, requests missing documents, drafts replies and reminders, in the firm's tone. See the assistant Accounts and admin →

A project lead per client or engagement Year-end closing, company formation, business sale: it tracks the steps, the deadlines and what is missing, and gives a weekly update.

Legal and tax monitoring A scheduled routine reads new rules, matches them to your files and flags the clients concerned. See the assistant Compliance →

06 What feeds it

What feeds it.

What the firm already has. Nothing extra to write to get started.

PDF Client financial statements and tax returns
Spreadsheet Trial balances and general ledgers
Email Firm and client file inboxes
Video Client video meetings
Doc Procedures and engagement letters
Web Official sources, for monitoring

07 Frequently asked questions

What people often ask us.

Can you really hand an agent to a client?

Yes. You create the agent, choose the documents it sees, then share it with the client through a link. It only sees their own file.

Does our clients' data stay confidential?

Documents are hosted in France and are never used to train a model. Each agent only accesses the documents you give it.

Can it handle several inboxes?

Yes. You connect as many Microsoft or Google accounts as you need, the firm's as well as the client files'.

How long does a first agent take?

A few hours if the documents exist. You create it on your own, or with the Forgeron3 team during a demo.

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Other industries

Non-profits and associations Consulting firms and IT services Construction and trades Field sales teams Investment funds and multi-company owners

Your first assistant.

Book twenty minutes to build it with us, or create your free account and forge it yourself.

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