Deadlines, documents and the close, under control.
Neuclon gives accounting & tax services teams the tools, rules, automations and AI agents for the way they actually work, built by asking and changed by the people who know the process. Your studios: Client Onboarding · Tax Preparation · Audit & Assurance · Bookkeeping & Payroll · Advisory · Practice Management.
Real work Neuclon takes on in accounting & tax services.
Tax return tracker
Every return from documents received to e-filed, with deadlines and extensions flagged.
- Tracks
- Client, Return type, Preparer, Reviewer, Status, Due date, Fee…
- Flags automatically
- Past due
- Due in 14 days
- Filed
- The agent
- Every morning its agent finds what is past due, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
Tax deadlines calendar
Federal, state and payroll deadlines by client, so nothing is missed.
- Tracks
- Deadline, Client, Form, Jurisdiction, Due date, Extension filed, Owner…
- Flags automatically
- Past due
- Due in 10 days
- Filed
- The agent
- Every morning its agent finds what is past due, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
Document requests (PBC)
Documents requested from clients, with due dates, reminders and what has arrived.
- Tracks
- Document, Client, Engagement, Requested, Due, Received, Owner…
- Flags automatically
- Overdue
- Due in 3 days
- Received
- The agent
- Every morning its agent finds what is overdue, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
WIP and billing
Work in progress by client and job, with hours, billed amounts and write-offs.
- Tracks
- Job, Client, Partner, Hours, WIP value, Billed, Unbilled…
- Flags automatically
- Unbilled 60+ days
- Ready to bill
- Billed
- The agent
- Every morning its agent finds what is unbilled 60+ days, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
Client onboarding
New clients from proposal to fully set up: engagement letter, KYC, access and first deliverable.
- Tracks
- Client, Service, Partner, Engagement letter signed, KYC complete, Stage, Start date…
- Flags automatically
- Stuck in KYC
- No signed letter
- Active
- The agent
- Every morning its agent finds what is no signed letter, drafts the follow-up for a person to approve and writes the one-page summary for your next meeting.
A ready-made template: preview it, add it, then change any field or rule by asking.
Also ready: Audit engagement planner, Month-end close checklist, Engagement letters, Payroll runs.
- Hundreds of returns and filings with deadlines tracked in spreadsheets.
- Chasing clients for documents eats the hours that should be billable.
- WIP and unbilled time discovered at month-end, not during it.
- Partners can't see capacity until someone builds a report by hand.
- Build by asking. Describe the tool; Neuclon builds it with the fields, flags, views and actions, on your data.
- Rules your team owns. Thresholds, approvals and flags written in plain English and changed by the process owner, with every version kept.
- Automations and agents. Work moves on its own: records trigger actions, agents chase what is late and draft what is next, within limits you set.
- One connected workspace. Studios for each department, so the tools share data instead of copies.
- Nothing filed late.
- Less time chasing, more time billing.
- Capacity and WIP visible every week.
A firm stops chasing PBC documents by email
The audit team lists what each client owes. Neuclon flags anything overdue, its agent drafts a polite reminder for the manager to approve, and the engagement planner shows which fieldwork dates are at risk.
An illustrative scenario showing how a team could use Neuclon, not a customer story.
Built for the people who know the work.
Rules
Business rules live in one place per tool, in plain English: flags, thresholds, required fields, approvals and agent guardrails. Process owners change them; IT sets who may.
Flows and automation
Record changes and daily schedules trigger actions: emails, records in other tools, documents and webhooks. Anything that leaves the company waits for approval.
Agents and intelligence
An AI agent in every tool, agents designed by asking, and a performance view of every run: success, changes, approvals and what the guardrails stopped.
Platform and testing
Every change is versioned and reversible, new tools are previewed on example records before they go live, and Neuclon runs hosted on Microsoft Azure or in your own cloud.
See it with your own process.
Bring the spreadsheet or the process your team struggles with most. We'll build it with you in the walkthrough.