Velqory Showroom
Accounting and tax
Read every invoice, receipt and statement on intake and answer any tax question from your own files.
The problem
Where the work actually breaks today.
Accounting firms drown in client documents in every format. Velqory extracts the data, files it per client and turns the regulation library into a private assistant.
Product
What Velqory does for this sector.
Read every invoice, receipt and statement on intake and answer any tax question from your own files.
Surface
The shape of the working surface.
A schematic of the product surface this sector lives in — not a real screenshot. The detail is intentionally low so buyers focus on the shape of the work, not pixel polish.
Modules
The capabilities that ship in this sector pack.
Every module is private, EU-hosted and configurable per tenant.
Invoice & receipt extraction
Read totals, VAT and counterparties from any invoice or receipt.
Per-client filing
Auto-file documents into the right client folder and period.
Statement reconciliation
Match bank statements to documents and flag what is missing.
Tax rules assistant
Answer tax questions grounded in your maintained regulation library.
Obligation tracker
Track filing deadlines per client with reminders before they fall due.
Missing document chase
Detect gaps in a client's documents and draft the request to close them.
Audit pack assembly
Assemble the supporting document pack for a period or audit on demand.
Client reporting
Generate plain-language summaries of a client's position from the data.
AI use-cases
Concrete AI tasks your team triggers in a click.
Each use-case is a real action with a measurable operational outcome.
Extract an invoice
OutcomeBookkeeping data captured without manual entry.
Answer a tax question
OutcomeA grounded answer with the relevant article of the regulation cited.
Find missing documents
OutcomeChase the right clients for the right documents before a deadline.
Reconcile a statement
OutcomeSpot unmatched lines without a manual tick-back.
Build an audit pack
OutcomeHand an auditor a complete, indexed pack the same day.
Integrations
Where it plugs into the systems you already run.
Indicative integration surfaces — the catalog is extended per engagement.
- StorageEU-hosted document storage
- CommunicationShared email inbox
- IdentitySSO / identity provider
- AccountingAccounting software
- Industry-specificTax authority portal
Security & residency
Private by default, EU-hosted, audited.
Velqory runs in our EU-resident infrastructure with role-based access, full audit trails and your data isolated by tenant.
EU data residency
Documents, embeddings and metadata stay in EU data centres under EU contracts.
Role-based access & SSO
SSO with your identity provider; roles and document ACLs enforced server-side.
Full audit trail
Every read, write and AI decision is logged with user, source and timestamp.
Private models
No customer document or prompt is used to train shared models — ever.
Implementation plan
From scoping to operation in a few weeks.
A four-phase rollout, sized to your data and your team.
- Phase 1
Discovery & scoping
We map your documents, sources and the decisions they feed, then agree the success metrics and the EU-hosted environment.
Duration1 week
- Phase 2
Pilot on a real workflow
We connect one source and one workflow, tune extraction and classification on your own data, and validate output with your team.
Duration2–3 weeks
- Phase 3
Integration & rollout
We wire the validated workflow into your systems, set roles and audit trails, and onboard the wider team.
Duration2–4 weeks
- Phase 4
Operate & improve
We monitor accuracy and adoption, extend to adjacent workflows, and report on the operational gains against the agreed metrics.
DurationOngoing
Start
Open the conversation with this sector pinned.
Book 20 minutes and we map your documents, sources and decisions against this pack.