Professional services
AI and automation for accounting, law, HR and consulting firms
Your firm sells expert time, yet much of that time goes to collecting documents, keying data, chasing clients and assembling reports. Partners carry the review load, juniors carry the keying, and client confidentiality rules out pasting work into public AI tools. We design governed workflows that take the routine handling off your team and keep every professional judgement with your people.
In short
Data Reach Solutions (DRS) is a Philippine AI, automation and software company, founded in 2019, with offices in Metro Manila and Cebu. For professional services, DRS designs, builds and runs: client intake and document collection; extraction from financial and legal documents; BIR e-invoicing and billing integration; governed knowledge assistant; proposal and engagement letter drafting; time capture and matter status; recruitment pipeline. Each system connects to what the business already uses, such as accounting and bookkeeping software, practice and matter management systems, email, shared drives and document management, Google Workspace and Microsoft 365, and a person stays in control of every decision that matters.
Where time goes
Where work is lost today.
- Requesting, chasing and filing client documents by email and chat
- Keying invoices, statements and contracts into spreadsheets and systems
- Partners answering the same internal questions about templates and precedents
- Drafting proposals and engagement letters from a blank page
- Rebuilding time entries at the end of the week, then billing late
This page is for
- Accounting, audit and bookkeeping practices
- Law firms and corporate legal teams
- HR, recruitment and payroll service firms
- Management and engineering consultancies
- Architecture and design firms
- Finance, legal and HR departments of larger companies
Use cases
What we would look at first.
The use cases that most often return the most time in this industry. The consultation finds which of them fit your business.
Client intake and document collection
Checklists sent automatically, documents received, read, classified and filed, and missing items chased.
What it is designed to change: Onboarding time per client roughly halved
- Time to value
- 6 to 8 weeks
Extraction from financial and legal documents
Invoices, receipts, statements and contracts read into structured data, with a person reviewing every flagged item.
What it is designed to change: Keying hours down by a half to two-thirds
- Time to value
- 6 to 10 weeks
BIR e-invoicing and billing integration
Invoices issued in the required structured format and transmitted, with credit notes and reconciliation handled.
What it is designed to change: Deadline met and month-end shortened
- Time to value
- 6 to 12 weeks
Governed knowledge assistant
Staff questions answered from your own precedents, templates and policies, with sources shown and every query logged.
What it is designed to change: Fewer interruptions to partners and faster onboarding of juniors
- Time to value
- 6 to 10 weeks
Proposal and engagement letter drafting
First drafts assembled from your templates and the client file for a professional to review and sign off.
What it is designed to change: Drafting time per proposal cut by more than half
- Time to value
- 4 to 6 weeks
Time capture and matter status
Activity turned into draft time entries for approval, and clients kept informed with automatic status updates.
What it is designed to change: Recovered billable time and fewer status calls
- Time to value
- 6 to 10 weeks
Recruitment pipeline
Candidate screening summaries, interview scheduling and client shortlists prepared for recruiter review.
What it is designed to change: More placements per recruiter without adding headcount
- Time to value
- 4 to 8 weeks
Illustrative example
A 30-person accounting practice
The practice onboards 15 new clients a month, and each onboarding takes about 6 hours of junior time to request, chase, key and file documents. An intake automation that sends checklists, reads and files documents and chases missing items brings that to about 2.5 hours per client. The hours released are roughly a third of a junior's month, available for billable work in tax season. All figures are illustrative. We replace them with your own numbers in the consultation.
- New clients onboarded a month
- 15
- Junior hours released
- About 52 a month
- Value of time released, at PHP 400 an hour
- About PHP 21,000 a month
- Over a year
- About PHP 250,000
Systems and rules
What we connect to, and what we build around.
Systems we connect to
- Accounting and bookkeeping software
- Practice and matter management systems
- Email, shared drives and document management
- Google Workspace and Microsoft 365
- Payroll and HR systems
- BIR electronic invoicing system
- Client portals and e-signature tools
We integrate with what you already use before suggesting anything new.
Regulation and deadlines
Checked 30 September 2026.
BIR electronic invoicing
Large taxpayers, users of computerised accounting systems and e-commerce businesses must issue electronic invoices by 31 December 2026 under RMC 098-2026. Firms that advise clients on it often need to comply first.
BusinessMirror, on BIR Revenue Memorandum Circular 098-2026Client confidentiality and AI
The National Privacy Commission guidelines on AI apply to every stage of processing personal data, including tools supplied by third parties. We design with access controls and audit logs from the start.
National Privacy Commission, guidelines on artificial intelligence (December 2024)Tax season
Annual income tax returns fall due on 15 April. We plan builds for the quieter months so nothing new goes live in your busiest weeks.
Related
Solutions and services for this industry.
Solutions
Proven in live operations
Data Reach Solutions built and supports the warehouse information systems GALCO and PSI run around the clock at Mactan-Cebu, Clark and NAIA, in operation since 2019 under Bureau of Customs rules. Read the case study
DataReach Solutions Inc., SEC registration CS201905437. Offices in Metro Manila and Cebu.
Let’s make work work better.
Your people’s time, back.
It starts with a conversation.
Tell us about the work that slows your business down. Leave your free consultation with a written summary and a practical next step.
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