Accounting & tax

Nine files are finished except for one question.

Pidgy is an AI email assistant for accounting and tax firms. It sorts the practice inbox before you open it, counts the days on every question nobody answered, offers you three ways to reply, and turns what you promised inside a thread into work you can see.

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Gmail and OutlookYou click sendEU data residency

Today 2 of 9 done

Good morning.

Tuesday, 3 March

3 waiting on you·17 waiting on others·Q4 VAT closes Friday

FocusWaitingProjects
VNReply to the FPS Finance request for information2dReply window
DMChase the 4,300 euro payment nobody can place41dBlocks year-end
LIFile the signed annual accounts3dReady
K9Leasing contracts arrived, close the request1dReturned
58 replies drafted · 6 stale follow-ups · 214 to triage

Illustrative data from no real practice

A working week, on average

EmailThe actual work
120+

business emails a day, per person. Perhaps six change what you do.

Radicati Group, Email Statistics Report
23 min

to get back to what you were doing after one interruption.

Mark, Gudith and Klocke, UC Irvine, 2008
28%

of the working week goes to email, before any file is opened.

McKinsey Global Institute, The social economy, 2012

Most of the week is already in the mailbox.

Not doing the work. Deciding which work to do, finding the thread where it was agreed, and asking a client for the third time about a payment nobody recognises.

The cost is not the reading. It is that nothing in the office counts the days, so a file sits at ninety-five per cent for six weeks and the only record that anyone chased is a scroll through somebody's sent items.

Pidgy does not make you faster at email. It takes the deciding, the finding and the chasing off you.

Four things it does before you have opened anything.

NLWeekly tax digest: five updates you may have missedNewsletter
WBYour WinBooks invoice is readyNotification
FPS Finance, request for information~15mHas a reply windowVandenberghe NV
The 4,300 euro payment nobody can place~3m41 days waitingBlocks the year-end
RNRelease notes 4.2: what changed in the bank moduleNotification
WBReminder: Thursday webinar on the new VAT chainNewsletter

You only see what matters

Two hundred a day, six that change what you do. The rest is filed, and the six each say why they are here and how long they will take.

De Meyer BVThe 4,300 euro payment, asked twice41dFollow up
Kaai 9 CommVLeasing statements12dFollow up
Marchand NVFiches 281.50 list3dToo soon
Follow up · De Meyer BVDrafted

Dear Anke, a short reminder about the 4,300 euro payment to Vermeulen. We cannot close the year without knowing what it was for.

SendReady when you are

Follow-ups sorted for you

Who owes you what, how long they have had it, and the reminder already written in your words. You press send.

ADFrom Anke De MeyerDe Meyer BV · this morning

Volvo depreciation and the leasing contracts

Thanks for the overview. I will check the depreciation on the Volvo and send you the leasing contracts, both before the 28th. Can you confirm the advance payment amount before then?

Reply to FPS Finance request
Confirm the advance payment amount28 FebAnke De MeyerDe Meyer BV
File Lombard annual accounts
Send Q4 VAT listing

Emails become tasks

Who is asking, what for, and by when, lifted out of the email and put on the list with the deadline and the person attached.

KBCStatement, savings account, FebruaryBank statement
LISigned engagement letter, Lombard InteriorsContract
VMInvoice 2026-041, VermeulenInvoice
FFRequest for information, Vandenberghe NVOfficial
ADPhoto of a parking receiptReceipt
NLWeekly tax digestNewsletter

Emails categorised for you

Bank statements, contracts, invoices, receipts, official post, newsletters. Labelled on arrival, so a search for the leasing contract takes one click.

Illustrative data from no real practice

And then the rest of the day.

Six more things Pidgy does between an email landing and the file closing.

  1. Replies

    Three ways to answer it. Or your own words.

    Every thread that needs a reply gets three, and they are not three tones of the same sentence. They are the three things you would most plausibly say back, given what the thread is about. Pick one, edit a line, send. Try the tabs.

    You click send. Pidgy has no permission to send on your behalf.

    Ask for a place in private beta →

    Reply to Anke De Meyer

    “Could we push the year-end file to mid-March?” Anke De Meyer, this morning

    Three likely answers click one

    Grant the extension
    Ask for a firm date
    Propose a call
    Write it yourselfAlways available
    Selected draft Edit

    Dear Anke, mid-March works. I have moved the file to the 15th. Send the leasing statements as they arrive rather than all at once, and we will keep closing the rest in the meantime.

    SendYou press it
  2. Plan mode

    Your day on one side, the work on the other.

    Plan mode puts the calendar you already keep next to the tasks Pidgy pulled out of your mail. You drag one into the other. Each task carries the time it will really take, so a Thursday that is quietly overcommitted looks overcommitted on Monday.

    Ask for a place in private beta →

    Plan mode click a task

    Unscheduled

    Chase the 4,300 euro payment15m
    Check the Volvo depreciation45m
    File Lombard's annual accounts20m

    Thursday

    Vandenberghe NV, call
    Drop a task here
    Year-end review, De Meyer BV
    Drop a task here
    Partners
    Thursday has two free hours. Three tasks want them.
  3. Projects

    And it adds up to a picture.

    Projects group the work the way your office already thinks about it: the year-end run, the VAT quarter, the advance payments. Nobody maintains them. They are assembled from the correspondence as it arrives, so they are never a week behind.

    Ask for a place in private beta →

    Projects, created for you

    Q4 VATClear
    Year-endYou

    AI summary

    38 of 61 files closed. Nine are waiting on one document each. De Meyer BV is the oldest, on a question you asked 41 days ago.

    62%Files closed

    Timeline

    Lombard accounts signed
    The 4,300 euro question

    Tasks

    Chase Vermeulen paymentAD
    Leasing statements, Kaai 9KV
    Advance payments6
  4. Contacts

    You already know who never answers. Now you can prove it.

    Everyone you write to becomes a contact, with how long they usually take, how often they opened the conversation rather than you, and what is still outstanding between you. The difference between telling a client they are slow and showing them a number.

    Ask for a place in private beta →
    AD
    Anke De MeyerDe Meyer BV, managing director
    Usually replies in6 days
    Answered first2 of 9
    Open with her3

    Who replied first

    YouRe: closing the year2 Mar
    YouAdvance payment, Q127 Feb
    ADVolvo leasing contract19 Feb
  5. Ask Pidgy

    Or just ask it.

    “Who has not sent their leasing statements?” is a question your office cannot answer today without three people scrolling. Pidgy can, because it has already read the threads. It answers with the thread itself, and notices when someone else usually handles this.

    Ask for a place in private beta →

    Ask Pidgy

    Who has not sent their leasing statements?

    Pidgy

    Two of the nine. Kaai 9 CommV and Verlinden. Kaai 9 is the older one:

    Leasing statements, year-end · Kaai 9 CommVYou asked 20 February · 12 days, no reply Open
    MV Marieke usually handles Kaai 9. Hand her the follow up? Delegate
    Ask anything about your mailbox
  6. For your client

    A list, not a login.

    They already have three portals they never open. This is a link to their own outstanding items, which they can finish on a phone at half ten at night. It expires, it is revocable, and every open is logged. What arrives can forward straight to your scan address at Billit, Basecone or Dext.

    Ask for a place in private beta →
    De Meyer BV, year-end3 open
    The 4,300 euro payment to VermeulenAn invoice or a line of explanation is enoughAnswer
    Loan and leasing statementsYear-end balancesUpload
    The savings account at KBCNot covered by CODAUpload
    Closing stock countReceived

Illustrative data from no real practice

Before you let anything near a client mailbox.

Four things that are true on day one, and stay true. Your IT partner approves the scopes once and can withdraw them whenever they like.

You click send

Pidgy drafts. It has no permission to send on your behalf, and there is no setting that grants one.

Hosted in the EU

Data residency in the EU, scoped per mailbox, DPA on request. Export or purge whenever you want.

It never deletes

Nothing is archived, moved, marked read or thrown away. Your mailbox is exactly where you left it.

Never trains on you

Correspondence builds your lists and your drafts. It is never used to train a model, ours or anyone else's.

Questions accountants ask

What does it cost?+

Per mailbox, monthly, published when we open to everyone. The first group is free. Asking for a place costs nothing, connects nothing and grants no access to your mail.

Am I breaching professional secrecy by letting this read client correspondence?+

That is the right question, and a stronger one than "is it GDPR compliant". Processing happens in the EU, scoped to the mailboxes you connect, under a data processing agreement we will sign. Your mail is never used to train a model. We will put our sub-processors and the model provider in writing, so you can hand it to your own compliance people rather than take our word for it. If you are ITAA registered, have that conversation before you connect anything.

We already have a portal in Yuki or Exact, and Silverfin sends document requests. Why a fourth?+

Because your clients do not open the three they have. This is not another portal to log into. It is a layer over the mailbox where the conversation is already happening, and the client's side of it is a link with no account behind it.

Peppol handles our purchase invoices now. What is left to chase?+

The structured invoices got easier and the long tail did not. Foreign suppliers, receipts, contracts, leasing and loan statements, accounts outside CODA, card and payment platform exports, signatures, approvals, and every question that begins "what was this payment".

Where does a document go after a client uploads it?+

It closes the request against the file, and it can forward straight to your capture intake address at Billit, Basecone, Dext or your bookkeeping package. You can also download the batch. It is not meant to become a second document inbox.

Does it work in Dutch and French?+

Yes. It reads mixed language mailboxes and drafts in the language of the thread, which for most Belgian practices means Dutch to one client and French to the next without switching anything.

What can it see, exactly?+

Your mailbox, and only your mailbox. Clients who photograph a receipt and send it to your mobile are invisible to it, by design. Nothing else on your machine is touched.

Does it file or submit anything for us?+

No. No filing, no submitting, no signing. Pidgy makes sure the paperwork reaches you in time. What happens next is your professional judgement and stays yours.

Does it read the figures inside a document?+

No. It knows a document arrived: a leasing statement closes the request it belongs to. It does not extract amounts, code anything or post an entry.

We work from shared mailboxes. Does that work?+

Yes, and it is the case where a partner answering from their phone stops being invisible to the rest of the office. Everyone sees what they could already see. Pidgy never widens access.

A first group, chosen by hand.

Pidgy opens to a small number of practices before anyone else, and we pick them ourselves. If accounting and tax is your trade, tell us and we will be in touch.

Email only, nothing else askedAsking connects no mailboxWe reply either way