Document collection, data entry, GL categorization, month-end prep, client communication. We build AI agents that eliminate the low-value work so your CPAs and bookkeepers can focus on what requires them.
Accounting firms carry an enormous administrative load that isn't billable but isn't optional. Here is where the hours go.
Every client, every month, the same emails. 'Can you send your bank statements?' Hours spent chasing paper that should arrive automatically.
Receipts, invoices, statements — keyed by hand into the GL. Every entry is a chance for error and a cost that shouldn't exist at current software prices.
The last week of every month is an all-hands sprint — reconciliations, adjusting entries, client approvals — compressed into a window that never seems wide enough.
Routine questions, status updates, document requests — low-value interactions that pull accountants away from the analysis clients are actually paying for.
Gathering the right documents from the right clients in the right format before the right deadline is a project management problem dressed as an accounting one.
Deadlines, filings, license renewals, payroll deposits — a calendar of obligations that no one should be tracking in a spreadsheet in 2026.
We build agents that connect to your practice management, accounting, and communication tools — and eliminate the administrative layer between them.
Sends clients a personalized checklist, tracks what's been submitted, sends reminders for missing items, and flags exceptions when something doesn't match expectations.
Reads incoming documents — PDFs, photos, emails — extracts the data, suggests GL codes, and pushes to your accounting system for review. Bookkeepers review, not retype.
Runs the reconciliation checklist, flags accounts that need attention, drafts adjusting entry memos, and tracks approval status across the close package.
Handles routine client questions — status, next steps, document requests — with accurate, human-approved responses. Escalates anything that needs a real accountant.
Generates a client-specific document request list, tracks completion, sends reminders, and flags missing items to the responsible partner — before the deadline, not on it.
Tracks every client's filing, payment, and renewal obligation. Sends advance reminders with what's needed, who's responsible, and the exact deadline.
We deploy AI the way your security team needs it — designed in from day one, not bolted on.
Built on Azure OpenAI, AWS Bedrock, or Google Cloud. Best for teams that want to move quickly and lean on the latest models without managing infrastructure.
Dedicated cloud infrastructure, single-tenant. Full audit logging, no cross-tenant exposure. The middle path most of our clients land on.
AI models running inside your own network on your own servers. Zero data transmission to third-party providers. The right call when data cannot leave the building.
Every consultant and engineer is based locally. No overseas handoffs, no time-zone scrambles.
We align every technical decision with the business goal underneath it. Then we build the right thing.
We tell you what we built, what it cost, what it saved, and what is genuinely uncertain. If something is not working, you hear it from us first.
Free assessment, custom roadmap, measurable results. We start small, prove it works, then expand.
We sit with your team for a week. Map every repeating task, rank by hours saved × probability of success. Includes a security and data-residency review. At no cost.
A custom plan around your top 3–5 use cases — clear timelines, costs, expected outcomes. You decide what to green-light.
We implement, train your team, and measure. By day 90 you have a working agent in production and a number on the wall showing what it saved.
Start with a free conversation about where AI can cut your administrative overhead — without touching your client relationships.
Free consultation · No obligation · Results in 90 days