Your staff is spending 30 to 40 percent of their time on work that should not require a human. Reconciliation. Data entry. Chasing clients for documents. Filing. Categorization. These are the tasks that keep your firm stuck, that burn out your best people during busy season, and that prevent you from scaling without adding headcount. We build AI systems that eliminate this entire layer of friction.
Most accounting firms we work with do not have a revenue problem. They have an operations problem. The work gets done, but it takes too many people, too many hours, and too much of the managing partner's attention. The symptoms show up everywhere.
of staff time consumed by non-billable administrative tasks: data entry, document chasing, manual categorization, and filing.
to onboard a new client when the process relies on email chains, manual form collection, and handoff meetings.
in effective cost per staff member spent on tasks that AI handles with 95%+ accuracy in a fraction of the time.
becomes a staffing crisis every year because the same manual bottlenecks scale linearly with client volume.
Every automation we build is specific to accounting workflows. These are not generic tools. They are systems designed around how your firm actually operates: your software, your processes, your client expectations.
We do not sell software licenses. We build custom automation systems specific to your firm. The process is straightforward.
We map your current workflows end to end. Where is time being lost? Which processes are bottlenecked by manual work? What would change if those processes ran automatically? The audit takes 45 minutes and produces a clear picture of the highest-impact automation opportunities in your firm.
You receive a scope document with exactly what will be built, the timeline, and a fixed price. No hourly billing. No retainers. No ambiguity. If the scope changes, we discuss it before any work happens. You know exactly what you are paying for before you commit.
We build the automation, test it against your real data, run it in parallel with your existing process during a transition period, train your team, and launch. Most automations are live within 2 to 4 weeks. You have a direct line to the team building it throughout.
Once the system is live, we monitor performance, catch edge cases, and refine. Optional ongoing support is available starting at $200 per month. Many automations run independently after launch with no ongoing cost.
We work with CPA firms, bookkeeping operations, and accounting practices between $500K and $10M in annual revenue. Firms with 5 to 50 employees where the managing partner or office manager is spending too much time on operations instead of advisory work and client relationships.
This is not for firms looking for a new accounting software recommendation. This is for firms that already have their tools but need the manual work between those tools automated. The data entry. The reconciliation. The document chasing. The client follow-up. The reports.
If your staff is spending more than 20% of their time on work that does not require human judgment, you are a fit.
Book a free systems audit. We will map your workflows and show you exactly where automation delivers the highest ROI for your firm.
Book a Systems Audit