For CPA firms, financial reporting automation typically costs $3,500 to $15,000 for core processes, scaling based on your firm's specific integration needs and report complexity. This fixed price covers automating tasks like trial balance imports, consolidation adjustments, and client report package generation. We begin every engagement with a complimentary systems audit, providing a precise cost estimate tailored to your firm's current reporting workflows.
We conduct a thorough discovery to map your financial reporting workflows, including data sources like QuickBooks or NetSuite, consolidation rules, and desired report outputs for each client.
Our team then custom builds and integrates the automation solution, configuring it to handle tasks such as trial balance imports, intercompany eliminations, and generating GAAP compliant financial statements.
Finally, we provide comprehensive training for your team, ensuring they confidently manage automated report generation, review exceptions, and maintain the system for ongoing accuracy and efficiency.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit