Why generic AI tools fall short.
Compliance work is commoditizing — the firms that will thrive over the next decade are the ones that move bookkeeping and prep capacity into advisory. We build AI infrastructure that makes that shift economical for firms of any size.
Start with a free process auditWhere accounting operations leak value
- 01Bookkeepers spending 70%+ of their time on transaction categorization
- 02Client document collection that drags on for weeks every quarter
- 03K-1, 1099, and source-document extraction done manually
- 04No bandwidth to deliver advisory services that clients actually want
reduction in transaction categorization time
capacity for advisory work from the same headcount
document collection cycles
Use Cases
Where we build value for accounting.
Transaction Categorization
AI trained on each client's history that categorizes transactions with 95%+ accuracy — turning hours of bookkeeping into minutes of review.
Document Extraction
K-1s, 1099s, W-2s, brokerage statements, and source documents extracted into structured data for direct import into UltraTax, Lacerte, ProSeries, or CCH.
Client Document Collection
Conversational AI that follows up with clients automatically — escalating, reminding, and tagging documents on arrival.
Workpaper Preparation
AI that pre-populates tax workpapers from prior-year returns and current-year source documents, leaving only review and judgment for the preparer.
Advisory Insights
AI-generated quarterly business reviews drafted from each client's financials — branded, on-deadline, ready for partner review.
Practice Management
Capacity forecasting, deadline tracking, and review queue management built into your existing workflow.
What this looks like in practice
"A 12-person CPA firm doubled advisory revenue without adding headcount by automating 75% of bookkeeping and shifting staff to CFO services."
Frequently Asked
Questions accounting leaders ask us.
Will AI replace our staff?
No — it changes what they do. Firms that adopt AI shift staff from compliance throughput to advisory work, which is what clients increasingly demand and pay premium rates for.
How does it handle judgment work?
AI handles classification, extraction, and prep — humans handle interpretation, advice, and review. The handoff is explicit and audit-trailed.
What about busy season?
AI capacity scales linearly without hiring temps or paying overtime. Firms that deploy ahead of busy season report substantially lower stress and turnover.
Want to see what AI could do in your accounting business?
A free process audit maps where AI will move the needle for your specific operation.