Custom Automation for Accounting & Bookkeeping Firms
Categorize. Reconcile. Repeat. We Automate the Repeat.
Categorization, reconciliation, recurring reports — running before your team sits down. They handle judgment; the patterns handle themselves.
Real Numbers, Real Wins
What We've Returned to Teams Like Yours
Real numbers from real engagements. Hours back, dollars recaptured, capacity unlocked.
*Based on a 25-employee firm: 2 hours saved per day × 250 working days = 12,500+ hours/year. Cycle reduction measured at 2 hours → 30 minutes per repetitive task.
How Automation Works in Your Business
From rewiring your existing tools to building custom systems from scratch. Whatever saves your team the most time.
Client Document Collection
Clients get secure upload portals with automated reminders at 3, 7, and 14 days. No more chasing down bank statements and receipts over email.
Transaction Categorization & Reconciliation
Transactions are auto-matched and categorized using your existing rules. Exceptions are flagged for review instead of buried in a spreadsheet.
Recurring Report Generation
Data is pulled from your systems automatically, formatted into clean monthly reports, and queued for your review before delivery to clients.
Tax Deadline & Filing Reminders
Automated reminders go out to clients by entity type and filing deadline. Extensions, estimated payments, and annual filings all tracked and triggered on schedule.
Client Onboarding Workflows
Engagement letters, info gathering forms, and system setup steps are triggered automatically when a new client signs. Nothing gets missed in the handoff.
Whatever Else Is Eating Your Time
If your team is doing it repeatedly and it follows a pattern, we can probably automate it. We scope custom workflows during the audit based on what will save you the most hours.
What We've Built
A line-up of systems and features we've shipped to real platforms.
Fully Custom CRM
Internal SystemA complete CRM built from scratch handling outreach, qualification, post-sale, and signed contracts in one platform.
- Outreach runs itself, leads land warm and ready
- Hottest leads automatically surfaced first, nothing slips
- Post-sale: contracts, quotes, projects, payments handled
- Legally-binding signatures collected without a third party
- One unified workspace, no SaaS stack required
Replaced a stack of SaaS subscriptions with one system running the entire client lifecycle.
Enterprise Salesforce Build
Client ProjectA full CRM migration and automation build for a 25-person accounting firm, consolidating ten disconnected systems into one.
- Ten disconnected systems collapsed into one workspace
- Client outreach and task tracking running on autopilot
- Documents standardized and brand-consistent across the firm
- Bookkeeping, admin, and client services finally connected
- Hours reclaimed daily across every team and role
Hours reclaimed daily across every team. Operations unified across bookkeeping, admin, and client services.
Self-Driving Bookkeeping Pipeline
Client ProjectAn automated pipeline that handles daily bookkeeping for an accounting firm overnight, with zero manual data entry required.
- Daily bookkeeping runs automatically before the team arrives
- Dashboard triggers actions inside the books on demand
- Works directly inside their existing accounting software
- Exceptions surfaced for review, the rest handled silently
- Replaced an entire manual data-entry workflow end-to-end
What used to take hours per client every single day now happens overnight, completely hands-off.
Live Customer-Voice Engine
Internal SystemPulls real customer language straight from the wild on demand, surfacing what your buyers actually say about their problems.
- Real customer voices surfaced on demand by industry
- Hundreds of authentic complaints pulled in minutes
- Cuts guesswork from every headline and email
- Filters down to the exact pain you're targeting
- Results flow into the next step of the workflow
Hundreds of unfiltered customer complaints per industry, in their own words. Guesswork eliminated.
Custom E-Signature Platform
FeatureA self-built signing platform that lets clients sign legally-binding documents inside your branded experience.
- Documents drafted and sent without leaving your platform
- Audit trail captures every viewer, scroll, and signature
- Tamper-evident certificate of completion on every signed doc
- Legally compliant and enforceable out of the box
- Branded signing experience clients see, not a third party
Signed contracts collected without paying for DocuSign, on a branded experience clients trust.
In-Site Billing & Payments
FeatureInvoices, checkout, and recurring billing built directly into the website — no redirect to a generic payment page.
- Invoices generated and sent without leaving the site
- Customer payment pages branded to match exactly
- Subscriptions, one-time charges, and partial payments
- Auto-reconciliation back into the books
- Failed-payment retry and dunning flows built in
Customers pay on-brand, on-site. Conversions stop bleeding at the third-party redirect.
Custom Ad-Campaign Tracker
FeatureA branded ad-performance dashboard that pulls every channel into one view with real revenue and ROAS attribution.
- Every ad platform pulled into one unified dashboard
- Real-time spend, impressions, clicks, and conversions
- ROAS calculated against actual revenue numbers
- Per-campaign and per-channel drill-down views
- Built into your existing admin panel, on-brand
Quarterly ad reports go from spreadsheet rebuilds to a single refresh button.
Custom Workflow Engine
FeatureRun anything across your tools from one custom admin panel — no Zapier, no spreadsheets, no platform switching.
- Wires into any external API across your tool stack
- Trigger workflows manually or on a schedule
- Approval gates and human-in-the-loop checkpoints
- Full audit log of every run, every action, every result
- Custom UI in your admin panel, not a generic tool
A Zapier-and-spreadsheets stack replaced with one cohesive tool the team actually wants to use.
Bespoke Marketing Websites
Client ProjectCustom-coded marketing sites built from scratch with the brand, animation, and conversion logic the team actually wants — not a Wix template.
- Hand-coded from scratch — no Wix, Squarespace, or template lock-in
- Brand identity baked in: typography, motion, voice, color, the works
- Built for SEO and Core Web Vitals from the first commit
- Multi-page architecture with industry-specific landing pages
- Lives on your domain, hosted on infrastructure you can move freely
Brand-true sites that load fast, rank in search, and convert visitors into booked calls without paying a SaaS website builder forever.
Fully Custom CRM
Internal SystemA complete CRM built from scratch handling outreach, qualification, post-sale, and signed contracts in one platform.
- Outreach runs itself, leads land warm and ready
- Hottest leads automatically surfaced first, nothing slips
- Post-sale: contracts, quotes, projects, payments handled
- Legally-binding signatures collected without a third party
- One unified workspace, no SaaS stack required
Replaced a stack of SaaS subscriptions with one system running the entire client lifecycle.
Enterprise Salesforce Build
Client ProjectA full CRM migration and automation build for a 25-person accounting firm, consolidating ten disconnected systems into one.
- Ten disconnected systems collapsed into one workspace
- Client outreach and task tracking running on autopilot
- Documents standardized and brand-consistent across the firm
- Bookkeeping, admin, and client services finally connected
- Hours reclaimed daily across every team and role
Hours reclaimed daily across every team. Operations unified across bookkeeping, admin, and client services.
Self-Driving Bookkeeping Pipeline
Client ProjectAn automated pipeline that handles daily bookkeeping for an accounting firm overnight, with zero manual data entry required.
- Daily bookkeeping runs automatically before the team arrives
- Dashboard triggers actions inside the books on demand
- Works directly inside their existing accounting software
- Exceptions surfaced for review, the rest handled silently
- Replaced an entire manual data-entry workflow end-to-end
What used to take hours per client every single day now happens overnight, completely hands-off.
Live Customer-Voice Engine
Internal SystemPulls real customer language straight from the wild on demand, surfacing what your buyers actually say about their problems.
- Real customer voices surfaced on demand by industry
- Hundreds of authentic complaints pulled in minutes
- Cuts guesswork from every headline and email
- Filters down to the exact pain you're targeting
- Results flow into the next step of the workflow
Hundreds of unfiltered customer complaints per industry, in their own words. Guesswork eliminated.
Custom E-Signature Platform
FeatureA self-built signing platform that lets clients sign legally-binding documents inside your branded experience.
- Documents drafted and sent without leaving your platform
- Audit trail captures every viewer, scroll, and signature
- Tamper-evident certificate of completion on every signed doc
- Legally compliant and enforceable out of the box
- Branded signing experience clients see, not a third party
Signed contracts collected without paying for DocuSign, on a branded experience clients trust.
In-Site Billing & Payments
FeatureInvoices, checkout, and recurring billing built directly into the website — no redirect to a generic payment page.
- Invoices generated and sent without leaving the site
- Customer payment pages branded to match exactly
- Subscriptions, one-time charges, and partial payments
- Auto-reconciliation back into the books
- Failed-payment retry and dunning flows built in
Customers pay on-brand, on-site. Conversions stop bleeding at the third-party redirect.
Custom Ad-Campaign Tracker
FeatureA branded ad-performance dashboard that pulls every channel into one view with real revenue and ROAS attribution.
- Every ad platform pulled into one unified dashboard
- Real-time spend, impressions, clicks, and conversions
- ROAS calculated against actual revenue numbers
- Per-campaign and per-channel drill-down views
- Built into your existing admin panel, on-brand
Quarterly ad reports go from spreadsheet rebuilds to a single refresh button.
Custom Workflow Engine
FeatureRun anything across your tools from one custom admin panel — no Zapier, no spreadsheets, no platform switching.
- Wires into any external API across your tool stack
- Trigger workflows manually or on a schedule
- Approval gates and human-in-the-loop checkpoints
- Full audit log of every run, every action, every result
- Custom UI in your admin panel, not a generic tool
A Zapier-and-spreadsheets stack replaced with one cohesive tool the team actually wants to use.
Bespoke Marketing Websites
Client ProjectCustom-coded marketing sites built from scratch with the brand, animation, and conversion logic the team actually wants — not a Wix template.
- Hand-coded from scratch — no Wix, Squarespace, or template lock-in
- Brand identity baked in: typography, motion, voice, color, the works
- Built for SEO and Core Web Vitals from the first commit
- Multi-page architecture with industry-specific landing pages
- Lives on your domain, hosted on infrastructure you can move freely
Brand-true sites that load fast, rank in search, and convert visitors into booked calls without paying a SaaS website builder forever.
Questions Accounting Firms Ask Us
Not necessarily. We can automate around your current tools or, if they're not cutting it, build you something better from scratch. QuickBooks, Xero, FreshBooks. Most clients keep what they have and we fill the gaps. But if your current setup is the problem, we can replace it entirely.
That’s one of the workflows we automate, but it’s just one piece. The bigger opportunity is the repetitive internal tasks: categorization, reconciliation, report generation, and review checklists. Those eat more hours than document chasing.
Especially during tax season. That’s when repetitive task volume spikes and automation pays for itself fastest. The workflows that run every month for every client are exactly what we target.
The tasks are different but the patterns are the same. Categorization follows rules. Reconciliation follows steps. Reports follow templates. We automate the pattern, not the judgment.
Yes. Our 30 day pilot targets one workflow with a subset of your client base. You see real results before scaling to the rest of your book of business.
Human review stays in the loop. We automate the 80% that follows rules and surface the 20% that needs your judgment. Exception handling is built into every workflow.
We Work With Your Tools or Build You Better Ones
We can automate around your existing software or build custom tools when off the shelf doesn't cut it. Either way, your team saves time.
Don't see your tool? If it has an API or exports data, we can work with it.
Ready to Stop Doing the Same Work Twice?
Book a free 30 minute discovery call. We'll identify your highest volume repetitive workflow and show you exactly how much time and money automation can recover.
Based in Miami. Serving accounting firms across Florida.