AI Powered Solutions for Accounting & Bookkeeping Firms
Categorize. Reconcile. Review. Report. Repeat. We Automate the Repeat.
Your expertise is judgment. Everything before it is a pattern. We automate the repetitive tasks that follow the same rules every time, so your team can focus on the work that actually requires an accountant.
How Much Are Repetitive Tasks Costing Your Firm?
How AI Works in Your Business
From AI powered workflows between your current systems to custom built tools 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.
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.
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.
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.