AI Productivity for Accounting Firms.
Reduce the administrative workload around client service, reporting, working paper reviews, and internal operations — without compromising confidentiality.
The Accounting Reality: Senior accountants and managers lose 30%+ of their working week to manual data collation, PBC chase emails, variance commentary drafting, and meeting summaries. We fix those specific bottlenecks in 30 days.
✓ Strict SOC2 & client data isolation · ✓ Mandatory CPA sign-off gates · ✓ Guaranteed sprint deliverables
120-Person Accounting Firm
Specific workflows redesigned for CPA practices.
We don't give accountants generic prompt advice. We systematically redesign the highest-friction procedures in your firm.
Month-End Variance & Executive Commentary
Synthesizing trial balance changes, budget variances, and cash flow trends into clean client narrative reports.
Staff accountants manually pull reports from QuickBooks/Xero/NetSuite, calculate percentages, and spend 2–3 hours writing repetitive narrative commentary in Word/Docs.
Structured AI extraction parses the variance table, compares with prior-month notes, and generates first-draft executive bullet points highlighting top 5 outliers.
Manager verifies underlying transactional context and signs off on final client narrative.
Provided by Client (PBC) Document Reconciliation
Cataloging, renaming, and checking completeness of raw client financial uploads against standard PBC checklists.
Clients upload chaotic ZIP files with unlabelled bank statements, invoices, and 1099s. Associates spend hours opening files, renaming, and updating checklist trackers.
Document intelligence classifies document types, extracts dates and entity names, matches against PBC requirements, and drafts missing-document chase emails.
Associate reviews exception queue for unmatched or low-confidence documents before sending.
Engagement Letters & Scope Customization
Generating tailored engagement letters, fee schedules, and scope boundary runbooks from partner intake notes.
Partners take unstructured notes during discovery calls. Staff spend days trying to decipher scope details, modify old templates, and check indemnity clauses.
Intake notes are synthesized directly into approved firm engagement letter templates with customized entity details, service modules, and terms.
Partner review of non-standard liability clauses and payment schedules prior to dispatch.
Client Meeting Synthesis & Action Item Tracking
Turning 45-minute client review transcripts into structured advisory summaries, CRM notes, and follow-up emails.
Partners take notes during calls or leave them unlogged, leading to missed client action items, unbilled scope creep, and delayed follow-ups.
Call transcripts are processed to extract decisions made, client questions, follow-up commitments, and tax planning considerations in firm standard format.
Managing partner quick 2-minute review before auto-sending recap to the client.
Built for CPA data security & SOC2 standards.
Accounting firms handle sensitive financial, tax, and payroll data. We design every workflow with zero compromise on confidentiality.
Zero Data Training
We only utilize enterprise API endpoints and Microsoft 365 Copilot environments where your data is never retained or used to train public models.
Automated PII Redaction
Pre-processing pipelines scrub SSNs, EINs, and bank account numbers before unstructured document text is summarized.
Mandatory Review Gates
No AI-generated deliverable or client email is sent autonomously. Human CPA validation checkpoints are built into every workflow step.
Schedule a 20-minute Accounting AI Assessment.
We'll review your firm's current client reporting and working paper workflows, estimate recoverable capacity, and demonstrate how a 30-day sprint works.