Nine Places Firms Start
Each one takes a specific chunk of the week off your plate, and none of them send anything to a client on their own. If you want the longer version first, our guide to AI for accounting firms covers what to automate first and what to leave alone.
AI Virtual Receptionist
Answers every call around the clock, books appointments from your real calendar, and transfers the conversations that need a human. It doesn't take February off.
Customer Management Automation
Follow-ups, appointment reminders, review requests, and lifecycle emails that go out on schedule because nobody has to remember to send them.
Marketing & Sales Automation
Lead nurturing, email campaigns, and pipeline tracking that keep working while you're buried in returns. You approve what goes out under your name.
Tax Document Processing
Reads W-2s, 1099s, and K-1s and extracts every field so nobody retypes them. Anything the AI isn't sure about waits for human review.
Receipt & Expense Categorization
Maps receipts to the correct chart of accounts whether they arrive as photos, PDFs, or email attachments. The ambiguous ones queue up for a person.
Bookkeeping Automation
Bank reconciliation, invoice matching, and recurring entries handled automatically. Discrepancies get caught the day they happen, not at month-end.
Client Intake Automation
Intake forms that ask the right questions for each entity type and push the answers straight into your practice management system. Nothing gets keyed twice.
Financial Statement Analysis
Flags anomalies, tracks trends, and drafts the advisory commentary you'd otherwise write from scratch. You review it before a client ever sees it.
Practice Management Integration
Connects the tools you already own and moves data between them automatically, so nobody enters the same client twice.
By Service Line
The same tools land differently depending on what your firm actually sells
Tax Preparation
Documents get requested, collected, and read. Whatever the AI can't place with confidence sits in a review queue instead of quietly landing in the return.
Bookkeeping Services
Categorization at volume and reconciliation that runs daily, so a duplicate payment surfaces the day it clears rather than three weeks later at close.
Audit & Assurance
Sampling, document request tracking, workpaper prep. All the scaffolding around the judgment, which stays yours.
Advisory Services
Trend analysis and cash flow forecasting drafted fast enough that you can charge for the conversation instead of the spreadsheet.
Our Applications
Software we built ourselves, for jobs the general-purpose tools kept getting wrong.
