AI for Accounting

    Automate Your Practice with AI

    Purpose-built AI solutions for CPAs and accounting firms. Automate document processing, streamline bookkeeping, and serve more clients without adding staff.

    40%
    More Clients Served
    80%
    Faster Document Processing
    24/7
    Automated Operations
    10x
    ROI on Automation

    AI Solutions for Accounting

    Automate the repetitive work so you can focus on high-value client advisory

    AI Virtual Receptionist

    Answer every call 24/7 with an AI receptionist that sounds human. Handles scheduling, answers FAQs, live-transfers calls, and books appointments directly from your calendar or CRM.

    Never miss a call againLearn More

    Customer Management Automation

    Automate client follow-ups, appointment reminders, review requests, and lifecycle communications. Keep every client engaged without lifting a finger.

    10x faster client follow-upLearn More

    Marketing & Sales Automation

    AI-driven lead nurturing, email campaigns, social media scheduling, and sales pipeline automation. Turn more prospects into paying clients on autopilot.

    3x more qualified leadsLearn More

    Tax Document Processing

    Automatically extract data from W-2s, 1099s, K-1s, and other tax documents. Reduce manual entry errors and save hours per return.

    80% faster document processingLearn More

    Receipt & Expense Categorization

    AI-powered categorization of receipts and expenses into the correct chart of accounts. Works with photos, PDFs, and email attachments.

    95% categorization accuracyLearn More

    Bookkeeping Automation

    Automate bank reconciliation, invoice matching, and recurring journal entries. Catch discrepancies before they become problems.

    60% reduction in bookkeeping timeLearn More

    Client Intake Automation

    Streamline new client onboarding with intelligent forms that gather the right information and populate your practice management system.

    Save 2 hours per new clientLearn More

    Financial Statement Analysis

    AI-assisted review of financial statements to flag anomalies, identify trends, and generate insights for client advisory.

    Deeper client insightsLearn More

    Practice Management Integration

    Connect your existing tools with intelligent automation that learns your workflows and eliminates double-entry.

    Integrates with major platformsLearn More

    Solutions by Service Line

    AI automation tailored for every aspect of your practice

    Tax Preparation

    Automated document collection, data extraction from tax forms, and intelligent review checklists

    Bookkeeping Services

    AI-powered categorization, reconciliation automation, and anomaly detection

    Audit & Assurance

    Automated sampling, document request tracking, and workpaper preparation

    Advisory Services

    Financial analysis automation, cash flow forecasting, and client reporting

    Ready to Modernize Your Practice?

    Schedule a free consultation to see how AI automation can help you serve more clients, reduce errors, and grow your practice without adding staff.

    Our Applications

    Purpose-built software from Pumpkin for specific industries and use cases.

    EasyWISP logo
    EasyWISP

    The compliance platform built for Wireless Internet Service Providers (WISPs). EasyWISP simplifies regulatory compliance, documentation, and reporting so you can focus on growing your network.

    Easy Client Docs logo
    Easy Client Docs

    Effortlessly collect documents from clients. Easy Client Docs makes it simple to request, track, and receive files from clients — without the endless back-and-forth emails.