Stop losing hours to tasks
AI can handle in minutes
We audit your workflows, identify automation opportunities, and build custom AI systems — so you can focus on clients, not paperwork.
Works with the tools you already use
Why Automate Your Firm?
The firms that embrace AI now will dominate the next decade. Here's what automation actually delivers.
The average firm saves 20+ hours per week after implementing our automations.
Take on more clients without adding headcount or burning out your team.
AI doesn't get tired, distracted, or make typos. Your data stays accurate.
Deliver work to clients faster. No more bottlenecks on repetitive tasks.
Where Is Your Firm Today?
Most accounting firms are stuck in Stage 1 or 2. We help you leap to Stage 4.
Manual Firm
Where most firms start
Staff drowning in repetitive tasks. Long hours. Limited growth potential.
Assisted Firm
Basic tools in place
Some software helps, but processes are still manual. Lots of copy-paste.
Automated Firm
Systems connected
Key workflows run automatically. Staff focuses on exceptions.
AI-First Firm
The future is here
AI handles the heavy lifting. Your team does strategic, high-value work.
Benefits of Becoming an AI-First Firm
- Work ON your firm, not IN it
- Scale revenue without scaling headcount
- Attract top talent who want modern tools
- Deliver faster, more accurate work
- Finally take that vacation
- Build a firm that runs without you
Engineered to
Unlock Firm Growth
Every automation we build is designed to give you back time, reduce errors, and help your firm scale without adding headcount.
Client Communication
Never miss a follow-up again
AI drafts emails in your tone, sends automated follow-ups, and keeps clients engaged without you lifting a finger.
Hi John, just following up on the documents we discussed...
✓ AI-drafted • Ready to sendDocument Management
Zero time sorting files
Documents auto-sort, OCR extracts data, and everything files itself to the right client folder instantly.
W-2_2024_JohnSmith.pdf
✓ Auto-sorted to Tax Documents
Receipt_Office_Supplies.jpg
✓ OCR extracted • $247.50
Data Entry & Bookkeeping
AI handles the debits & credits
Bank transactions auto-categorize, receipts convert to entries, and reconciliation happens in minutes.
Tax Preparation
Data extraction on autopilot
W-2s, 1099s, K-1s auto-populate. Prior year comparisons flag anomalies. Tax season becomes manageable.
Client Onboarding
First impression, automated
Welcome sequences trigger automatically. Engagement letters e-sign. Portals set up without manual work.
Billing & Invoicing
Get paid faster, automatically
Time entries become invoices. Payment reminders go out on schedule. Cash flow stays healthy.
✓ Auto-generated from time entries
Ready to see what AI can do for your firm?
Book a free 30-minute discovery call. We'll map out your workflows, identify automation opportunities, and show you exactly how much time you could save.
Process Mapping
Identify where you're losing time
Custom Recommendations
Automations tailored to your firm
Clear Pricing
No surprises — know the cost upfront
30 minutes • 100% Free • No commitment
Not ready for a call? Take the free assessment first →
Frequently Asked Questions
Everything you need to know about working with us
We don't sell software. We build custom AI systems that integrate with your existing tools (QuickBooks, Xero, Drake Tax, etc.). You keep using what you know — we just make it work smarter.
Still have questions? Book a call with our team →
Stop losing time to work AI can handle
Take the free 2-minute assessment and discover exactly how many hours your firm could save every week.