Deploy a complete AI accounting team that handles tax prep, bookkeeping, audit support, and client deliverables. Real Google Workspace identities. Full accountability. More billable hours.
The average accountant spends less than 40% of their time on high-value advisory work. The rest? Data entry, research, document chasing, and compliance.
Bank feeds, receipts, invoices, journal entries — tedious work that doesn't require a CPA license.
Tax season crunch. Audit deadlines. Extension filings. All-nighters that burn out your best people.
Endless back-and-forth for missing receipts, bank statements, 1099s. Work grinds to a halt waiting for clients.
Every new client requires another hire. Hiring is hard, training is slow, and the economics barely work.
For a firm with 5 CPAs at $150K each:
Imagine every CPA focused on advisory. Every deadline hit with time to spare. Every client delighted by responsiveness.
"Accounting firms using AI for bookkeeping and tax prep see 40% higher profit margins and 2x client capacity per professional."— Deloitte, "The Future of Accounting", 2024
Every transaction categorized automatically. Learning your chart of accounts and client patterns over time.
Data gathered, forms populated, review points flagged. Prep time cut in half, accuracy increased.
Audit documentation prepared automatically. Tick marks, cross-refs, testing support — ready for review.
Anomalies, missing docs, compliance risks surfaced before review. No surprises at year-end.
Every filing deadline, extension, and client commitment tracked. Automated reminders and status reports.
Double your client base without doubling your team. AI handles the volume, CPAs handle the judgment.
Four specialized agents, working as a coordinated team. Human Managing Partner sets strategy. AI executes flawlessly.
Your right hand. Coordinates audit, tax, and client service operations. Tracks deadlines, maintains engagement status, generates daily briefings, flags quality issues, and ensures nothing falls through the cracks. Reports to Managing Partner, directs the team.
Accelerates audit work. Prepares workpaper templates, tracks PBC lists, supports testing calculations, organizes documentation, and maintains procedure checklists. GAAS/PCAOB aware but never makes professional judgments.
Streamlines tax preparation. Distributes tax organizers, gathers and enters data, prepares workpapers, tracks deadlines, and manages extensions. Never provides tax advice or makes elections — that's for CPAs.
Ensures excellent client experience. Manages document requests, schedules meetings, tracks deliverables, sends status updates, and maintains client portal. Handles logistics, not technical matters.
Event triggers, scheduled tasks, and visual workflows — ready to deploy.
Respond instantly to system events
practice.engagement.created — Setup engagement folder and assign teampractice.deadline.approaching — Alert team and verify completion statuspractice.client.document_uploaded — Organize in workpapers and notify preparertax.return.ready_for_review — Queue for partner review and schedule client meetingtax.extension.filed — Update deadline tracker and notify clienttax.deadline.reminder — Send client reminder and check statusRun operations on autopilot
Multi-step automation with human-in-the-loop
All automations are pre-configured. Enable with one click during setup.
Plug in your numbers. See what you're leaving on the table.
Enter your firm's current metrics
Based on customer benchmarks
Deploy in 10 minutes. Connect your systems. Watch your capacity grow.