Accounting.
The most repetitive parts of your practice, handled.
CPA firms spend the majority of non-billable hours on client communication, document chasing, and report formatting. Every hour there is an hour not spent on advisory work. We build AI systems that reclaim that time.
Accounting firms are under pressure from every direction: clients expect faster turnaround, talent is expensive and hard to retain, and compliance requirements keep expanding. The firms that survive will be the ones that use AI to do more with the same team.
What we build for accounting.
Client Communication Agents
AI agents that handle routine client communication — document requests, status updates, appointment scheduling — inside tools like Karbon and Slack.
Automated Report Generation
Structured templates and AI generation for recurring reports — monthly financials, tax prep summaries, engagement letters.
Workflow Automation
End-to-end workflow automation for common processes: client onboarding, month-end close checklists, document collection.
Tool Integrations
Native integrations with the tools CPA firms already use: Karbon, Slack, QuickBooks, Drake, and practice management platforms.
In practice.
- 01Client onboarding reduced from 3 days to 4 hours
- 02Automated document request and follow-up sequences
- 03Month-end close checklist automation with AI validation
- 04Tax prep data gathering via AI interview workflow
- 05Engagement letter generation from client intake data
Operating in accounting?
We work where the problem is real and the bar is high. Tell us what you're trying to solve.