Accounting & CPA Firms
AI business systems for accounting and CPA firms.
Collect client information without chasing it, keep engagement status visible, and stop paying senior professionals to move documents around.
The client document loop
Most firms do not need a new platform. They need the space between the client, the documents, and the engagement record to stop being manual.
Where the work gets stuck.
Document collection means chasing
The same clients get the same reminders every season, sent by someone who could be doing the work instead.
Intake data gets rekeyed
Client information entered once ends up typed again into the practice system, the engagement file, and a spreadsheet.
Recurring extraction eats staff time
Statements, forms, and supporting documents arrive in the same shapes and get organized by hand anyway.
Engagement status is scattered
Where each engagement stands lives across a spreadsheet, an inbox, and a manager's memory.
Meeting commitments slip
What was promised to a client in a call rarely turns into a tracked follow-up on its own.
Seniors do admin work
Proposals, recurring reports, and billing preparation absorb the hours of the people who cost the most.
AI business systems we can build here.
Workflow, information handling, drafting, and follow-up. Professional review stays exactly where it belongs.
Client Intake & Document Collection
Requests what each engagement needs, tracks what has arrived, and follows up with clients until the list is complete.
Collection runs itself until it needs a human nudge.
Document Extraction & Routing
Identifies incoming documents, pulls the recurring data points, checks them for obvious gaps, and files them where the work happens.
Staff start from organized inputs, not a shared drive.
Engagement Status & Missing Items
Maintains a live view of each engagement, what is outstanding, and who is holding it up.
Managers see the bottleneck before the deadline does.
Meeting Follow-up
Turns client calls into a summary, commitments with owners and dates, and follow-up that persists.
Nothing promised on a call quietly disappears.
Proposal & Scope Support
Drafts scope and proposal material from prior engagements and the details of the current conversation.
Proposal work starts from a relevant draft instead of a blank page.
Client Reporting
Assembles recurring client reporting and status packages from the systems that already hold the data.
Recurring reporting stops consuming recurring hours.
Knowledge & Prior Work Search
Makes past engagements, memos, and firm guidance searchable in plain language, with the source attached.
The firm stops re-solving the same question.
Billing Preparation
Gathers engagement activity into draft billing detail and narratives ready for review.
Billing preparation starts from captured activity instead of end-of-month reconstruction.
These systems handle information, drafting, and follow-up. They do not make accounting judgments and they do not sign off on tax or audit work. Professional review stays with your professionals.
Where we would start
Three places we would start in an accounting firm.
We look at the process before we automate it. Automating a workflow that should be simplified first just makes it faster to be wrong.
Client document collection
High volume, highly repetitive, and a recurring source of season-long friction.
Recurring extraction and filing
The same documents in the same shapes every period is exactly what a system should handle.
Engagement status visibility
Once status is current automatically, follow-up, staffing, and client communication all improve at once.
How we work.
Friction Audit
A short conversation about the manual work, broken handoffs, and repetitive coordination slowing the business down.
Custom system build
We build around the tools and information you already use, starting with one workflow worth fixing.
Adoption and results
We train the people who touch the workflow, watch it run in real conditions, and keep improving it.
Take the chasing out of the engagement.
Start with a Friction Audit and we will find where your team is spending time on information handling instead of client work.