USE CASE · 01
Document classification and routing
W-2s, 1099s, K-1s, bank statements, and client uploads sorted automatically into the right client folder and the right return section, ready for preparer review.
Accounting firms
AI workflow systems for accounting firms.
Tax season is brutal and the rest of the year is busy. We build AI workflows that take the volume work — document sorting, reconciliation prep, client follow-ups — and hand it back already half-done so your CPAs spend their time on judgment, not data entry.
AUse cases
What we actually build here.
USE CASE · 02
Bank reconciliation assistance
Bookkeeping transactions matched against bank statements with anomalies flagged for human review. The 80% obvious matches are handled; your team focuses on what doesn't reconcile.
USE CASE · 03
Client request triage
Inbound client emails parsed for what they're actually asking, sorted by partner and urgency, with a draft response queued. PBC-list status questions answer themselves.
USE CASE · 04
Year-end PBC list automation
Automatic generation and follow-up on prepared-by-client lists. The system tracks what's been received, sends reminders, and updates the engagement team without anyone touching a spreadsheet.
USE CASE · 05
Recurring report generation
Monthly close packages, KPI summaries, and client newsletters drafted from your accounting system's data — your team reviews and signs off.
BSafety & compliance
What we've learned here.
We deploy on platforms that support the controls accounting firms actually need: SOC 2-compliant infrastructure, role-based access aligned to your engagement teams, and audit trails on every AI-assisted task. Client financial data stays in environments you control.
CA typical engagement
What this looks like for accounting firms.
We start with a workflow audit before tax season. Our engineers look at the highest-volume workflows in your practice — almost always document intake and reconciliation — and produce a roadmap your managing partner can act on.
Implementation is timed around your calendar. We deliver document-intake automation by January, train the seasonal staff before extensions, and handle close-cycle and PBC tooling in the summer when the firm has bandwidth.
DOther industries
Verticals we also serve.
A 30-minute call · No pitch
Let's find out where the
hours are going.
Book a free discovery call. We'll talk through what your team is doing, where AI could help, and where it can't. You'll leave with a clearer picture either way.