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For Accounting Firms

AI that gets you through
busy season.

Client document intake, ledger reconciliation, review summaries, and client communications — automated where it's safe, reviewed where it matters.

ACCURATE · AUDIT-FRIENDLY · REVIEWER-IN-THE-LOOP
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Where time goes

The work that's
eating your team.

Most of the drag on a accounting firm comes from the same handful of repetitive operations. They're the easiest to automate and the highest leverage.

PAIN POINT

Busy season buries the firm

Tax and audit season concentrates work into a few months — staffing for the peak is expensive and risky.

PAIN POINT

Client document collection is manual

Chasing W-2s, 1099s, statements, and receipts is a full-time job for admins.

PAIN POINT

Reconciliation eats senior hours

Categorization, exception research, and standard adjustments fill calendars that should be on advisory.

Workflows we automate

Less manual work.
More time for clients.

These are the workflows we've automated for accounting firms like yours — usually live within weeks of an assessment.

WORKFLOW

Client document intake

Documents collected, classified, extracted, and dropped into the right engagement folder.

WORKFLOW

First-pass reconciliation

Categorization, duplicate detection, and exception flagging done before a preparer sits down.

WORKFLOW

Review summaries for partners

Standardized review packets summarizing the engagement, exceptions, and recommendations.

WORKFLOW

Client communication drafting

Status updates, document requests, and routine answers drafted in firm voice.

WORKFLOW

Tax-prep workflow assistance

Source-doc validation, prior-year compare, and missing-data flags before review.

WORKFLOW

Engagement knowledge assistant

Answer staff questions from your firm's methodology and prior engagements.

Practical AI applications

What this actually
looks like.

We don't sell models. We deploy systems that take real actions in real tools — with human approval where it matters.

Document intake & extraction

Reads W-2s, 1099s, bank statements, and receipts; extracts the fields you actually use.

Reconciliation copilot

First-pass categorization with exception flags routed to the responsible preparer.

Client request automation

Tracks open requests across clients and follows up automatically without nagging.

Methodology assistant

Answers staff questions from your audit / tax methodology and prior engagement files.

Review packet drafter

Drafts the partner review packet — exceptions, judgments, recommendations.

Audit-friendly review trail

Every AI suggestion is logged and reviewable. Workpaper-style record of who saw and approved what.

Business outcomes

The numbers
that actually move.

Most firms start with intake and reconciliation, then expand into review summarization and advisory work once trust is built. Outcomes vary by firm size and engagement mix.

Less prep time
per return
More capacity
per preparer in season
Days → Hours
for client doc intake
Reviewable
every AI action logged
Start with an assessment

Two to three weeks.
A real roadmap.

We identify the intake and reconciliation workflows where AI can save staff time quickly, and return with a prioritized plan — not a slide deck.

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