Accounting Firms
Accounting firms are capacity-constrained exactly when clients need them most. AI employees absorb document intake, data entry, client chasing, and status communication — so your CPAs do accounting, not administration.
-50%
document collection time
3×
bookkeeping throughput per staff member
-80%
status-inquiry interruptions
Staff spend weeks requesting, re-requesting, and organizing client documents.
Receipts, statements, and invoices manually keyed into systems, slowly and at cost.
'Where's my return?' calls interrupt the very work clients are asking about.
Clients get personalized checklists and reminders; documents are extracted and filed on arrival.
Transaction categorization and reconciliation prep with anomalies flagged for review.
Status communication runs automatically, killing the interruption cycle.
The agents that deliver the fastest payback in your field, based on our deployment data.
Reads, drafts, and files the paperwork your team dreads.
$1,190/mo
View agentYour inbox, triaged and answered before your coffee is ready.
$590/mo
View agentGets your invoices out on time and your money in faster.
$790/mo
View agentHigh — and honest about uncertainty. Confident transactions are categorized automatically; ambiguous ones queue for review with suggested treatment. Accuracy improves monthly as the agent learns your chart of accounts.
Yes, plus most major practice management and document systems. Integration specifics are confirmed during scoping.
Book a 30-minute call. We'll map your highest-ROI automation opportunities and give you an honest read on what will work — free, whether or not you hire us.
No obligation · Response within 4 business hours