AI for Accounting
Stop formatting. Start advising.
Your clients pay for your expertise, not your formatting skills. We automate the grunt work so your team can focus on high-value advisory.
70%
Reduction in report prep time
15%
Increase in billable hours per staff
+18 pts
Client satisfaction improvement
$210K
Average annual revenue increase
Sound Familiar?
Problems we solve every week
Partners spend evenings and weekends formatting reports
AI-powered templates generate client-ready reports in minutes, not hours
Staff duplicate research because knowledge lives in personal folders
Firm-wide knowledge base that learns from every engagement
Client questions require digging through years of files
Ask any question about any client and get instant, sourced answers
New staff take years to understand client nuances
AI captures and surfaces institutional knowledge from day one
The Stack
What we deploy
The Firm Brain
Connect your document management, email, and practice management systems to an AI that knows your entire client history. "What did we advise Smith & Co on R&D credits last year?" answered instantly.
Automated Report Generation
Feed in the numbers, get a client-ready report. AI handles formatting, commentary, and compliance language based on your firm templates and past deliverables.
Research Acceleration
AI-powered research assistant that finds relevant guidance, prior firm opinions, and industry benchmarks. Cut research time by 60%.
Client Intelligence Dashboard
One view of every client: engagement history, fee trends, service gaps, and relationship health. Know who needs attention before they ask.
Ready to modernize your practice?
Book a 30-minute call to see how AI could integrate with your existing systems and workflows.