AI for accounting & bookkeeping firms
Compliance work keeps clients. Advisory writing grows them.
A custom AI system that drafts month-end summaries, advisory memos, onboarding packets, and tax-season answers — plain English, your caveats, your voice. It never invents a number.
We take on a limited number of builds at a time.
Every client wants to feel like your only client. Thirty month-ends, thirty summaries, one you. The advisory work clients would happily pay more for never happens — because writing about the numbers eats the time for thinking about them.
The firm that explains the numbers keeps the client. The firm that only files them is a commodity.
What comes off your plate.
- Month-end summaries and commentary — every client, every close
- Advisory memos clients can actually follow
- Onboarding packets for new clients
- The same hundred questions, every tax season
- Engagement letters and renewals
- The reminder emails nobody likes sending
- Quarterly check-ins that keep advisory clients warm
- The “we noticed something in your numbers” note that wins loyalty
Here’s what close week looks like. The books close. Each client’s summary is drafted from your template — plain English, your caveats — with the numbers left for you to verify before anything sends. The hours you spent writing go into the advisory thinking clients actually pay for.
It never invents a number.
A written rule the system cannot cross, approved by you before it drafts a word. If a figure isn’t in your data, it doesn’t appear in your draft — and nothing sends without your review.
Questions firm owners ask.
Can it handle tax season?
The same hundred questions get drafted from your approved answers, for your review — so the season's hours go to the returns, not the inbox.
What about client financial data?
The system runs in your cloud, not ours, and it never invents a number — a written rule it cannot cross. You verify every figure before anything sends.
We already use practice management software.
This isn't practice software — it's a drafting system built around how your firm communicates. How it fits your stack gets scoped on the consultation.
What comes off our plate first?
Usually month-end: every client's summary and commentary drafted from your template in your voice, verified by you before it sends.
Spend tax season on the returns, not the inbox.
On the call, we’ll map what comes off your plate in month one — usually month-end — and what the system takes on by month six. Then you decide.
We take on a limited number of builds at a time.