Your team is buried in onboarding, document intake, chasing signatures, and collections. We build custom AI agents that handle the repetitive work, wired into the tools your firm already uses. You own everything we build.
Accounting and tax firms lose enormous time to the same handful of workflows: onboarding a new client, collecting and sorting documents, sending engagement letters, and chasing invoices and signatures.
None of it needs a human doing it by hand. It needs a system that runs it for you, in the tools you already have, so your people can do the advisory work clients actually pay for.
That is what we build. Custom AI agents scoped to your firm's real workflow, deployed into your stack, owned by you.
Each one is custom-built around your firm's actual process and installed into the tools you already run.
New client intake, welcome sequences, data collection, and system setup run automatically from a single trigger.
Uploaded documents are sorted, classified, and the right fields extracted, then routed to the right place with no re-keying.
Generate, personalize, and send engagement letters and proposals in your firm's language, with a one-click approval gate.
Automated reminders and collections sequences chase outstanding invoices so nothing slips, without your team doing it by hand.
Pull, reconcile, and stage the recurring numbers for close so your team reviews instead of assembling from scratch.
Status updates, deadline reminders, and routine replies drafted and sent automatically, kept in your firm's voice.
A Silicon Valley tax and advisory firm serving 700+ clients with a team of five brought us in to automate onboarding, document intake, and internal workflows. The result was 31 deployed systems across CRM, document management, communication, and billing.
Onboarding dropped from 45 minutes per client to under 2. The team reclaimed the equivalent of a full-time employee in weekly hours. That is the kind of firm this is built for.
Start with the single workflow costing you the most time, then scale. Exact scope is confirmed on a call.
A short call to find the workflow costing your firm the most time. We map it to your actual tools before we build.
We build and test the agent in a sandbox, wired into your stack, with an approval gate on anything client-facing.
It ships into your systems and the code is yours. Keep us on call to build the next one, or run it yourself.
Everything we build is yours. No rented platform, no per-seat lock-in, no dependency on us.
Single workflows go live in days, not quarters. You see the time savings almost immediately.
Keep us on an on-call retainer to build the next automation as your firm grows.
They automate the repetitive, high-volume work that eats a firm's hours: client onboarding, document intake and classification, engagement letters and proposals, accounts-receivable and collections follow-up, close and trial-balance prep, and routine client communications. Your team spends less time on data entry and more time on advisory work.
Yes. You own 100% of the code and systems we build for your firm. No rented platform, no per-seat lock-in, no dependency on us to keep it running.
We build inside your own tools and accounts, so your client data stays in the systems you already control. Security and access are scoped to your firm from day one.
Builds start at $500 for a single automated workflow and scale to full multi-system engagements. Exact scope and price are confirmed on a short discovery call. See the pricing page for tiers.
Most single workflows are live in days, not quarters. Larger multi-system builds are scoped and delivered in phases so you see value early.
Tell us your firm's biggest time sink. We scope it on a short call and show you exactly what an agent would handle.