Streamline your practice with intelligent automation that handles routine tasks, improves accuracy, and lets you focus on high-value advisory services that clients truly value.
Automate data entry, receipt processing, and document classification.
AI-powered verification and cross-checking eliminates human errors.
Serve more clients without increasing overhead through intelligent automation.
Transform your practice with AI solutions designed specifically for accounting and tax workflows.
Upload a receipt → instantly matched and reconciled in their accounting software with proper categorization.
ROI: Save 15 hours per week on data entry, reduce processing costs by 60%.
Drag-and-drop IRS forms or statements → AI extracts line-item info and auto-fills tax forms.
ROI: Complete tax prep 80% faster, handle 3x more clients per season.
A white-labeled AI chatbot that answers common tax season questions for your clients 24/7.
ROI: Reduce client calls by 70%, improve satisfaction scores by 40%.
Designed around your specific processes, client types, and service offerings—not generic workflows.
Works seamlessly with your existing accounting software and doesn't force system changes.
Pay only for what you use—no forced upgrades or unnecessary feature bundles.
Offer services your competitors can't match with custom AI capabilities.
One-size-fits-all accounting platforms create these issues:
How a mid-sized CPA firm transformed their practice with custom AI
More clients served
Without adding staff
Faster processing
Average time per return
Additional revenue
In one tax season
Let's discuss how custom AI can help you serve more clients, improve accuracy, and focus on high-value advisory services.
Common questions about AI automation for accounting firms
AI can automate data entry, receipt processing, invoice categorization, and reconciliation tasks. This reduces manual processing time by up to 90%, allowing CPAs to focus on advisory services and complex analysis.
Yes, our AI systems achieve 99.5% accuracy rates with built-in verification and cross-checking mechanisms. AI reduces human errors and provides consistent, reliable processing of financial transactions.
AI can automatically organize documents, identify deductions, prepare initial tax forms, and flag potential issues. This speeds up tax preparation by 60% and allows firms to handle 3x more clients during busy season.
Our AI solutions integrate with popular platforms like QuickBooks, Xero, Sage, and Drake Tax. We build custom connectors to work seamlessly with your existing workflows and software stack.
Firms typically save 20-40 hours per week on routine tasks, reducing operational costs by 30-50%. The time savings allow CPAs to take on more clients and offer higher-value advisory services, often increasing revenue by 25-40%.