AI automation for accounting and professional-services firms.
We run four specialized accounting brands ourselves — so the intake, proposal, and onboarding automation we install has already survived tax season.
Inquiry follow-up competes with client work
Prospects reach out during your busiest periods. Automated qualification and scheduling responds immediately while staff stay on billable work.
Proposals eat partner time
Discovery-call summaries feed drafted engagement letters and proposals from your templates — reviewed by a person before anything sends.
Onboarding steps slip
Signed engagements trigger checklists, portal setup, billing, and document requests automatically, so nothing rides on memory.
Compliance leaves no room for 'oops'
Approval points, audit logs, and exception queues are built in — automation that respects how regulated work must run.
Typical workflows.
- —Website and chat intake with qualification and scheduling
- —Discovery-call transcription to reviewed proposal drafts
- —Engagement-letter and e-signature workflow
- —Client onboarding checklists, billing setup, and document collection
- —Recurring client reporting drafted for review
The intake-to-engagement system described in our accounting case study runs across four firms we own and operate — the same pattern we install for client firms.
Read the case study →