AI that earns its seat on your team
during busy season and every other month too.
Accounting is a volume game with compounding data-entry costs. We build the integrations that let your team do more returns, reviews, and audits without adding headcount you can't find anyway.
Busy season isn't a staffing problem. It's a workflow problem.
Every mid-market accounting firm runs through the same cycle. January hits, the workload spikes, you push your team to the breaking point, you lose someone to burnout or to a better offer, and by April you swear next year will be different.
It won't be. Not unless the underlying workflow changes. And the underlying workflow is 70% repetitive data movement — document intake, trial balance import, reconciliation, review — and 30% actual accounting judgment.
We build the integrations that take the 70% off your team's plate, so they have the bandwidth for the 30% that only they can do.
Four integrations that pay for themselves fast
Source document intake and categorization
Client documents arrive by email, upload, or scan. The integration extracts the data, categorizes the transaction, and drops it into the right queue — all before a human sees it.
Trial balance anomaly detection
Every new trial balance gets auto-compared against prior periods. Anomalies are flagged with context ('this account is 3x last month, here's why that might be') before the review meeting.
Client email triage and auto-drafting
Incoming client emails get categorized and routed. Routine questions — 'when is this due', 'did you receive my statement' — get auto-drafted responses the staffer approves in one click.
Workpaper and footnote summarization
Audit workpapers and footnote drafts get first-pass summaries and cross-reference checks. The reviewer walks in with the context already assembled.
What changes after we ship
Staff spends 4 hours per client onboarding on document entry
45 minutes reviewing auto-extracted data
Review meetings start with 'let me pull up the numbers'
Pre-built review packets ready when the meeting starts
Client emails pile up during tax season
Auto-categorized inbox with draft responses ready for approval
Your team gets their weekends back during busy season.
Or, more realistically, they get half of them back. Either way, the firms we work with stop losing people in April and start growing faster than their hiring pipeline can keep up.