AI for accountants and bookkeepers
More time in tax season.
Most of tax season is chasing documents and answering the same questions. We set up systems that collect what you need, chase what's missing and keep clients informed, so your hours go to the actual work.
Where the time goes
Chasing documents
Every client is missing something, and reminding them takes hours.
Routine questions all season
Deadlines, status and what to send, asked again and again.
Messy expense data
Receipts and transactions arrive uncategorized and late.
What we'd set up first
The first workflows for accounting firms.
Each one runs on the tools you already use, with you approving anything that goes to a customer.
A clear checklist of what each client needs to send, by return type.
Forms, CRM
Chases missing documents politely until everything is in.
Gmail, CRM
Answers routine client questions from your approved answers.
Gmail, Intercom, Zendesk
Categorizes transactions so they're ready for review.
Sheets, QuickBooks
Sends deadline reminders and short updates to your client list.
Beehiiv, Mailchimp, Kit
Prepares a summary of each client before their review call.
Calendar, Gmail, CRM, Web
Pricing
Questions
Does it work with QuickBooks or Xero?
Yes, where those tools allow. We check what your stack supports on the first call.
Is client financial data safe?
We build in the tools you already use, keep access tight and keep a person approving anything that goes out.
How long does setup take?
Most single workflows are live within a week. A full team setup usually takes two to four weeks.
What does it cost?
A single workflow sprint is $1,500 one time. Ongoing plans start at $2,500 a month and include upkeep and new workflows.
Guides
Next step
Tell us where the time goes. We'll show you what we'd build first.
A 15-minute call. No prep needed, and you'll leave with at least one idea you can use.
Also in local and professional