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Accounting firms: 3 founding spots, 40% off. Sign by December 1 to be live before tax season.

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AI for accounting & bookkeeping

Be ready before tax season, not buried in it.

Chasing client documents is the number-one complaint in accounting firms. We automate the chasing, reading and data entry, handle the compliance paperwork, and have it running before January.

What eats the week

  • Dozens of "did you get my W-2?" emails a day
  • Chasing clients for missing documents, again
  • Keying figures from PDFs and bank statements
  • IRS and DOR notices piling up after filing season
  • Staff using public AI with client data

What we build, in order of payoff

  1. 01Paper Chase: organizer checklists, reminders and no-login uploads
  2. 02Bank statement and receipt extraction into QuickBooks or Xero
  3. 03Month-end close agent that lists exceptions and asks clients
  4. 04Engagement letter and onboarding flow, from intake to e-sign
  5. 05IRS / MA DOR notice reader with a drafted response for CPA review
  6. 06Office Brain over your firm's procedures and review notes

Accounting

Tax Season Ready Pack

$6,500setup · $595/mo

  • Paper Chase for organizers and PBC lists
  • Engagement letter + onboarding flow
  • Notice reader & response drafter
  • §7216 consent + WISP addendum
  • Staff training session
  • Trust Layer + 90-day tune-up

Founding price is 40% off setup if you sign by December 1, so it can be live by December 15. +$200/mo January–April for higher volume.

Start with a free audit

Works with

QuickBooks · Xero · Karbon · TaxDome · Drake · UltraTax · SmartVault · Microsoft 365

Compliance & safety

Built for IRC §7216 (client consent before tax data touches AI), the FTC Safeguards Rule and Massachusetts 201 CMR 17. We bring the consent template and WISP addendum.

The building blocks

Agents that fit accounting offices best

  • Flagship

    Paper Chase

    The documents show up without anyone chasing.

    Sends each client a checklist and reminders, takes photos and uploads without a login, renames and files what it can read, and lists who is still holding up the return.

    • Tax organizers and W-2/1099 collection
    • Renewal questionnaires and loss runs
    • Bank statements into QuickBooks

    from $2,500 + $349/mo

    Accounting · Insurance · Law · Property

  • Flagship

    Office Brain

    Your operations manual, written and answerable.

    A private assistant trained on your procedures, handbook, carrier guides and past work. It answers staff questions with the source attached. We interview your senior people and turn what they know into written procedures.

    • "What do we do when a client gets a CP2000?"
    • "Which carriers write vacant dwellings?"
    • New hires productive in days, not months

    from $2,500 + $249/mo

    Every office

  • Deal Desk

    Quotes and proposals in minutes, not evenings.

    Turns messy inputs like carrier PDFs, job-site photos, RFQ emails and ledgers into a polished draft built on your template and price book, ready for a person to review and send.

    • Side-by-side insurance proposals
    • Photo-to-estimate for contractors
    • Monthly owner reports with commentary

    from $3,000

    Insurance · Trades · Manufacturing · Accounting

Let's look at your accounting workflow

15 minutes on a video call, and only if the document chase is the problem. We don't design a custom automation.

Book the free audit See pricing