Billable hours shouldn't go to copy-paste. Mostly accounting and CPA firms.
Your people are expensive because they're good. Then half their week goes to chasing documents and moving numbers between systems that don't talk. We build the connections your practice management vendor never will.
The work is judgment. The leak is everything around it.
Client records arrive by email, in pieces, after three reminders. Someone checks a folder every morning to find out.
Tax, audit, and books each in their own system, with staff as the integration between them.
Partners mark up paper, staff type the changes back in, and version control is a prayer.
Clients call to ask where things stand, because there's nowhere they can look.
The kind of thing we ship
Document collection that chases itself
Requests, reminders, and a checklist the client can see, so the file shows up before the deadline does.
Your software, connected to your practice tools
The connections between tax, audit, books, and billing that turn re-keying into a nightly job.
Client status pages
Where things stand, what we're waiting on, and what's done, without a phone call.
PRODUCTION SYSTEMS
PROFESSIONAL SERVICES · IT SERVICES
Straight answers
Is client data safe with automation in the middle?
We're mid-season. When does this happen?
What does it cost to start?
Will this replace our practice management software?
Are we locked into one AI vendor?
Built as a custom AI solution. Yours to keep.
A custom assistant drafts the routine document from your own precedents and files it, and an agent chases whatever is outstanding.
The chase runs on a clock, the report assembles itself, and the intake writes into every system that needs it.
We are model-agnostic by design. The model is a component, not the architecture. When a better one ships we swap it, and what we built for you keeps running.