Opesera
Free assessment
AI systems for Accounting firms

Every busy season, your best people become document-chasers and inbox-clearers.

Document chasing and repeat client questions swallow the busy season. We build the AI Accounting Operations System: AI that runs the repetitive work on top of the tools you already use, so your team gets those hours back.

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Document collection for Yeo Manufacturing12 OF 14
Payroll recordsFiled Tuesday
Bank statementsFiled this morning
Vehicle logsReminder sent 8:02 am
Auto reminder · sent
"Morning Priya, just the vehicle logs left and your file is complete. Reply with a photo and we'll handle the rest."
Illustration of the installed system
The problem

Where the hours go.

Each of these has the same shape: predictable work, done by hand, by someone whose time is worth more.

Chasing client documents
Requests, reminders, and follow-ups sent by hand, client by client.
The same questions every week
"What do I send you?" and "Where do we stand?" answered one email at a time.
Onboarding that drags
New clients set up manually across your practice tools.
Reporting built by hand
Client reports assembled from the same sources, the same way, every period.
The system

AI Accounting Operations System

One connected system, built around your existing tools and scoped from your assessment. You approve everything before it goes live.

Most builds land between $2,500 and $15,000 depending on scope. Your free build plan includes an exact quote.

Inside the system
  • Document collection that requests, reminds, and files on its own
  • Client onboarding automated across your tools
  • A client assistant that answers routine questions instantly
  • Recurring reports compiled and delivered on schedule
  • An internal assistant trained on your processes and templates
How it starts

Free until you decide to build.

1
Take the free assessment

About 8 minutes on how your business runs and where the time goes. You get your readiness score instantly.

2
Talk it through on a free call

Thirty minutes, no pitch. We map your workflows, your tools, and where the hours leak.

3
Get your build plan

Within 24 to 48 hours: the system we would build, the hours it returns, and an exact quote. Yours to keep either way.

See what this system would return for your business.
Eight minutes to your score, thirty for the call, and a written build plan in 24 to 48 hours. No payment, no pitch.
Get your free assessment

Work in a different industry? See who else we build for, or start the assessment anyway. It works for any business.