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.
Where the hours go in accounting firms.
Each of these has the same shape: predictable work, done by hand, by someone whose time is worth more.
Requests, reminders, and follow-ups sent by hand, client by client.
"What do I send you?" and "Where do we stand?" answered one email at a time.
New clients set up manually across your practice tools.
Client reports assembled from the same sources, the same way, every period.
The work the AI Accounting Operations System takes over.
- T1 and T2 document requests chased without a person8 hrs/wk
- PBC lists issued and tracked to completion5 hrs/wk
- Year-end checklists filled from the client portal4 hrs/wk
- Bookkeeping queries answered from prior-year files6 hrs/wk
- Notice to reader packages assembled and delivered4 hrs/wk
Hours are typical for a team this size. Your assessment measures yours.
What it costs to keep doing this by hand.
Every number starts at what we typically see in accounting firms. Change them to match your business and watch what the manual work is worth.
An estimate built from the numbers you entered, not a quote. Your free assessment measures the real figures and your build plan prices the work.
The work still gets done. Your team just stops being the one doing it.
Free until you decide to build.
Eight minutes to your readiness score, thirty for the call, and a written build plan within 24 to 48 hours. Yours to keep either way.
Nothing goes live on its own. You sign off on each layer, and anything unusual still waits for a human.
Your build plan carries the price in writing. You decide with the full picture in front of you.
Every build ships with the wiring written down, so you are never locked to us to keep it running.
Keep us on to monitor, tune, and extend it, or run it yourself. Both are normal.
Worth reading first.
All articlesThe four layers of email work ranked by payback: triage, drafting, routing, and follow-up, and how to tell which one is eating your week.
Read more ChecklistsThe checklist we use to audit small businesses for AI opportunities: workflows, tools, data, and readiness, in plain English.
Read moreSee what the AI Accounting Operations System would return for your business.
- Your readiness score on screen in about 8 minutes
- A free 30-minute call about your workflows, with no pitch
- A written build plan and exact quote within 24 to 48 hours
Work in a different industry? See who else we build for, or start the assessment anyway. It works for any business.
About 8 minutes on how your business runs and where the time goes.
Thirty minutes mapping your workflows, your tools, and where the hours leak.
The system we would build, the hours it returns, and the price in writing.
All three are free, and the plan is yours to keep whatever you decide.