AI for accounting firms
Built for how
accounting firms actually work.
We map your workflows in the language your team uses, not in generic department labels.
Takes 15 min. No signup required.
Takes 2 min.
What eats the week
We ask about these first.
- Chasing signatures and missing forms at tax time
- Monthly close stalls on bank recs and manual report assembly
- Client communication scattered across email, the portal, and whoever picked up the phone
- Workpaper review and sign-off cycles on audit engagements
- Engagement letter and conflict-check workflow at onboarding
Workflows we map
Three of them, already broken into steps.
Client onboarding
- 01
Engagement letter
Draft the letter and chase the countersignature.
- 02
Conflict check
Run independence and conflict checks against firm records.
- 03
Client info intake
Collect prior returns and bookkeeping access.
- 04
System setup
Provision client in practice management and accounting software.
Monthly close
- 01
Bank reconciliation
Pull statements and reconcile against the general ledger.
- 02
Journal entries
Post the adjusting entries.
- 03
Partner review
Review close package and flag anomalies before release.
- 04
Client reporting
Package financials and commentary for the client.
Tax return preparation
- 01
Document collection
Request and track W-2s, 1099s, K-1s, and supporting docs.
- 02
Return prep
Enter data and compute the return in tax software.
- 03
Review and sign-off
Senior and partner review before client delivery.
- 04
E-file and deliver
Transmit the return and deliver the client copy.
Readiness quiz
Get a readiness score in 2 minutes.
Seven questions. You get a score out of 100 and one recommended next step.
2 / 7
Pick an option to continue.
Questions
What you're probably wondering.
Map it as it
runs today.
15 minutes. You end up with a diagram of every step, including the ones nobody documented.
Takes 15 min. No signup required.