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Made to Fit AI

AI for accounting firms

Built for how
accounting firms actually work.

We map your workflows in the language your team uses, then design AI that fits the way accounting firms run. Not the other way around.

Map your workflowsTake the 2-min quiz

Takes 15 min. No signup required.

What eats the week

The same bottlenecks keep showing up.

  • Document collection at tax time — chasing signatures and missing forms
  • Monthly close bottlenecks — bank recs, journal entries, manual report assembly
  • Client communication scattered across email, portals, and phone
  • Workpaper review and sign-off cycles on audit engagements
  • Engagement letter and conflict-check workflow at onboarding

Workflows we map

In the language your team already uses.

Client onboarding

  1. 01

    Engagement letter

    Draft, send, and countersign the engagement letter.

  2. 02

    Conflict check

    Run independence and conflict checks against firm records.

  3. 03

    Client info intake

    Collect entity details, prior returns, and bookkeeping access.

  4. 04

    System setup

    Provision client in practice management and accounting software.

Monthly close

  1. 01

    Bank reconciliation

    Pull statements and reconcile against the general ledger.

  2. 02

    Journal entries

    Post accruals, depreciation, and adjusting entries.

  3. 03

    Partner review

    Review close package and flag anomalies before release.

  4. 04

    Client reporting

    Package financials and commentary for the client.

Tax return preparation

  1. 01

    Document collection

    Request and track W-2s, 1099s, K-1s, and supporting docs.

  2. 02

    Return prep

    Enter data and compute the return in tax software.

  3. 03

    Review and sign-off

    Senior and partner review before client delivery.

  4. 04

    E-file and deliver

    Transmit the return and deliver the client copy.

Map your own workflows

Readiness quiz

Get a readiness score in 2 minutes.

Seven questions, a score out of 100, and a clear next step — tuned to what accounting firms actually deal with.

2 / 7

How big is your team?

Headcount, including contractors who show up every week.

Questions

What you're probably wondering.

Built for the way
accounting firms run.

15 minutes of mapping. A clear answer on where AI earns its place in your stack.

Map your workflowsTake the quiz

Takes 15 min. No signup required.