Stop retyping source documents.
Data entry from source docs is the most time-consuming stage of a return. We extract and populate workpapers and reclaim busy-season capacity. We never auto-file a position.
Free working session inside
AI your firm can actually trust in production. Your people stay the experts.
We find the manual work draining your firm's hours, then build and run the systems that do it, with a human gate on everything that touches a client return or an audit file. The first session is free.
Book a free working session
Free · 30–60 min with our team · leave with a plan
$0first session
30–60minutes
Readiness readyours to keep
Human gateon everything
The problem
You need more capacity. Hiring it is not an option.
Most senior accountants are near retirement, the pipeline behind them has thinned out, and retention is the pain that does not go away. Every firm is asked to take on more work with the people it already has. The answer is to stop spending your best people on work a machine can do.
The drain is the same across every service line: fragmented data assembled by hand. People rekey numbers from source documents, chase clients for the same files every week, reconcile across systems that do not talk, and wait on one senior reviewer who becomes the bottleneck.
It shows up as busy-season burnout, and as advisory you never have time to sell.
Firms know AI matters here. Only about 14% have a defined AI strategy, and roughly 52% of the people using generative AI are pasting client data into ChatGPT. The gap is not awareness. It is a partner who can build this safely, inside your workflows, with your judgment kept intact.
Start here · free
A free working session with our team.
01
Book a slot
One click. Pick a time. No form.
2 min02
A short intake first
A quick call: where the hours go, where review jams up, what you have tried.
~5–10 min03
We come prepared
We turn the intake into a short, specific read of your firm before we meet.
before we meet04
Your working session
We walk the read together. You leave with 2–3 prioritized opportunities.
30–60 minNo sales deck, no discovery call that leads nowhere. You sit with our team and leave with a prioritized shortlist, one you can act on whether or not you ever hire us.
The engagement ladder
A free start, then three steps that build on each other.
Free working session
00 · Start free
00 · Start free
A high-level read of your firm, prepared by a short intake beforehand. You leave with a readiness picture and 2–3 prioritized opportunities, including one you can act on with us or without.
Audit
01 · Diagnose
01 · Diagnose
The in-depth diagnostic: a worked process inventory across your service lines, a quantified opportunity map with ROI math, tooling calls, and a production-readiness scorecard. A plan you can take to your committee.
Build
02 · Build
02 · Build
We ship the top priorities. Custom build, off-the-shelf integration, or a mix, additive to your ledger, practice-management, and tax stack. Production-grade, with a human-approval gate where it matters.
Run
03 · Run
03 · Run
We operate what we built. Hosted infrastructure, monitoring, evaluation, monthly tuning, and a quarterly review against measurable outcomes. So it still works on the Monday of busy season.
Why firms trust us with this
In your work, trust comes before features.
/ We automate the work around the judgment, never the judgment.
We build AI that extracts, reconciles, drafts, and flags, under human review. We do not build AI that forms tax positions, gives written tax advice, or reaches audit conclusions; that stays with the professionals who sign their names. We scope every engagement to Circular 230, IRS section 7216, and auditor independence, in plain terms.
/ The human gate is the product.
Every system we ship has a defined point where a qualified person approves before anything becomes a return, a memo, a close, or a client-facing answer. Your CPAs keep the judgment and the sign-off. We are the engineers who make AI safe inside your workflows; your people remain the experts.
/ A security posture you can hand to a review.
We never train on your data. We sign a data-processing agreement and offer a Canadian data-residency option. Every decision is traced and logged, so when a client asks why a number is what it is, you can show the trail.
/ Five questions we answer before we ship.
- 01Can you tell when it is wrong?
- 02Can you see what it did?
- 03Is it answering from current information?
- 04Who approves before it acts?
- 05Who do you call when it breaks?
We ship the demo and the five things that keep it running. For a client return or an audit file, the trail to source is the professional standard, so we build it in.
Where it shows up
Tax
Audit
CAS / bookkeeping
Advisory / CFO
One firm, four service lines, the same root pain.
Tame the PBC chaos.
Generate request lists and chase outstanding items, with real-time visibility into what is missing. Always subordinate to the auditor's judgment and independence rules.
Speed up the close.
Categorize, reconcile, and assemble the close under sign-off. Under fixed-fee CAS every saved hour is pure margin, and standardization is what lets the service scale.
Stop reconciling, start analyzing.
Consolidate data, draft reporting, and narrate variances off a foundation you can trust, all tied to source. The advisor owns the judgment and the client-facing call.
A few things we build
Named outcomes, each with a human sign-off.
Monthly client board pack, first draft
Statements, commentary, and variance notes built off reconciled data, ready for the accountant to review before it reaches the client. Every figure traces back to its source.
Close-review anomaly and variance flagging
Scan the close for anomalies, outliers, and variances worth a second look, routed to a reviewer ranked by materiality.
Working papers from source documents
Extract and populate working papers from source documents, with a preparer confirming the numbers before they enter the file.
Tax and regulatory research synthesis
Synthesize the relevant guidance for a question with citations back to the primary source, so a professional confirms the position.
A sample, not a menu. What we build for your firm is decided in a free working session and an Audit against your own numbers.
See where AI gives your firm capacity back. For free.
A working session with our team · 30–60 min · a readiness read and a shortlist you keep either way