Bookkeeping cleanup. Client document chasing. Tax prep first drafts. Audit fieldwork. There's an AI workflow for every hour your team loses to repetitive work — and ~5 minutes on a short form is all we need to map yours.
Most accounting practices we talk to lose 30–40% of staff hours to data entry, reconciliation, and chasing clients for documents. AI handles the repetitive volume so your team focuses on advisory.
Client emails a stack of receipts/invoices — AI extracts amounts, vendors, GL accounts, posts to QuickBooks/Xero/Sage. Eliminates the data-entry bottleneck.
AI matches transactions to invoices, flags unmatched entries, drafts journal entries for review. Cuts month-end close by 60–70%.
T1/T2 (or 1040/1120) preliminary drafts generated from client docs + prior-year returns. You review and refine. Doubles your tax-season throughput.
AI tracks which clients haven't sent their HST returns, slips, or year-end docs. Drafts polite follow-ups automatically. You approve and send.
AI runs analytics on client ledgers — variance analysis, ratio benchmarks, unusual entries. Highlights risk areas before fieldwork starts. Sharper testing, less senior time.
Auto-drafts monthly/quarterly client letters with key metrics, cash flow trends, comparison to last year. You add the strategic insight. Builds advisory revenue without billable bloat.
A 6–8 page PDF. Plain language. Specific to your business. Designed to be readable in 10 minutes and acted on in 30 days.
0–100 with breakdown across 5 dimensions.
Three plain-language bullets — what you'd tell a co-founder.
Three high-leverage moves you can ship in 30 days.
Three bigger bets for the 3–6 month horizon.
What's likely to block adoption and how to defuse it.
Specific products with pricing, matched to your situation.
Reports are free while we're in beta to build case studies. They'll retail at $1,000 once we officially launch.
Implementation services available separately ($3–5K)