Clients already expect the firm to use it.
AI operating systems for firms whose clients now expect AI-assisted service.
Most clients now say they want the firms they hire to use AI — and adoption at accounting and tax firms has nearly tripled in a year. We build the operating system underneath: a close-process agent that automates invoicing, reconciliation, and expense audits, a tax-research copilot grounded in current code and rulings, and a client-communication assistant that drafts without ever sending on its own.
Where AI earns its keep.
The workflows in accounting & tax firms where AI does real work today — not a someday roadmap, the jobs it can take off your plate now.
Close & reconciliation agent
Automates invoicing, reconciliation, and expense audits — speeding up the close process substantially.
Tax research copilot
Retrieval-grounded research against current code and rulings, with citations, not guesses.
Client communication assistant
Drafts client updates and requests for review — nothing goes out without a human reading it first.
Document intake & extraction
Pulls structured data out of client-submitted statements, receipts, and filings automatically.
A newer focus for us — but the same bench, the same standard, and eight years of shipped production systems behind every engagement.
Tell us which part of accounting & tax firms is the bottleneck.
Built for the rules of your industry.
Services that fit this industry.
AI Agents & Workflow Automation
Autonomous agents and copilots wired into your real workflows.
AI Integration & Modernization
LLMs and automation wired into the systems you already run.
AI Security & Compliance Engineering
Scoped permissions, audit trails, and compliance-aligned delivery for AI that touches real systems.
Let's put AI to work in your business.
A 30-minute call. You bring the workflow or the roadmap — we'll tell you what's feasible, what it costs, and what we'd build first.