Your CPAs bill by the hour. They shouldn't spend those hours on data entry.

You're right to be skeptical of anyone selling you AI right now - most of it is hype in a new wrapper. But the reflex to add a seasonal hire is the expensive move. Another bookkeeper or staff accountant runs roughly $85K-$120K loaded, and ten of those roles is about $1M a year, every year, for data entry and reconciliation a system runs once (a stated assumption, not a firm's billed result). Your CPAs stay on the advisory work clients actually pay for; the system does the data entry, reconciliation, and engagement-letter admin. You move from a firm that staffs up every tax season to one that handles the same volume on the team you already have. This is about the roles you haven't posted yet.

Yes - we integrate with Karbon, Canopy, Practice CS, Drake, UltraTax, Lacerte, ProSystem fx, CCH Axcess, QuickBooks Online Accountant, NetSuite, Sage Intacct, and most major mid-market accounting and practice management platforms. The automation runs on top of your existing stack.

Our sweet spot is firms of 50-500 people and $10M-$200M in revenue - the range where partners are still running both client work and operations, so every admin hour recovered goes straight back to billable work. Below $10M, the systems we build need more organizational maturity to justify and sustain than the practice has yet.

First automation typically goes live within 4 weeks of kickoff - the first milestone in a deployment arc that puts a working system in your practice inside the first 100 days. Most firms start with one of three workflows - tax-season prep, month-end close acceleration, or engagement-letter generation - and expand from there as ROI compounds.

No - and it does not need to. Mid-market accounting firms are universally capacity-constrained. Automation does not reduce headcount; it removes the ceiling on what each person can deliver. The point is to move staff up the value chain into review, advisory, and client-facing work - the roles this protects are the ones you haven't posted yet.

Every automated action logs to an audit trail with timestamps, actors, source data, and decision context. External auditors typically prefer this level of rigor over manual processes. We design the audit trail with your audit-firm or compliance lead in the room - and every strategy call is confidential, with no client data changing hands before an engagement is in place.

We work with regional and mid-market firms specifically - large enough to have significant operational drag, small enough to make decisions and deploy quickly. National firms have in-house teams for this; regional firms rarely do, which is exactly where the headcount math bites hardest.

By taking the admin off the team you already have instead of adding partners. The capacity comes back from three places: document chasing during tax season, the 30-60 minutes of partner time per engagement letter, and the month-end close cycle - the same stated assumptions behind the numbers on this page, not billed client results. Ten seasonal preparer and admin hires you do not make is roughly $1M a year in loaded payroll (a stated assumption at about $100K loaded each). When those hours return to billable, client-facing work, revenue grows on the same partner group - because the constraint was never expertise, it was the administrative overhead wrapped around it.

You're right to tune out most of the AI pitches hitting your inbox - it's the same hype rebranded every quarter. But the seasonal-hire reflex is its own expensive habit. Another preparer or admin runs roughly $85K-$120K loaded, and ten of those roles is about $1M a year, every year, for document chasing and copy-paste a system does once (a stated assumption, not a firm's billed result). Your team stays and moves up into review and advisory; the system does the pre-prep, the close, and the engagement letters. You go from re-solving the capacity crunch with headcount every January to a practice where the same people carry more work without the overtime. This is about the seats you haven't filled yet, not the ones you have.