AI for the firms that run the numbers.
CPA firms, fractional CFOs, and lenders live on documents, deadlines, and client reporting. We build AI systems for exactly that workload. We should know: we run a monthly finance practice on the same systems.
Human review on every deliverable. Nothing we ship reaches a client or a file without a person signing off.
Where firms get their hours back.
Client reporting on autopilot
Automated KPI packages and financial report narration. The numbers assemble themselves; you review and send.
Insight & Monitoring → DocumentsDocuments that read themselves
Engagement letters, contracts, and workpapers summarized and risk-flagged. Compliance-formatted drafting when the format matters.
Documents & Knowledge → IntakeNever lose an inquiry
Qualification chatbots trained on your services, speed-to-lead follow-up, and nurture sequences that hold prospects through busy season.
Capture & Convert → Back officeThe quiet operations layer
Client onboarding sequences, document collection chasing, email triage, and CRM hygiene that runs while you bill.
Automate Operations →We are a finance firm too
Our reporting practice runs a monthly reporting close on top of clean books, forecasts cash, and writes board memos every month. The systems we sell are the systems we run.
Confidentiality by design
Read-only access wherever possible, tightly controlled data handling, and a confidentiality agreement on request.
Referrals flow both ways
Bookkeepers and CPAs refer clients to us; we refer cleanup and tax work back. Partner firms get priority onboarding.
See what your firm can stop doing by hand.
Thirty minutes. Bring your most repetitive workflow and leave with a build-or-skip answer.
Book a free clarity call