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 that ships on schedule
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 →Growing every line at once, not just reporting? That question has its own page for leadership teams.
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. The founder has spent years advising private equity firms, banks, and CFOs; that is the standard the work is held to.
Confidentiality by design
Read-only access wherever possible, tightly controlled data handling, and a confidentiality agreement on request. The plain-language version is public: how your data is handled.
Referrals flow both ways
Bookkeepers and CPAs refer clients to us; we refer cleanup and tax work back. Partner firms get priority onboarding.
Asked by firms, answered here.
What does ClarIQ actually build for CPA firms and fractional CFOs?
Four workloads: client reporting automation (KPI packages that assemble themselves, financial report narration you review and send), document intelligence (engagement letters, contracts, and workpapers summarized and risk-flagged, compliance-formatted drafting), intake systems (qualification chat trained on your services, speed-to-lead follow-up), and the back-office layer (client onboarding sequences, document collection chasing, email triage, CRM hygiene). Every deliverable ships with human review.
How is client confidentiality handled?
Read-only access wherever possible, tightly controlled data handling, and a confidentiality agreement on request. Nothing we ship reaches a client or a file without a person signing off.
Why hire a firm that also runs a finance practice?
Because the systems we sell are the systems we run. Our own reporting practice closes the books monthly, forecasts cash on a 13-week horizon, and writes board memos every month on these exact workflows, so we feel the same deadlines your firm does.
Where do engagements usually start?
With the AI readiness audit: it maps your firm's own workload and returns a build-or-skip answer for each candidate workflow before anything gets built. Bookkeepers and CPA partners who refer clients get priority onboarding, and we refer cleanup and tax work back.
See what your firm can stop doing by hand.
Thirty minutes. Bring your most repetitive workflow and leave with a build-or-skip answer.
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