Client intake
Check intake forms for missing information and route incomplete submissions for follow-up.
AI workflows for accounting firms
Reduce the follow-up and admin around professional accounting work.
Build controlled workflows for intake, document collection, internal summaries, and recurring client service without delegating professional judgment to software.
Good first projects
Start with one narrow workflow your team repeats every week.
Each example is a starting point. The assessment maps your current process, systems, data, review point, and measurable definition of success before anything is built.
Document collection
Draft reminder sequences and update internal status when requested files arrive.
Close and review
Assemble checklist status, exceptions, and source-linked summaries for a person to review.
Meeting follow-through
Turn approved notes into assigned tasks, due dates, and client-ready drafts.
Industry boundary
Automation supports the work. It does not appoint itself the decision-maker.
Tax, accounting, audit, and client conclusions remain with qualified people. The workflow can organize evidence and draft bounded outputs; it does not sign, file, or advise unattended.
- Approved systems and data boundaries
- Human review before consequential actions
- Representative testing and acceptance criteria
- Operating notes, audit trail, and shutdown path
Same controlled method
Assessment, implementation, then support if it proves useful.
Every industry page leads to the same implementation model: a $1,500 fixed-scope assessment, a $5,000+ bounded implementation sprint, and optional managed support from $1,500 per month.
You can stop after any stage. Software subscriptions, extensive data cleanup, and custom enterprise integrations are scoped separately.
See engagement detailsOther industries
START WITH ONE WORKFLOW
Tell me where accounting firms lose time every week.
I will help determine whether it is a good automation candidate and scope the smallest useful next step.