Document collection
Clients get a checklist and reminders until everything is in, and files land in the right folder with the right name.
Accounting & professional services
Automation for accounting, legal and consulting firms
We build automation for accounting firms, bookkeepers, law firms and consultancies: the practices where skilled people lose hours to chasing documents, re-keying data and formatting reports. We automate the process around the professional work so your team spends tax season on judgement calls instead of paperwork.
Billable people doing non-billable work
In most firms, the most expensive people spend a surprising share of their week on work a system could do: sending reminder emails for missing documents, renaming files, copying numbers from PDFs, and building the same client report every month.
Accounting firms feel it most before tax season. That's exactly when there's no time to fix it, so the best time to automate is now.
What we build
What we automate for firms
Automated bookkeeping data entry
AI extracts data from receipts, invoices and statements into QuickBooks, Xero or your working papers, with review queues.
Client onboarding
Engagement letters, ID checks, folders and practice-management records created in one step.
Recurring reports
Monthly management reports built automatically and ready for review.
AI drafting
First drafts of client emails, memos and summaries in your firm's style, for a professional to review.
Capacity dashboards
WIP, deadlines and workload by staff member in one place.
Tools we connect
- QuickBooks Online
- Xero
- Karbon
- TaxDome
- Canopy
- Clio
- Microsoft 365
- SharePoint
- Dext
- Hubdoc
AI for law firms and consultancies
Law firms and consultancies have the same pattern: intake, conflict checks, document assembly, deadline tracking and billing admin. We automate those, and set up AI assistants that work only inside approved, confidential workspaces. Client confidentiality comes first. See AI & privacy.
How it works
Four steps, no surprises
- 01
Audit
A free 45-minute call. We map the process, count the hours and tell you whether it's worth automating.
- 02
Scope & quote
A written, fixed-price scope: what gets built, what it connects to, and how we'll measure it.
- 03
Build & test
We build in your accounts, test with your real data, and run it alongside the old way until you trust it.
- 04
Handover & support
Documentation, a walkthrough for your team, and 30 days of fixes. Ongoing support is optional.
FAQ
Questions we get asked
When should an accounting firm start an automation project?
Ideally in the spring or summer, well before busy season. Most single automations take one to three weeks to build and test.
Is it safe to use AI on client financial data?
Yes, with business-tier tools that don't train on your data, clear access controls and a person reviewing outputs. We set this up and document it.
We already use TaxDome/Karbon. Can you still help?
Yes. We configure the automations those platforms offer and fill the gaps with integrations to your accounting and document systems.
Get ready for busy season before it starts.
Book a free 45-minute automation audit. We'll map one workflow with you and tell you honestly whether it's worth automating.