We build AI systems for accounting firms, advisory practices, consultancies, and insurance agencies — automating proposal generation, client onboarding, reporting workflows, and engagement management so your billable staff can focus on the work that actually requires them.
Senior staff spending 2–4 hours on every new business proposal — rewriting the same sections, updating the same templates, reinventing the same structure every time.
Client onboarding involves chasing documents over email for weeks. Clients send partial files, wrong formats, or don't respond at all — bottlenecking your team's ability to start work.
Monthly, quarterly, or annual client reports assembled manually from multiple data sources. Hours of work for deliverables that could be largely automated.
Every client question, document request, or status update requires an email or phone call. Your team spends hours weekly on communications that a portal would handle automatically.
AI generates a full first-draft proposal from a brief or discovery call transcript. Scope, deliverables, timeline, pricing, and terms — assembled in minutes, reviewed and refined in another 30. A 4-hour process becomes 45 minutes.
A structured onboarding workflow that sends document requests, tracks submission status, sends automated follow-ups, and notifies your team when everything is in. Onboarding that took weeks takes days.
For recurring client reports, AI pulls data from your sources, structures the analysis, and generates a first-draft narrative. Your team reviews, adds insight, and approves — but the hours-of-assembly part is gone.
A branded portal where clients can upload documents, view engagement status, access delivered reports, and ask questions — reducing your team's administrative email volume significantly.
Automated milestone tracking with alerts when deadlines approach or tasks go overdue — integrated with your project management system so nothing falls through the cracks.
A retrieval-augmented AI system trained on your firm's methodologies, past engagements, and reference documents — so your team can quickly pull relevant precedent and standards without manual searching.
A 3-person accounting firm drowning in document collection emails during tax season. Clients sending files via email in inconsistent formats, staff manually extracting data from uploaded documents, and 120+ clients with no visibility into where their returns stood.
Here’s what we’d build: a client self-service portal with structured document upload, AI-assisted data extraction from uploaded financials, and automated status notifications — so tax-season throughput stops depending on inbox archaeology.
See Our Real Work →