If a workflow is repetitive, manual, or done more than once — we can automate it. From simple reminders to full end-to-end processes across bookkeeping, tax, CAS, payroll, client management, and advisory — anything you use in your firm can be turned into a streamlined, automated system.
AI document extraction (P&L, receipts, invoices, bank statements)
AI-generated summaries for clients
AI answering client queries
AI-powered data cleanup
AI chatbots for internal teams or clients
What Happy Clients Tell
James W., CFO Advisory Director
“I didn’t believe the ROI numbers… then we saved more than predicted.”
“Forecasting updates and weekly KPI emails run automatically. Each account now saves us 6–7 hours/week, which across 14 clients is ~350 hours/month freed. This let us scale without hiring — easily a $40k/month ROI.”
Emily R., Founder — LedgerFlow Bookkeeping (12 staff)
“We saved over 60 hours every month — instantly.”
“Your team automated our monthly close workflow and document collection. We measured it: 62 hours/month saved, mostly from no longer chasing clients or posting recurring entries manually. We hired you for automation, but we stayed because it finally feels like our firm runs itself.”
“Client communication chaos? Gone. Saved 10 hours per week.”
“Before automation: constant emails, missed docs, late responses. After automation: everything runs on autopilot. We save 8–12 hours/week, and our clients finally send what we need on time.”
Carlos D., Payroll Manager — ClearBooks CPA Group
“Payroll used to take two full days. Now it’s 35 minutes.”
“Timesheet reminders, approvals, syncing — all automated. What used to be 16 hours every pay cycle now takes less than one hour. Our accuracy is up, errors are down, and clients think we ‘grew our team.’ We didn’t — we automated.”
Laura S., Tax Partner — SummitTax Advisors
“Our tax season admin dropped by 70%. That’s not an exaggeration.”
“The organizer → reminders → document tracking workflow saved us $25,000+ in seasonal labor. We didn’t have to hire temps this year. Automation handled the chasing, and our preparers finally focused on actual prep work.”
Pricing
Simple, ROI-Driven Pricing for Accounting Firms
Starter Automation Package
For small bookkeeping firms, solo CPAs, and early-stage accounting teams that want to eliminate 1–2 manual workflows quickly.
$600–$1,500
/mo
Estimated ROI:
Typical firms save $2,000–$6,000/month by automating client onboarding, reminders, and simple reporting tasks.
For growing accounting firms handling 30–150 clients that want to automate a larger part of operations: onboarding → document collection → workflows → reporting.
$1,500–$4,500
/mo
Estimated ROI:
Typical firms save $6,000–$15,000/month in admin time, reduced errors, and faster month-end close.
