AI Agents for Accounting Firms. Done For You.
Automate document collection, deadline reminders, and client onboarding — so your team focuses on accounting, not admin.
No contract · No technical knowledge required · First agent live in 2 weeks
Sound familiar?
The problems we solve for accounting.
Chasing documents is a full-time job
Your team sends the same requests for statements, receipts, and forms — over and over. It's repetitive, time-consuming, and completely automatable.
Deadline season creates chaos
Without proactive client communication, tax deadlines sneak up. The result: extensions, stressed clients, and late nights for your team.
Client onboarding is inconsistent
New clients get a different experience depending on who handles them. Inconsistency creates confusion, delays, and extra back-and-forth.
What we build
AI agents built for accounting.
Client Document Collection
Automated requests go out at the right time, with smart reminders that escalate if clients don't respond. No more manual follow-up.
Tax Deadline Reminder Sequences
Clients receive timely reminders with clear instructions on what to prepare — reducing last-minute chaos for your team.
Client Onboarding Automation
New client? Your agent sends the welcome sequence, collects required information, and sets expectations — consistently, every time.
Status Update Sequences
Keep clients informed on where their return or engagement stands — without your team answering the same status questions all day.
Guides & use cases
How AI agents work for accounting.
From the blog
Articles for accounting.
The process
From strategy call to live agent in 2 weeks.
01
Tell us about your business
Fill out the form and we'll schedule a free 30-minute strategy call. No pitch, just listening.
02
We design and build
Our team maps your workflows, selects the right tools, and deploys your first agent. Most clients go live within 2 weeks.
03
We iterate every month
Submit requests through our simple ticket system. We prioritize, build, and improve your agents continuously — month after month.
Simple pricing
One AI automation subscription. Everything included.
Everything you need to run AI agents in your business — no hiring, no contracts, no surprises.
- Business analysis & agent design
- Full setup and tool selection
- Monthly iteration via request queue
- Dedicated support
- Always up to date — new AI capabilities adopted as they ship
- No contract — cancel anytime
Less than half the cost of one junior hire. No onboarding, no benefits, no management overhead.
Token costs (OpenAI, Anthropic, etc.) and required SaaS tools are billed directly to you at cost. No markup, ever.
Got questions?
Questions about AI agents for accounting.
Your competitors are already automating.
Get your free strategy call and find out exactly how to outsource your AI automation — and which parts of your business can run on autopilot starting this month.