THE PROBLEM
Sound familiar?
For most small accounting firms, the problem isn't the tools. It's the time these tasks steal every month.
Receipts come in from everywhere.
Someone on your team spends time comparing records across systems to find inconsistencies, like bank entries versus the books.
Manual reconciliation slows finance teams down and increases the risk of errors.
And by the time everything is done, you've spent hours on work that shouldn't be manual anymore.
THE SOLUTION
What if most of it was already done?
We connect AI directly into your existing system so it can do the heavy lifting:
Receipts are captured automatically.
AI systems continuously match transactions and flag discrepancies in real-time.
Bank reconciliation is mostly prepared before you even start.
So instead of doing the work, your team just reviews and validates it.
Get the AI readiness checklist
20 questions. 10 minutes. Walk away knowing the 3 tasks worth automating first.
HOW IT WORKS
Three simple steps
01
Connect your system
We integrate with QuickBooks, Acomba, Sage 50, or Xero — no need to change tools.
02
Train the workflow
We configure the AI around your clients, rules, and processes.
03
Go live in ~2 weeks
You start seeing pre-matched records and categorized data almost immediately.
IS THIS FOR YOU
Built for firms like yours
This works best if your firm:
Is a solo practice or a team of 1–20
Already uses QuickBooks, Acomba, Sage 50, or Xero
Has recurring monthly tasks (like reconciliation or reporting) that take a predictable number of hours per client
Wants to reduce manual work without hiring
If that sounds like you, this will likely be a strong fit.
Client results
From a real project
“40% reduction in admin hours. Zero lost documents.”
Goraimpots · Seasonal Tax Automation
40% admin time saved
YOUR NUMBERS
See what you could save
Adjust the sliders to match your firm. The savings update in real time.
IMPLEMENTATION
Simple, fast, predictable
No system replacement
No long onboarding
No internal dev work required
Fast setup. Flat fee.
NEXT STEP
See how much time you could save
We'll walk through your current workflow and show you exactly what could be automated.
Download the AI readiness checklist (PDF)