Stop Drowning in Data Entry. Start Doing Real Accounting.
We help accounting firms save 15+ hours per week by automating repetitive tasks—without changing your existing workflows. See measurable results within 30 days.
Sound Familiar?
The Copy-Paste Nightmare
You're exporting reports from one system, reformatting in Excel, and manually entering into another. Every. Single. Day.
The Month-End Crunch
Your team spends more time preparing data than actually analyzing it. Close cycles stretch longer than they should.
The Email Avalanche
Documents scattered across inboxes. Chasing clients for the same files. Manual file sorting eating up billable hours.
The Error Spiral
One wrong formula. One missed row. Hours spent hunting down variances that shouldn't exist.
What If Your Systems Just... Talked to Each Other?
We build custom automation workflows that eliminate the non-accounting work from your day. No new software to learn. No changes to your existing processes. Just seamless connections between the tools you already use.
Automatic Data Flow
Stop manually exporting and importing. Your ERP, Excel files, bank feeds, and client portals sync automatically.
Smart Document Handling
Invoices land in the right folder. Data extracts itself. Files organize themselves based on your rules.
Exception Alerts
Get notified only when something needs human attention. No more manually checking every transaction.
Report Generation
Month-end packages, variance analyses, and board reports—compiled and formatted while you focus on insights.
Your Path to 15+ Hours Back Every Week
Discovery Call
We learn your current workflows, identify bottlenecks, and pinpoint the tasks eating up your team's time.
Custom Solution Design
We map out exactly which processes to automate—tailored to your firm's specific needs and existing software stack.
Implementation
We build and deploy your automations. You see results within 30 days, not months.
Ongoing Optimization
Your workflows evolve as your firm grows. We continuously refine to maximize your time savings.
Built for How Accountants Actually Work
We understand that automation in accounting isn't about replacing your judgment—it's about eliminating everything that isn't accounting. The data prep. The file shuffling. The copy-paste marathons. So you can focus on the work that actually requires your expertise.
Works With Your Existing Software
QuickBooks, NetSuite, Sage, Excel, and more
Secure & Private
Your data is encrypted and protected with industry-standard security
No Disruption
We work around your processes, not the other way around
Human-in-the-Loop
You stay in control. Automation handles prep; you handle decisions.
Workflows We Automate For You
Data Entry & Import
Automatically extract data from invoices, receipts, and documents. Import directly into your accounting system—formatted and coded correctly.
Report Compilation
Pull data from multiple sources, combine into standardized formats, and generate month-end packages automatically.
Bank & Cash Reconciliation Prep
Match ERP deposits to bank records. Get flagged exceptions only when numbers don't match—no more manual line-by-line checking.
Journal Entry Generation
Transform complex workbooks into properly formatted JEs. Multi-tab calculations done in seconds, not hours.
Client Document Collection
Automated reminders, organized intake, and files that route themselves to the right folders.
Intercompany Transactions
Revenue rollups, investment activity, and intercompany invoices—entered and reconciled across entities automatically.
The Real ROI of Automation
Saved Weekly
Redirect your team from data wrangling to high-value advisory work.
Fewer Errors
Eliminate manual entry mistakes. Consistent processes mean consistent results.
Faster Close Cycles
What took days now takes hours. Month-end becomes manageable again.
Happier Team
Nobody became an accountant to copy-paste. Give your people work worth doing.
Scalable Growth
Handle more clients without hiring more staff. Automation scales; burnout doesn't.
Questions? We've Got Answers.
Will this work with my existing accounting software?
Yes. We integrate with all major platforms—QuickBooks, NetSuite, Sage, Xero, and more. We also work extensively with Excel, Power Query, and custom databases. If you use it, we can connect to it.
How long until I see results?
You'll see measurable time savings within 30 days. We prioritize quick wins first, then build from there.
Is my data secure?
Absolutely. We use enterprise-grade security including encryption and strict access controls. Your data is never used for training AI models, sold, or used for marketing purposes.
Do I need to change my current processes?
No. We build automation around your existing workflows. You keep doing accounting your way—just faster.
What if it doesn't work for us?
We're confident in our results, which is why you can cancel anytime after the first 30 days. No long-term contracts required.
Is this AI? Will it make mistakes?
We use automation (not AI) for most workflows—rule-based systems that execute exactly as designed. When AI is involved, there's always human review. You stay in control.
Ready to Get 15 Hours Back Every Week?
Book a free consultation. We'll analyze your current workflows and show you exactly where automation can save your team time—no obligation, no pressure.
30 days to results. Your existing workflows stay intact.