For accounting firms that handle sensitive financial data, we build private AI systems — deployed in your environment, not OpenAI's — that automate tax preparation, bookkeeping, and audit workflows. Engagements typically $15K–$35K, 4-8 weeks to ship.
Most "AI for accountants" tools are wrappers around public foundation models. Every document, every return, every client conversation goes through OpenAI, Anthropic, or whoever — outside your control, outside your engagement letter's confidentiality terms, and outside the GDPR / state-level privacy frameworks your international and multistate clients rely on.
Client tax data flowing through public AI APIs creates exposure your engagement letter never anticipated.
Your firm's workflows become dependent on a SaaS that can change pricing, terms, or get acquired without notice.
When the AI gets something wrong, you can't inspect why. Not acceptable for work that goes on a return.
Every engagement begins with a conversation about your specific bottleneck — but these are the patterns we see most often in accounting firms. Each is a fixed-scope, fixed-fee engagement, typically 4-8 weeks.
AI agent that pre-fills returns from prior-year data and current-year documents, flags inconsistencies, and produces a reviewer-ready package. Reduces filing time by ~40%; saves the firm in our pilot ~$20K annually in senior-staff hours.
Reads bank feeds, categorizes transactions per client's chart of accounts, drafts month-end journal entries. Saves ~15 hours/week per bookkeeper while improving consistency of client reporting.
Sample-selection, working-paper drafting, exception detection. Increased throughput in our reference engagement by ~30% without adding staff.
30-minute call to understand the specific workflow you want to automate. We tell you whether AI is the right answer — sometimes it isn't, and we say so.
Engagement letter with fixed scope, fixed fee, fixed timeline. No hourly billing, no scope creep, no surprises. Typical range $15K–$35K depending on complexity.
System runs in your infrastructure, on your data, behind your access controls. We hand off documentation, training, and a runbook for your team to maintain it.
30-minute call, no pitch. We'll tell you honestly whether what you're describing is a good fit for a fixed-scope AI engagement — or whether you're better off with a different solution entirely.
