AI automation for Accounting & Bookkeeping. Balanced.
Month-end should be a review, not a rebuild. We automate categorization, reconciliation, and document intake so your books are accurate all month and the close is fast.
Book a Fusion WorkshopThe first build.
How the busywork stops being someone's evening.
March. Every client owes the same three documents and none has sent them.
The system asks, reminds, and files each one as it arrives.
Categorization happens nightly, not quarterly.
The close is a review, not an excavation.
The playbook.
The systems that matter to accounting & bookkeeping. Not the full menu, the ones this industry actually runs on.
AI-Powered Accounting and BookkeepingAutomate financial record-keeping, categorization, and reporting with AI that learns your business.
Document Processing and OCRAutomatically extract, classify, and process data from any document type with AI-powered accuracy.
AI Data Entry AutomationEliminate manual data entry with AI that reads, understands, and inputs data across your systems automatically.
Workflow AutomationStreamline repetitive business processes with intelligent automation that saves hours every week.
Fixed price. Fixed date.
The walk-away: If automation will not pay for itself in your operation, we say so at the workshop, and you keep the map.
What we need from you: a decision-maker in the workshop, system access by week one, and honest answers about how the work really flows.
Where the industry runs.
The markets where this industry counts the most businesses in our data, each with its own build.
Melville, NY42·Jericho, NY31·Woodbury, NY27·Fayetteville, GA22·Buffalo Grove, IL19·Mokena, IL17·Bountiful, UT15·Rockville Centre, NY14·Florham Park, NJ12·Springfield, NJ12·Timonium, MD11·Glen Rock, NJ11
Straight answers.
Does it integrate with QuickBooks or Xero?
Yes. We build around the accounting platform you already use, so categorized, reconciled data lands where you expect it.
Is our financial data secure?
Yes. Data stays in systems you control with role-based access and audit logs, scoped to support SOC 2 controls and IRS record-keeping.
What does it cost?
Fixed, and set before we build. The workshop scopes it, the design stage prices it, and the number does not move unless the scope does. Terms are 10% to start, 80% across the build, 10% at handover.
How fast can it be live?
The first workflow is live in weeks. A full deployment runs three months to a year, shipped in stages that each prove the time they return before the next one starts.
Do we own what you build?
You own the build. The workflow, the integrations, and the credentials live in your accounts, not ours. Documented, handed over, yours.
Other industries.
Every industry gets its own playbook.
Healthcare & Clinics·Real Estate·E-commerce & Retail·Home Services & Trades·Professional Services·Hospitality & Restaurants·Logistics & Transportation·Financial Services·Legal & Law Firms·Construction & Specialty Trades·Automotive & Dealerships·Fitness, Wellness & Med Spas·Technology & Software·Manufacturing & Industrial·Travel & Tourism·Education & Training·Media & Entertainment·Insurance·Energy & Utilities·Agriculture & Food Production·Nonprofit & Community·Marketing & Advertising