Industry · Accounting & Bookkeeping
Automation that keeps the books always current
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.
- Build
- from $5k, one-time
- Ongoing
- $200-600/mo
- Live in
- ~2 weeks
- Ownership
- yours, forever
Typical engagement. Your exact scope and price come out of the free assessment.
01 / The friction
Where accounting & bookkeeping lose the hours
- 01Transactions categorized and reconciled by hand
- 02Chasing clients for receipts and documents
- 03Errors found at month-end instead of early
- 04The close turning into a scramble every period
- 0%+
- Auto-categorized
- Transactions coded automatically, with review only on the exceptions.
- Real-time
- Books current
- Reconciliation and entry kept continuously up to date, not at month-end.
- 0+
- Hrs/week reclaimed
- Time off data entry and chasing, onto advisory and review.
03 / The math
What it gives back
Move the slider to your volume. This is the time automation takes off the team, before we have even talked.
Where your hours go.
Set your volume and see the time automation gives back across the workflows that drain a accounting team most. An estimate, not a promise.
Model: volume x how often each workflow fires x minutes saved each, at 80% automated. Your real numbers come out of the assessment.
Put a number on your team04 / What we automate
The accounting & bookkeeping workflows we take first
We start with the work costing the most time today, then expand once it proves out.
- 01Transaction categorizationMost transactions coded automatically, with review only where it is needed.
- 02ReconciliationAccounts kept reconciled continuously so the books are always current.
- 03Document intakeReceipts and documents captured and matched without manual collection.
05 / Compliance
Built to your rules, not around them
SOC 2 & IRS
Financial data stays in systems you control with role-based access and full audit logs, scoped to support SOC 2 controls and IRS record-keeping. A human reviews anything that needs judgment.
06 / The stack
Services that fit Accounting & Bookkeeping
The AI services that most often move the needle for this industry. Each is a build you own.
- AI-Powered Accounting & BookkeepingAutomate financial record-keeping, categorization, and reporting with AI that learns your business.
- Document Processing & 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.
- Predictive AnalyticsUse AI to forecast trends, anticipate customer behavior, and make data-driven decisions with confidence.
07 / Near you
Accounting & Bookkeeping automation in your market
Multi-location teams run the same build across markets while keeping local data and staff clear. Pick a market to see it localized.
Nearby markets we also serve
08 / By market
Top accounting & bookkeeping markets
10 / Other industries
Not your world? We probably have it.
11 / FAQs
Accounting & Bookkeeping questions
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.
Ready to automate your accounting & bookkeeping business?
Thirty minutes, no pitch deck. We map your operations, find the friction, and show where automation earns its keep. No subscription, no lock-in, no surprise invoices.