Custom AI systems for CPA firms, built for real accounting workflows
We design, deploy, and operate secure AI systems and AI agents for accounting firms, powering workflow automation inside your environment. Governance, transparency, and human oversight are built in.
We collaborate with your team to understand your processes, identify lost value, and design secure AI systems and AI agents that power real-world accounting workflow automation.
Build
We build and deploy custom AI systems for CPA firms, integrating securely with your existing tools and data environments.
Run
We operate AI systems within your environment, with continuous monitoring, AI governance, and human oversight built into every stage.
Improve
As your firm evolves, we continuously improve your AI systems to support new accounting workflows while maintaining governance, control, and compliance standards.
Proven Expertise
Proven AI systems and AI agents for accounting, powering real-world workflows for CPA firms
This implementation demonstrates how we applied our Design-Build-Run-Improve model to high-volume 1040 workflows without disrupting existing processes or established workflows.
We don’t experiment. We extend what already works.
Building additional professional workflows using the proven Design-Build-Run-Improve model.
Assurance & Audit
Extend audit workflows with AI agents that organize evidence, extract key data, and support review processes, without changing your firm’s methodology, tools, or controls.
Client Accounting Services (CAS)
Automate recurring accounting workflows, document handling, and data validation with AI agents that increase throughput and consistency while maintaining full visibility and control.
HUD compliance workflows
Support HUD engagements with AI systems that collect, structure, and validate required documentation, ensuring compliance workflows remain complete, auditable, and aligned with firm standards.
Nonprofit accounting & reporting
Improve nonprofit reporting workflows by organizing financial documents, supporting compliance requirements, and reducing manual preparation without disrupting existing processes.
Employee Benefit Plan (EBP) audits
Strengthen EBP audit workflows with AI agents that assist with document review, data extraction, and audit preparation while preserving oversight, traceability, and firm governance.
Governed AI systems as part of your operating model
Security considerations are integrated throughout design, deployment, and operation, and aligned with each client’s security requirements, standards, and risk profile.
