Intake · Documents · Reporting · Integrations · Nationwide
AI automation for the back office — built by a firm that knows what the numbers need.
Re-keying data between apps, chasing documents by email, building the same report by hand every month — that is work a system can do. We build automations and AI-assisted workflows that take it off your plate, designed by people who also keep the books, read the financials and prepare the return, so what the automation produces is usable on the other end.
What we build
Automations that do the repetitive work.
Each build is scoped to one workflow or a connected set, tested against real examples from your business, and handed over with a walkthrough of how it runs.
- Client and customer intakeForms, emails and booking requests routed into the right system, with records created and the right person notified.
- Document collectionRequests sent, reminders scheduled, and files named and filed as they arrive, so nobody chases paperwork by hand.
- Accounting hand-offsInvoices, receipts and transaction data moved into QuickBooks Online in the shape your chart of accounts and your return need.
- Recurring reportingReports and KPI summaries assembled from your systems on a schedule and delivered where you actually read them.
- AI-assisted triage and draftingInbound email sorted and summarized, and first drafts of routine replies prepared for a person to review and send.
- App-to-app integrationsThe hand-offs between your CRM, forms, calendar, email, payment and accounting tools connected, so data is entered once.
Who this is for.
Owners and small teams who spend part of every week moving data from one app to another; firms that chase clients for documents by email; businesses whose monthly reporting is assembled by hand in a spreadsheet; and anyone who started an automation, got halfway, and wants it finished properly. If a task runs on a schedule or follows the same steps each time, it is usually a candidate.
How it works
Four-step build.
Workflow Review
A free 45-minute session to walk through the process as it runs today: who does what, in which apps, and where the time goes. We tell you which pieces are worth automating and which are not.
Scope & Quote
A written scope naming the workflow, the systems it touches, what data moves where and where a person stays in the loop. Quoted as a fixed fee before work begins, starting at $200.
Build & Test
Built and tested against real examples from your business, and adjusted until the output is right.
Handoff
A walkthrough of how the automation runs and what it does when something unexpected comes in, so your team can rely on it from day one.
Pricing.
Builds start at $200 and are priced by the scope of the project: how many steps, how many systems and how much judgment the workflow involves.
Quoted in advance, in writing, before you sign anything.
$200per build · from
Every build is scoped so the time it saves is worth more than it costs — and if a workflow isn’t worth automating yet, we’ll say so.
FAQ
Common questions.
What kinds of work can you automate?
Anything repetitive that follows the same steps each time: intake and onboarding, document requests and reminders, moving data between your CRM, forms, calendar and accounting system, recurring reports, and first-pass sorting and drafting of routine email. If a process changes every time or needs judgment at every step, we’ll tell you it’s a poor fit.
What does an AI automation build cost?
Builds start at $200 and are priced by the scope of the project. Every build is quoted as a fixed fee, in writing, before work begins, so you know the cost up front.
Do I need new software?
Usually not. We start with the tools you already use and recommend a new platform only when the one you have can’t do the job. If a build needs a new subscription, we tell you what it is and what it costs before you commit.
Does the AI make decisions on its own?
Only where you want it to. We design a review step wherever a decision matters, so a person approves before money moves, a client receives a message or a record changes in your books.
How do you handle sensitive client and financial data?
Data handling is part of the scope. Before anything is built, we map what data each step touches, which systems it passes through and who can see it, and we keep sensitive tax and financial information out of any tool that doesn’t need it.
Why have a tax and CFO firm build automations?
Because most back-office automations end in the books. We know what the chart of accounts, the monthly close and the tax return need on the other end, so the data an automation produces arrives categorized and usable instead of becoming next year’s cleanup project.
Related services
What pairs with an automation build.
QuickBooks
A clean file and a tax-ready chart of accounts give automations somewhere reliable to land.
Explore QuickBooks →Bookkeeping
Automated hand-offs feed a monthly close that we review and reconcile.
Explore bookkeeping →Fractional CFO
Turn automated reporting into dashboards, forecasts, and decisions.
Explore fractional CFO →Have a process you’re tired of doing by hand? Let’s map it.
The first conversation is free, candid, and useful — even if you don’t hire us.
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