Your CPAs bill by the hour. They shouldn't spend those hours on data entry.

Yes - we integrate with Karbon, Canopy, Practice CS, Drake, UltraTax, Lacerte, ProSystem fx, CCH Axcess, QuickBooks Online Accountant, NetSuite, Sage Intacct, and most major mid-market accounting and practice management platforms. The automation runs on top of your existing stack.

Mid-market accounting firms with 25-500 staff and revenue between $5M-$100M see the strongest ROI. The use cases scale from sole proprietors all the way up, but the cost-benefit math is sharpest for firms in that range where partners are running both client work and operations.

First automation typically goes live within 4 weeks of kickoff. Most firms start with one of three workflows - tax-season prep, month-end close acceleration, or engagement-letter generation - and expand from there as ROI compounds.

No - and it does not need to. Mid-market accounting firms are universally capacity-constrained. Automation does not reduce headcount; it removes the ceiling on what each person can deliver. Our clients consistently report that staff move up the value chain into review, advisory, and client-facing work.

Every automated action logs to an audit trail with timestamps, actors, source data, and decision context. External auditors typically prefer this level of rigor over manual processes. We design the audit trail with your audit-firm or compliance lead in the room.

We work with regional and mid-market firms specifically. The business case is sharpest at the $5M-$100M scale, where firms are large enough to have significant operational drag but small enough to make decisions and deploy quickly.

How to grow an accounting firm without proportional headcount growth is the structural challenge of every mid-market practice, and AI is the lever that finally makes it feasible. The capacity unlock comes from removing 30-40% of preparer time spent on document chasing during tax season, eliminating the 30-60 minutes of partner time per engagement letter, compressing month-end close from 12 days to 4 days, and automating the engagement record creation that historically required paralegal hours. Firms that deploy AI for accounting firms typically grow revenue 25-40% in the year following implementation without adding senior partners, because the existing team's capacity is restored to billable client-facing work rather than administrative overhead.