Automate your business today
Tailored automation solutions and training for your accounting firm.
Utilize generative AI and automation for your workflows
Learn, implement, and stay up to date on the latest tools and practices to keep your business competitive.
Free Consultation
Free 30 minute consultation to identify your business's pain points, challenges, and goals, and to assess the potential areas for automation.
Bonus
Includes specialized accountant AI prompt and best practices guide on sign up.
Updates and Maintenance
Ongoing support and maintenance, including regular updates and improvements to our automation solutions.
Personal Implementation
Dedicated onboarding specialist to guide you through the implementation process and ensure a smooth transition.
Money-back Guarantee
After 30 days, if you aren't willing to swim through shark infested waters to keep our product, we don't want to keep your money.
Priority Customer Support
Priority access to customer support. Available 9-5 CST over text and email, and available for appointments over phone, and Zoom calls.
Comprehensive automation solutions
We take a look at all areas of your business and see where we can help.
Solutions for all departments
- AI Chatbots
- Automate your current software
- Interface with personalized knowledge bases
- Develop custom tools
- So much more!
Automations we specialize in
- Client Communication & Onboarding
- Information Intake & Management
- Autofill Forms
- Custom Report & Graphic Generation
- And more!
How we help
Metrics we look to optimize.
- Save costs
- Improve work efficiency
- Increase customer satisfaction
- Enhance decision making
- Upsell automations to clients
Don't take our word for it
Here are some facts and forecasts on how generative AI and automation can help your business.
— Research shows an average cost reduction of 20% for companies employing automation.
— Office and administrative job tasks can be automated by 46%, followed by 44% for legal work, and 35% for business and financial operations.
— Economists estimate that two-thirds of U.S. occupations are exposed to automation by AI.
Get Started
Schedule a free 30 minute consultation for your business or click 'Sign up' and we will reach out to you!