FOR CPA & ACCOUNTING FIRMS

AI for Vertical
Accounting.

Automate 60% of document triage and client follow-ups. We build custom LLM-powered infrastructure to eliminate the "tax season" bottleneck.

Operational Recovery

PROBLEM: DOCUMENT TRIAGE

Clients send uncategorized receipts and tax documents via email. Staff spend 40% of their time sorting.

SOLUTION: AI-powered ingestion engine that auto-labels and maps data to your portal.

PROBLEM: CLIENT CHASE

Chasing clients for missing info via phone/email is a massive time sink during peak season.

SOLUTION: Autonomous SMS/Email agents that track missing items and nudge clients automatically.

60%

Triage Automation

12 hrs

Staff saved/week

100%

Secure Data Protocol