AI for accounting firms · Austin & Central Texas

AI for accounting firms in Austin.

We walk the firm, price every place AI belongs, from the document chase to the workpapers and the inbox, and build the first system with your staff before the next deadline wall hits.

See the plans
Plans start at $97 a month, and the quick chat is free.

What we build for accounting firms.

The wins are in the work wrapped around the accounting judgment. These are the builds that give staff hours back at billing rates.

01
Client document requests

PBC lists tracked, reminders sent, documents filed on arrival. The chase runs itself.

every engagement · weeks
02
Workpaper summaries

Bank statements, GLs, and support summarized to review-ready. Staff verify the output.

prep · staff hours
03
Email drafting

The same twenty client questions, drafted for review. Write them once and reuse them every season.

email · daily
04
Bookkeeping cleanup triage

Messy books diagnosed and pre-categorized before a human touches them.

CAS · margins
05
Advisory memo drafts

Planning memos and client letters drafted from your workpapers, in your voice, partner-reviewed.

advisory · leverage
06
The firm brain

Prior-year files, templates, and firm positions findable by asking.

knowledge · ramp

How we handle client financials.

✓A written policy: what never leaves your systems, who can see what
✓Training and retention switched off on every account touching client data
✓Review steps on anything that reaches a client or a filing
✓Your partners stay the tax professionals. We build the systems

Estimate your savings.

Drag the sliders to use your own numbers. The Map does this properly, line by line, before anything gets built.

A · Team admin time
$18,750/yr
B · Owner time
$15,600/yr
C · Missed revenue
$90,000/yr
Take the most conservative of the three: $15,600 a year. That pays for 0 months of Build-Along.
Illustrations from assumptions you control. Actual results vary.
Your AI guy, monthly

Pick your plan.

On Call
Full playbook library
Live webinars every month
Monthly 1:1 with your AI guy
24/7 chat access
Onboarding call
$97/ month
Join On Call
Build-Along
Everything in On Call
Weekly working session
Phone calls with your AI guy
We build your AI systems with you
AI Opportunity Map in month one
In person in Austin
$997/ month
Join Build-Along

Questions first? Book a quick chat.