AI integration for CPA & accounting firms
Holds client records, engagements, and a task board. A worker drafts, and a person approves.
- Scope
- Scoped to client records, engagements, and agent orchestration — expanded only after staff trusted AI agents with live engagements.
- Role
- Product strategy, UX design, full-stack development, and white-label deployment
The challenge
Mid-size accounting and financial advisory firms were running client operations across a patchwork of spreadsheets, shared drives, and email threads. Partner teams duplicated data entry, lost track of open engagements, and had no reliable way to assign work or monitor progress across offices. As client volume grew, the manual overhead became a ceiling on revenue — every new account meant more admin, not more capacity.
Our approach
It holds client records, engagements, and tasks in one place. A worker can draft. A person approves.
The solution
Client profiles, engagements, and a task board. A worker drafts, and a person approves. This is not a claim that other firms run it under their own brand.
Outcomes
It holds client records, engagements, and a task board. A worker can draft, and a person approves. We are not claiming time saved or a rollout to other firms.
Key outcomes
- Client records, engagements, and a task board in one place
- A worker can draft; a person approves before anything sends
- No claim of time saved or a rollout to other firms
- The firm keeps its own records. This is not a result claim.