Accounting is repetitive, exacting, and unforgiving of small mistakes, exactly where well-built AI earns its keep. We automate the parts that should be automated, set up your team on the right AI tools, and keep humans in front of every number that matters.
We build on top of QuickBooks, Xero, NetSuite, your bank feeds and card programs, document storage, and email, nothing gets ripped out. AI handles the repetitive 90%, capture and coding, bank and card reconciliation, the month-end close, and continuous audit testing, while your team handles the exceptions. We start with read-only access, and everything runs in review mode first: categories graduate to automatic only once accuracy proves out on your real data, at a confidence threshold you set. Every number stays traceable end-to-end, and multi-entity structures, where the work compounds across companies, cards, and ledgers, are where it pays off fastest.
Bank feeds, invoices, receipts, and bills ingested, then categorized and posted to your chart of accounts using your historical coding patterns. Vendor names get normalized, duplicates get caught, recurring entries post themselves, and anything below the confidence threshold routes to a human queue instead of guessing.
Every swipe matched against receipts, statements, and the GL automatically, across multiple cards, cardholders, and entities. Missing receipts trigger an automatic nudge to the cardholder, and personal charges, duplicate billings, and out-of-policy spend get flagged the day they post, not 45 days later.
The month-end grind automated: accruals, deferrals, prepaid amortization, intercompany entries, and standard journal entries generated from rules you approve once. AI drafts the close-checklist status, flags accounts that moved outside expected ranges, and assembles draft financials so your accountant reviews instead of rebuilds.
Continuous testing across 100% of transactions, not a sample. Duplicate payments, round-number anomalies, unusual vendor activity, segregation-of-duties conflicts, and missing documentation surface in a standing report. When a CPA or external auditor shows up, the PBC list is already assembled with a full document trail.
We stand up Claude Cowork for your firm, shared projects, file context, and partner-grade guardrails, then train your team on the workflows where it pays off most. Day-one usable AI, not another tool nobody opens.
Month-end packets and variance commentary drafted from the actual numbers, in your voice and your template. Your team edits and signs, not authors from scratch.
Bring us the part of the month that always runs late. We'll show you what's automatable, what isn't, and where the real time savings hide.
