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AI Automation for Accounting Firms

Your Firm's Back Office, On Autopilot

Six agents working the books in sequence, AR through CFO, wired into your systems through custom MCP servers.

37% average cost saved
Back office live · 6 agents on the loop
The Agent Roster

Six Agents. One Crew. One Supervised Workflow.

Each agent is scoped to a real function, wired into your systems through MCP, and gated by your team's review. Deploy one, or run the whole crew.

AR Agent

Chases invoices, applies cash, and flags aging before it becomes a write-off. Collections outreach on autopilot

AP Agent

Codes bills, routes approvals, and schedules payment runs against your rules. Zero-touch bill intake

BK Agent

Categorizes, reconciles, and closes the loop on exceptions overnight. Books current every morning

Controller Agent

Runs the close checklist, tests controls, and drafts the variance narrative. Close managed end to end

FP&A Agent

Builds the forecast, refreshes the dashboard, and writes the board commentary. Reporting ready before you ask

Fractional CFO Agent

Scenario models, cash strategy, and client-ready recommendations on demand. Advisory leverage per partner
How Deployment Works

From Audit to Autonomous in Four Steps

01

Map the workflow

We audit how your firm actually delivers: systems, handoffs, and the tasks eating the most staff hours.
02

Wire up the MCPs

Your ledger, docs, banking, and practice tools get connected through Model Context Protocol servers so agents can act, not just chat.
03

Deploy the agents

AR, AP, BK, Controller, and FP&A agents go live on your clients, supervised, with your review gates in place.
04

Scale the margin

Staff move off basic tasks and onto advisory. You take on more clients without adding headcount.
Coming Soon

The Practice Management Platform

One place to run the firm: client workflows, agent supervision, staff capacity, and realization, with the automation layer built in rather than bolted on. Firms running our automations save 37% on average.

Agent runs, exceptions, and approvals in one queue
Capacity and realization per client, per staffer
Client-ready advisory output generated from the ledger
Firm Console Preview
37% Average cost saved
6 Agents deployable
AR Agent Running
AP Agent Running
BK Agent Running
Controller Agent Running
FP&A Agent Running
Fractional CFO Agent Running

See What Your Firm Runs Like on Autopilot

Book 30 minutes. We'll walk your workflow, show the agents running live, and give you a straight answer on where automation pays back for your firm.

No commitment · Straight answer on fit within 24 hours