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CPA FIRMS · $5M–$50M

Automoat for CPA Firms.

You're spending six figures a year on AI licenses — Copilot, CoCounsel, vertical accounting tools — and your monthly close still takes 12 days. Partner hours still get burned on reconciliation. CAS is still a 'next year' line on the strategic plan.

We install the AI layer that actually moves close speed, partner utilization, and advisory throughput. End-to-end sweep, a custom build deployed into your operation, run on retainer until the partner P&L moves.

Book an Ops Call →See the Foundation Build
THE GAP IN CPA FIRMS

Most firms have closed the AI-license gap. Almost none have closed the operating gap.

Spend went to the vendor. Output stays with the operation. The first part has been well-documented in our category; the second part is the work we do.

12 days
median monthly close at $5M–$50M firms
† INDUSTRY BENCHMARK · 2025
$3K / FTE
annual AI license spend per professional
† INTERNAL BENCHMARK · 2026
<10%
of CPA firms have an AI-instrumented KPI dashboard
† INTERNAL BENCHMARK · 2026
WHAT WE BUILD

What the install looks like in a CPA firm.

Same five-layer build underneath every Foundation engagement, scoped to the workflows where partner hours actually leak.

Monthly close pipeline
Agentic reconciliation, exception routing, and partner sign-off flows. Typical lift: 12 → 5 days close.
Audit testing & evidence collection
Knowledge layer over engagement files + agent layer for sampling, request management, and PBC tracking.
Client communications drafting
Tone-tuned drafting agents for engagement letters, response memos, and tax-season comms — partner-reviewed, partner-signed.
CAS service line operations
Standardized intake, monthly reporting, advisory cadence — productized so junior staff run it under partner standard of work.
Knowledge layer over engagement history
Retrieval over your firm's engagement files, working papers, and historical positions — so new partners get up to speed and existing partners stop being the bottleneck.
WHICH OFFER FITS

Foundation Build for the whole firm. Beachhead Build to prove out close or CAS first.

⊕ FEATURED FIT
PRIMARY FIT

Foundation Build

Firms ready to install across 8–15 workflows — close, CAS, audit, advisory, client comms. Managing-partner mandate. Real capital commitment to the next chapter of how the firm operates.

See the Foundation Build →
ALTERNATIVE FIT

Beachhead Build

Firms who want one domain — typically monthly close or the CAS service line — rebuilt first, with a clear path to the firm-wide engagement once it works.

See the Beachhead Build →
A SCENARIO

What this looks like at a 35-partner Mid-Atlantic firm.

CASE · COMPOSITE

“Monthly close from 12 days to 5. $1.2M annualized capacity recovered. CAS service line live in month 6 contributing 8% of incremental revenue.”

THE OPERATION
35 partners, 140 staff. $42K/year AI license spend before engagement; no instrumented productivity lift.
WHAT WAS BROKEN
Close averaging 12 days. ~95 partner-hours per close. Reconciliation a partner-time sink. CAS opportunity unrealized because no spare capacity.
THE MISSION
Close in 5 days. Reclaim 60+ partner-hours/month. Stand up CAS on the same operating layer within 6 months.
WHAT WE SHIPPED
Agentic close pipeline, reconciliation knowledge layer, governance dashboard, CAS service-line templates. 14 weeks Install. 11 workflows.
THE RESULT
Close at 5 days by month 4. Partner-hours/close reduced 63%. CAS service live month 6, contributing 8% of incremental revenue by month 9.
FREQUENTLY ASKED

Questions specific to CPA firms.

How does this work with our existing tech stack — practice management, document management, tax software?−
The Install assumes you keep your practice management and tax software in place. We build the operating layer around them — knowledge ingestion, agent orchestration, governance dashboards. Some peripheral licenses get consolidated during the Sweep; the core stack stays.
Will the AI write client memos in our firm's voice?+
What about peer-review and AICPA compliance considerations?+
How does this affect our staff utilization model?+

Book an Ops Call.

30 minutes. Operator-to-operator. No deck. No follow-up nurture sequence designed to wear you down.

Book an Ops Call →