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.

Automoat installs the AI-native operating system that actually moves close speed, partner-hour utilization, and CAS service-line throughput. We sweep your operation end-to-end, build the OS, and run it on retainer until the P&L moves.

Book an Ops Call →See the Foundation Build

§ I — THE GAP IN CPA FIRMS

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

Spend tracks AI vendor revenue. Output tracks the operation. The math is well-documented for our category; the operating fix isn't.

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

§ II — WHAT WE BUILD

The AI-native OS, translated to CPA workflows.

Same five-layer architecture as our default Foundation Build, scoped to the workflows that move the partner P&L.

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.

§ III — WHICH OFFER FITS

Foundation Build for full-firm scope. Beachhead Build to prove out close or CAS first.

⊕ FEATURED FIT

TRACK A · PRIMARY

Foundation Build

Firms ready to install the AI-native OS across 8–15 workflows — close, CAS, audit, advisory, client comms. CEO/managing-partner mandate. Major capital commitment to the next chapter of how the firm operates.

See the Foundation Build →

TRACK A · ALTERNATIVE

Beachhead Build

Firms who want to move one operational domain — typically monthly close or the CAS service line — and prove out the architecture before going firm-wide.

See the Beachhead Build →

§ IV — 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.

§ V — 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 →