AI automation for accounting firms
Custom automations that take month-end close, AR chasing, and document grunt-work off your team's plate — built into the tools you already use, live in weeks.
No pitch deck. We find one task worth automating and show you how.
Built for firms on QuickBooks · Xero · Excel · email
The problem
Month-end close — the same reconciliations and chase-downs, every period, eating senior hours.
AR & collections — manually chasing overdue invoices and logging who replied.
Documents & receipts — sorting, extracting, and filing what clients dump on you.
Client intake — collecting docs, setting up files, nagging for the missing pieces.
Re-keying data — moving the same numbers between systems by hand.
Recurring reports — rebuilding the same client reports from scratch each cycle.
The idea
An AI intern is a custom automation built around your firm's real workflow. It does the repetitive task end-to-end, works around the clock, never quits — and hands anything it's unsure about straight back to your team. Not a generic SaaS subscription. Built for how you actually work.
How it works
One call. We find the single most painful, most repetitive task in your week — the one worth automating first.
We build the AI intern into the tools you already run — QuickBooks, Xero, spreadsheets, email. Weeks, not months.
It runs. Your team reviews only the exceptions. We maintain and improve it as you go.
What we build
Reconciles accounts, flags anomalies, and drafts the close so review is all that's left.
Follows up overdue invoices on schedule, escalates, and logs every reply automatically.
Extracts, categorizes, and files receipts and statements the moment they land.
Collects documents, sets up the file, and chases clients for what's missing.
Keeps numbers in sync across your systems without anyone re-keying a thing.
Builds your recurring client reports from the live numbers, ready for sign-off.
Early results
↓ Placeholders — replace with your real, anonymized outcomes before sharing widely.
[ One line on what the intern took over for the firm. ]
[ One line on the result. ]
[ One line on the result. ]
Why this studio
Built around your firm's exact workflow, not a generic template you have to bend to fit.
Fixed scope, fast turnaround. You see the first intern working before you commit to more.
Builds run inside your existing tools. Your data stays yours. NDA standard.
Clean, maintained builds you can trust with real client work — not a brittle script.
Lowest-risk way to start
Start with one task — fixed scope, fixed price, told upfront. If the intern doesn't save the time we agreed on, you don't continue. No retainer, no lock-in, no surprises.
Start with a pilot →Questions
Builds run inside the tools you already use — we don't move your data offsite. An NDA is standard, and confidentiality is the default, not an upsell.
No. It removes the repetitive work your team already hates so they can spend their hours on advisory and client work that actually bills.
Pilots are fixed-scope and fixed-price — you know the number before any work starts. Ongoing builds are scoped per project. No open-ended hourly billing.
Yes. We build into the tools you already run rather than asking you to switch software or learn a new platform.
Let's find yours
A short call. We'll tell you straight whether there's something here for you.