06 — Finance & Accounting
Reports in Minutes. Clients Onboarded in a Day.
AI-powered workflows for accountants, bookkeepers, and fractional CFOs who need leverage.
What AI Solves
What AI Solves for Finance & Accounting
Automated Report Generation
Monthly close packages and KPI dashboards that build themselves.
Client Onboarding
Frictionless intake, document collection, and engagement letters.
Data Summaries
Plain-English summaries of bank activity, P&L, and cash position.
Document Categorization
AI sorts receipts, invoices, and statements as they come in.
Client Communication
Drafted responses for common client questions, ready to send.
Compliance & Deadlines
Automated tracking for filings, estimated taxes, and renewals.
Choose Your Path
Three Ways to Work With Us
Best for: Getting Clarity
Discovery
one-time investment
- 90-minute AI Strategy Session
- Full business process audit
- Custom AI Opportunity Report (10+ pages)
- Priority tool and automation recommendations
- 30-day implementation roadmap
- Recording + written summary delivered within 5 business days
Best for: Ready to Build
Implementation
Custom quote per scope
- Everything in Discovery, plus:
- Full AI workflow build and integration
- CRM, scheduling, or communication automation
- Staff training session (recorded)
- 30 days of post-launch support
- Industry-specific templates and prompts
- Delivered in 30 to 60 days
Best for: Ongoing Growth
Retainer
Based on scope of work
- Monthly AI performance review
- Workflow updates and new automations
- Content and copy AI support
- Priority response within 24 hours
- Quarterly strategy recalibration
- Ongoing prompt library access
Best-in-Class Stack
Tools We Use for Finance & Accounting
Best-in-class platforms we configure, integrate, and train your team on.
Free Download
The AI Starter Checklist for Finance & Accounting
See exactly which tasks AI can take off your plate this week.