Stop Re-Keying Data Between Your Accounting Tools
Your team spends hours moving bank data into QuickBooks, reconciling Excel spreadsheets, and emailing reports to clients. We automate the bridges between your tools — bank feeds, expense categorization, month-end reporting, client deliverables — so your team does real accounting, not copy-paste.
- Free 30-min operations audit — you keep the plan either way
- First automation typically live in about two weeks
- Month-to-month after a 90-day start — no lock-in
$3,500/month starting · Built for 10–100 person firms · First automation ~2 weeks
Book your free audit
Tell us where your team is stuck. We reply within 24 hours with next steps — no obligation.
Your Free 30-Minute Workflow Audit
Here's what you'll get during the audit:
Map your month-end chaos
We trace the manual handoffs in your reporting process — Excel to email to PDF to portal — and identify where hours leak.
Quantify the re-keying
We show exactly how many hours per week your team spends on work that software should handle automatically.
Deliver a written plan
By end-of-week you get a written Workflow ROI Map showing which automations to build first and what it'll save.
After the audit: No high-pressure pitch. We'll show you transparent pricing ($3,500–$5,000/mo typical). Month-to-month after your first 90 days. You own all the automations. Your data is never used to train AI.
Ready to eliminate month-end re-keying?
Schedule Free AuditThree Steps to Eliminate Manual Month-End Reporting
Transparent at every step. If something won't work, we'll tell you before we build it.
You bring one workflow costing 5+ hours per week. In your 30-minute audit, we trace it end-to-end — from bank account to QuickBooks to client email — and map every manual step. If we can't find 5+ hours to recover, we'll tell you before you spend a dollar.
We write your Workflow ROI Map. By end of week, you get a written breakdown of exactly which steps we'd automate (re-keying, reconciliation, reporting), how many hours that recovers per week, and transparent pricing for your firm size.
We build and deploy your automations. No code for you to maintain. We handle data validation, error recovery, and re-triggering failed syncs. You get weekly check-ins on what's running and what's next.
Want to see what this looks like for your firm?
Schedule Free AuditMost of Our Accounting Clients Automate These First
Real workflows that save 2–4 hours per week each once automated.
Month-End Reporting
Pull final balances from QB, format into your client template, email with digital signature. Hours saved: 2–4/week.
Bank Reconciliation
Auto-match cleared transactions, flag exceptions, email a summary. Hours saved: 1–2/week.
Expense Categorization
Read email receipts or Stripe payouts, auto-categorize based on account rules, post to QB. Hours saved: 2–3/week.
Client Statement Delivery
Generate PDFs, add custom cover letters, email with login links to portals. Hours saved: 1–2/week.
AR Follow-Up
Track unpaid invoices by age, auto-email client reminders on a schedule, escalate overdue accounts. Hours saved: 1–2/week.
Tax Prep Intake
Client uploads docs to a portal, automations rename them, sort by category, push to your tax software. Hours saved: 2–4/week.
Your Automations Run 24/7. Your Client Data Stays Secure.
Production-grade reliability, built-in from day one.
Built on your existing tools
QuickBooks, Xero, FreshBooks, bank APIs, Stripe, email, Zapier, Make, or custom integrations. No rip-and-replace.
Monitored 24/7
Every automation has error detection and automatic recovery. If a sync fails or reconciliation trips an edge case, we retry and notify you.
You own the automations
You can see every workflow, audit the logic, and modify rules. Not a black box, not locked to our platform.
Data stays secure
We never store your client data or use it to train AI. Encryption in transit, least-privilege access, audit logging.
Our guarantee: If we can't find at least 5 hours/week to save, we'll tell you before we start.
Is this right for you?
We're not for everyone, and that's fine. Here's who we work well with.
Good fit
- 10–100 person firm (or growing toward that)
- Your team spends 5+ hours per week on month-end reporting, re-keying, or reconciliation
- You use standard accounting tools (QuickBooks, Xero, FreshBooks, etc.)
- You want to stop hemorrhaging hours to manual work
- You're open to founder-led, hands-on service
Might not work yet
- Solo CPA or 1–2 person firm (different economics)
- Need completely custom accounting software
- Want something entirely free
- Your workflow uses niche tools we can't integrate with
- Need guaranteed results in the first week
Investment
Transparent pricing. No hidden setup fees. Month-to-month after 90 days.
How it works
- Scope depends on your workflows — we map it during the free audit
- Includes: dedicated engineer, 24/7 monitoring, maintenance, monthly reporting
- You own every automation we build
What's included
- Audit & implementation of your highest-impact automations
- Real-time monitoring with alerting
- Ongoing optimization as your processes evolve
- Dedicated support
- Monthly ROI report showing hours saved
Every engagement starts with a free operations audit. If we can't save your team meaningful time, we'll tell you.
Ready to stop hemorrhaging hours to manual work?
Schedule Free Audit
Who's behind this.
Founder-Led. Transparent. Done-For-You.
We're not a DIY platform. We're a small team that builds and operates your automations for you. Your consultant stays with your project, understands your month-end crunch, and owns the outcome.
I've built 54 production systems that run 24/7. Systems where downtime has real consequences and edge cases need handling. That experience is why every automation we build includes monitoring, error handling, and recovery — the same principles that keep mission-critical systems running around the clock.
No waiting in support queues. No handoff to a bot. No high-pressure pitches. Just transparent pricing and honest feedback: if we can't find 5+ hours/week to save, we'll say so before you spend a dollar.
Questions we get asked.
Typically 2 weeks after you decide to move forward. Your audit happens Week 1, the plan is written by Friday, and we scope & build immediately. Most clients see their first workflow live in Week 2–3.
We tell you. Our qualifier is honest: if we can't find 5+ hours per week to recover, we'll say so before you commit. Your time matters; if you're not a fit, we'll be straight with you.
No. We integrate with your existing QB/Xero/bank feeds. We don't change how you work; we eliminate the manual parts. No data loss, no re-training needed.
We monitor 24/7. If a sync fails or a reconciliation hits an edge case, the system retries automatically and we get alerted. You'll hear from us same-day if there's an issue.
Yes. After your first 90 days, it's month-to-month. You can pause or cancel anytime. The automations stay running until you tell us to turn them off.
Yes. We never store your client data or use it to train AI. We read from your systems, process it, and write results back. Encryption in transit, audit logging, no sharing.