AI for Accounting Operations

The accounting workflows
you run every day.
Finally running themselves.

I'm a Controller who's spent 25+ years running accounting operations — and the last two implementing AI inside them. I help accounting teams put that capability to work in the close, the reconciliations, and the monthly reporting cycle — whether you run those operations inside a business or for clients.

CPA Business-first advice you can trust — backed by 25+ years of real-world experience.
See How We Help Our story
25+
Years in accounting and finance operations
CPA
Accountability built in
ROI
Defined outcomes, not promises
Workflows We Automate
Month-end close
Automated
Bank reconciliation
Automated
AP processing
Automated
Financial reporting
Automated
The four workflows where AI usually lands first
Finance teams taking 6+ days to close
50%
Ledge 2025 close benchmarks survey
Teams closing in 3 days or less
18%
Ledge 2025 close benchmarks survey
MONTH-END CLOSE ✦ BANK RECONCILIATION ✦ AP PROCESSING ✦ FINANCIAL REPORTING ✦ CAS WORKFLOWS ✦ GL MANAGEMENT ✦ MANAGEMENT REPORTING ✦ BOARD DECKS ✦ CLIENT DOCUMENT COLLECTION ✦ MONTH-END CLOSE ✦ BANK RECONCILIATION ✦ AP PROCESSING ✦ FINANCIAL REPORTING ✦ CAS WORKFLOWS ✦ GL MANAGEMENT ✦ MANAGEMENT REPORTING ✦ BOARD DECKS ✦ CLIENT DOCUMENT COLLECTION ✦

Sound familiar? These are the problems we solve.

⏱
Too much time on adminHours lost to manual journal entries, document chasing, and rebuilding the same reports every month.
🔀
Disconnected tools & systemsYour GL, your subledgers, and your source files don't talk to each other — and your team fills the gap manually.
🤷
AI overwhelmYou know AI could help but don't know where to start, what to trust, or what's actually worth the investment.
📉
Capacity, capped by manual workYour close runs long and your team is maxed out, so month-end drags — or you can't take on more clients.
Who we are

We're not tech people who learned business. We're the other way around.

Most AI consultants come from technology and try to apply it to accounting. I come from accounting — 25+ years running real finance and operations, currently a Controller — and I've learned which AI tools actually make a difference in the close, the reconciliation, and the monthly reporting cycle. No overcomplicated solutions. No wasted investment. No outcomes you can't measure.

Our story
Business judgment first
We prioritise AI opportunities by business impact — not what's technically interesting. Your ROI always comes first.
Fast to value, built to last
We get your first workflow live quickly, then build from there. No long projects before you see a result.
Priced for real budgets
No enterprise price tags. Scoped for in-house teams and small firms with real budgets and real deadlines.
What we do

AI built around how your business runs.

All Services
01
Operations & Workflow Automation
We identify the manual tasks eating your team's time and replace them with smart, reliable AI workflows — from close checklists to client document collection to the monthly reporting cycle.
Close checklistClient document collectionAP codingReporting
02
Finance & Accounting AI
Automate your month-end close, bank reconciliations, AP/AR, and reporting — for your own books or your clients'. Built by a Controller who runs these processes every day — specific to your stack, not generic advice.
InvoicingReconciliationExpensesReporting
03
AI Workflow Diagnostic
The start-here service. We map your workflows, cut through the hype, and deliver your AI Roadmap — a clear, prioritised plan. $1,500 fixed fee, 10 business days.
Workflow mappingAI RoadmapTool selectionFixed fee
How it works

From first conversation to live solution.

01
Free Discovery Call
30 minutes to learn about your business and where time is being lost. No pitch — just a real conversation.
02
Workflow Mapping
We map your workflows and pinpoint the highest-impact AI opportunities, with expected time savings and ROI.
03
Build & Deploy
First automation live — typically within two weeks. Your team is trained and confident before we move to the next.
04
Measure & Expand
We track hours saved and impact delivered. Then identify the next opportunity and keep building.

See what AI could do for your business.

Book a free 30-minute call. We'll identify your biggest time drain and tell you honestly whether AI can fix it — no obligation, no sales pressure.

Book a Free Call Explore Services

Not ready to book a call? Start with the free guide — written by a CPA for accounting professionals. Get the Free Playbook →