AI for Accounting Operations

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

I'm a Controller who's been implementing AI in accounting operations for two years. I help CPAs and accounting firms put that same capability to work — in the close, the reconciliations, the CAS practice, and the monthly reporting cycle.

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
Automated Workflows · Active
Month-end close
Automated
Bank reconciliation
Automated
AP processing
Automated
Financial reporting
Automated
4 workflows running · ~22 hrs saved this month-end
Hours saved / month
40+
avg. across clients
Setup time
2 wks
avg. first workflow live
MONTH-END CLOSE ✦ BANK RECONCILIATION ✦ AP PROCESSING ✦ FINANCIAL REPORTING ✦ CAS WORKFLOWS ✦ GL MANAGEMENT ✦ CLIENT DOCUMENT COLLECTION ✦ MONTH-END CLOSE ✦ BANK RECONCILIATION ✦ AP PROCESSING ✦ FINANCIAL REPORTING ✦ CAS WORKFLOWS ✦ GL MANAGEMENT ✦ CLIENT DOCUMENT COLLECTION ✦

Sound familiar? These are the problems we solve.

⏱
Too much time on adminHours lost to manual journal entries, chasing client documents, and rebuilding the same reports every month.
🔀
Disconnected tools & systemsYour GL, your practice management software, and your client 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.
📉
Growth limited by capacityYou can't take on more CAS or bookkeeping clients because your team is maxed out on the manual work those engagements already require.
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 small business
No enterprise price tags. Scoped and priced for businesses 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 client onboarding to document handling to daily reporting.
Client onboardingDocument processingSchedulingReporting
02
Finance & Accounting AI
Automate your month-end close, bank reconciliations, AP/AR, and CAS/bookkeeping workflows. Built by a Controller who runs these processes every day — specific to your stack, not generic advice.
InvoicingReconciliationExpensesReporting
03
AI Strategy & Roadmapping
Not sure where AI fits? We map your processes, cut through the hype, and give you a clear prioritised plan — so you invest in what will actually move the needle.
Workflow mappingOpportunity mappingTool selectionImplementation plan
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 →