Services

Practical AI that
pays for itself.

Every service is built around one goal: giving your accounting team back the time it shouldn't be spending on manual work. Whether that's automating a close process, accelerating reconciliations, or building a clear AI strategy for your team — we scope it clearly and deliver it fast.

01 Workflow Automation 02 Finance & Accounting AI 03 AI Workflow Diagnostic
Start here Not sure where to begin? The AI Workflow Diagnostic is the entry point for most firms — $1,500 fixed fee, delivered in 10 business days, and you leave with your AI Roadmap. See the Diagnostic →
01 Core service

Operations & Workflow Automation

Your team is probably spending hours every week on work that doesn't need a human. We map exactly where that time is going, then build AI workflows that handle it automatically — reliably, repeatably, and without you having to think about it.

What's included
Workflow mapping — we document exactly where your team's time is going
Custom AI automation for your highest-impact repetitive tasks
Integration with tools you already use (email, CRM, cloud storage)
Team training so you're fully independent after handover
Documented workflows and a maintenance guide

"Most teams — in-house or in a firm — are sitting on hours of automatable work every week — usually in the close, the reconciliations, and the document chasing. We find it, we build the solution, and we hand it over."

— Jon, Founder

Example workflows we build
Close checklist
Tasks tracked, sequenced & chased automatically
Client document collection
Requests, reminders & filing without the chasing
AP coding
Invoices read, coded & routed for approval
Variance commentary
First-draft BvA explanations from your numbers
02 CPA-built

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.

What's included
Invoice creation, chasing, and payment reconciliation
Expense categorisation and management automation
Month-end close process acceleration
KPI dashboards that update automatically from your data
Financial reporting delivered to your inbox on schedule
Finance tasks we automate
Invoice processing
Create, send, chase & reconcile
Expense management
Capture, categorise & approve
Month-end close
Faster, cleaner, less stressful
Scheduled reporting
KPIs delivered automatically
03 Best starting point

AI Workflow Diagnostic

A fixed-fee diagnostic for in-house finance teams and small accounting firms who know AI should be saving them time — but don't know where to start, or who to trust. Over 10 business days, we map your actual workflows, identify exactly where AI delivers real hours back, and flag what to ignore.

What's included
Workflow Map — your top processes annotated with where time is lost
AI Opportunity Matrix — workflows scored by time savings and ease of implementation
AI Roadmap — top 3 recommendations with specific tools and first steps
90-minute working session via Zoom
60-minute walkthrough call to review your AI Roadmap together
See full details & book →
$1,500 fixed fee · delivered in 10 business days
Your AI Roadmap covers
Workflow Map
Every key process documented & assessed
AI Opportunity Matrix
Workflows scored by time savings & ease
AI Roadmap
Top 3 recommendations, specific tools & first steps
Built for your stack
QBO, Xero, or legacy — specific to your setup
How every project starts

First conversation to first result.

The same four-step process applies to every service — clear, fast, and no surprises.

01
Free Discovery Call
30 minutes to understand your business, your biggest pain points, and whether we're the right fit. No pitch.
02
Scoped Proposal
A clear document: what we'll build, what it costs, how long it takes, and how we measure success. No vague retainers.
03
Build & Deliver
We build quickly and keep you updated. First deliverable is always within two weeks of starting.
04
Handover & Train
You get everything — the solution, the documentation, and the training to run it independently.
Common questions

Things accounting professionals usually ask.

Not at all. This service is built for accounting and finance leaders, not IT departments — that's the point. You understand your operations; we handle the technical side and explain everything in plain language. You'll be trained to use and maintain what we build without needing a developer.
The AI Workflow Diagnostic is a fixed $1,500, delivered in 10 business days. Implementation work that follows is scoped and priced individually based on what your roadmap calls for — always with a clear, fixed price before any work begins. No surprises, no open-ended retainers. Book a free call and we'll give you a straight answer.
Faster than you'd expect. The Diagnostic delivers your AI Roadmap within 10 business days, and implementation projects are scoped around quick wins first — so you see real impact, and real time savings, before we move on to anything more complex.
We'll tell you that on the first call — honestly and without trying to sell you something you don't need. We've been in business long enough to know that a straight answer builds better relationships than a project that doesn't deliver. If AI isn't the right tool for a particular problem, we'll say so and often suggest what is.
No — we work with in-house finance teams and accounting firms across the US. Everything is done remotely via video call and screenshare, and every deliverable arrives digitally. Remote collaboration works extremely well for this kind of work once we've had an initial conversation.
Yes. I'm a Controller myself — most of what I build started inside a live accounting department. In-house finance teams and CPA firms run the same core workflows (close, reconciliation, reporting), and the Diagnostic works the same way for both.

Not sure which service
is right for you?

That's exactly what the free discovery call is for. Tell us about your business and we'll point you to the right starting place — no obligation.