P. 01
Chapter II — Solutions

Accounting & Finance

Deep builds for firms and finance teams — where our roots are.

Each one is designed around a single firm and proven on real numbers before it scales — then we run it. 1 you can try live.

Accounting & Finance4 builds
§ 08Live demo

AI Document & Invoice Intake

Every bill, receipt, and statement — read, coded, and booked before you open it.

An AI intake pipeline that reads invoices, receipts, and bank statements, extracts every line, assigns the right GL account, and writes it straight into the books with a confidence score on each call.

Accounting firms/Bookkeeping/Professional services/
12 hrs/wk
saved per bookkeeper
98%
extraction accuracy
3 days
faster month-end close
Try the demo
§ 09Case study

AI Financial Reporting & KPI Dashboards

The monthly board pack, written for you — and the live numbers, always on.

Auto-generated management reporting and live KPI dashboards: the AI pulls the numbers, writes the narrative, and flags what changed — so the monthly close pack builds itself.

Accounting firms/Professional services/Finance teams/
Minutes
to a board-ready pack
Live
KPIs, always current
0
spreadsheet wrangling
Read the build
§ 10Case study

Month-End Close Orchestrator

The close runs itself — reconciled, reviewed, and flagged before you sit down.

An orchestration layer over your close: it runs reconciliations, flags variances and anomalies, chases the open items, and walks the checklist — turning a multi-day scramble into a review.

Accounting firms/Bookkeeping/Finance teams/
3 days
cut from the close
Auto
reconciliations
Every step
tracked to done
Read the build
§ 11Case study

Tax Document Collection & Prep

Every client document chased, organized, and prepped — before tax season starts.

An assistant that requests exactly the documents each client needs, chases the stragglers automatically, organizes everything as it arrives, and pre-fills the prep — so your team starts returns ready, not waiting.

Accounting firms/Tax preparers/Bookkeeping/
0
reminder emails sent by staff
Weeks
earlier to 'ready'
100%
organized intake
Read the build
P. 10
Epilogue

Let's write the
next chapter together.

Thirty minutes, no obligation. We'll learn about your firm and tell you exactly how we'd help.