AI for accounting firms: Get through tax season faster.
Collect documents, chase missing items, sort receipts and answer routine client questions, so your team can focus on the numbers.
Book a free call · Call our AI front desk: (831) 574-6373
How to use AI as an accounting firm
- Chase missing documents. Clients get clear, polite reminders listing exactly what's still missing.
- Sort receipts and statements. Pull receipts and invoices out of email into one sheet per client.
- Answer routine questions. Common client questions answered from your own policies, with hard ones passed to staff.
- Book client meetings. Scheduling emails answered with your booking link.
- Draft engagement letters. Engagement letters and onboarding emails from your templates.
What we build for accounting firms
- Follow-up watchdog. Flags threads where someone is waiting on you, or you're waiting on them.
- Receipt catcher. Pulls receipts and invoices out of email into one sheet.
- Expense sorter. Categorizes expenses for your accountant.
- Support inbox agent. Answers common questions and hands hard ones to a person.
- Booking concierge. Answers scheduling emails with your booking link and confirms.
Pricing
- Hotline: $349 per month, plus $500 setup per line. The AI front desk. Answers every call, takes the details, books into your calendar.
- Workflow sprint: $1,500 one time. One workflow built on your tools, documented, and live in a week.
- Core: $2,500 per month. Claude Team set up as your operating system, plus a few workflows, maintained and improved.
- Growth engine: $5,000 per month. Leads, outreach, content and reporting running every week.
- Full stack: From $7,500 per month. Ops, growth and product together, including full builds.
Questions
Do I need to be technical?
No. We set everything up in your own accounts, connect the tools you already use, and train your team. You approve anything that goes to a customer.
What does it cost?
A single workflow is $1,500 one time. The AI front desk is $349 a month plus $500 setup per line. Ongoing plans start at $2,500 a month. The full price list is on this page.
How fast is it live?
The first workflow is usually running within a week of the plan being approved.
Which AI do you use?
Usually Claude, set up for your whole team. We also work with ChatGPT and open-source models when they fit better.
Will it send things without me?
Only what you approve. Most workflows draft for your review. Anything automatic follows rules you set.