Industry
AI automation for Accounting & Financial Services
Client ops, bookkeeping and advisory — automated end-to-end.
CPA firms, bookkeepers and fractional CFOs use our agents to onboard clients faster, automate reconciliation, and turn raw data into advisory insight.
Accounting & Financial Services workspace
What we see
Patterns that hold this industry back.
Problem 01
Client onboarding is manual and slow
Problem 02
Month-end close eats every weekend
Problem 03
Advisory work is gated by data prep
Use cases
Where we plug in immediately.
Client onboarding
Document collection, KYC, engagement letters — automated.
Bookkeeping copilots
Categorise, reconcile and flag anomalies in real time.
Close automation
Recurring journals, accruals, variance narratives drafted for you.
Advisory briefs
Per-client dashboards and narrated insights every month.
Outcomes
What customers in Accounting & Financial Services ship.
−65%
close time
3×
clients per accountant
+40%
advisory revenue
FAQ
Common questions from Accounting & Financial Services.
Yes — Accounting & Financial Services is one of our core verticals. We bring patterns, integrations and compliance posture out of the box.
We integrate; we don't replace. Your stack stays, the automations sit on top.
A fixed-scope discovery sprint, then a build sprint to first production workflow, then an optional retainer for optimisation.
Ready when you are