Accounting
Automate financial close, reconciliation, and reporting processes to reduce errors, save time, and allow your team to focus on strategic financial analysis.
Common Challenges We Solve
Manual data entry and reconciliation
Time-consuming month-end close
Expense report processing delays
Complex financial reporting requirements
Available Workflows
Click any workflow to see detailed information, pricing, and ROI metrics
Tailored to Your Technology Stack & Processes
Each workflow below is adapted to your firm's specific systems, approval hierarchies, and operational constraints. These are not one-size-fits-all solutions—they are configured to integrate with your existing tools (CRM, ERP, project management, accounting software, etc.) and designed around how your team actually works. Implementation begins with understanding your current state, not forcing you into a template.
Scheduling, Deadline & Coordination Automation
Calendar ingestion → scheduling rules → reminders → escalation logic
Revenue Leakage & Exception Detection
Event monitoring → anomaly detection → alerts → resolution tracking
Sales-to-Delivery / Intake-to-Execution Handoff
Structured intake → automatic task creation → system sync
Payment Failure & Follow-Up Automation
Payment event monitoring → intelligent retry logic → client notification → escalation rules → resolution tracking
Referral Intake & Incentive Tracking Automation
Referral capture → source attribution → automated follow-up → payout confirmation
Data Hygiene & System Truth Enforcement
Deduplication → stale record detection → cross-system reconciliation → enforcement rules
Actionable Analytics & Alerting (Not Dashboards)
Metric definition → threshold logic → alerts → recommended actions → escalation paths
Compliance & Deadline Enforcement Automation
Deadline capture → task assignment → reminders → escalation → audit trail
Document Generation & Template Automation
Template standardization → data field mapping → AI-assisted draft generation → review & approval workflow
Owner / Executive Dashboards (Decision-Grade Visibility)
KPI definition → data aggregation → real-time dashboards → scheduled executive summaries
Internal Performance & Utilization Tracking
Activity tracking → utilization analysis → performance alerts → management reporting
End-to-End Workflow Orchestration Layer
Cross-system mapping → trigger logic → orchestration workflows → monitoring & governance
Custom AI Workflows for Accounting
These workflows are not templated solutions. Internal processes vary significantly across accounting firms—from approval hierarchies and risk thresholds to document formats and escalation protocols. Our systems are custom-built after understanding how your firm actually operates.
Each workflow involves AI-driven reasoning, document interpretation, decision logic, and human-in-the-loop escalation when needed. These are not simple rule-based automations—they adapt to context, validate against your specific business rules, and integrate with your existing systems and teams.
Examples Only — Not Pre-Built Solutions
The workflows shown below are examples of what can be built after we understand your firm's specific processes, approval structures, and operational constraints. They are not plug-and-play templates. Every implementation is designed around how your organization actually works.
Client Document Intake
Normalizes inconsistent document submissions from clients, identifies missing data or supporting schedules, and routes issues based on engagement type, client tier, and your firm's internal review processes.
Tailored to your document requirements and client management approach.
Transaction Review Workflows
Flags anomalies differently depending on client profile, materiality thresholds, and your firm's accounting policies. Escalates high-risk transactions while allowing routine items to flow through with minimal intervention.
Configured to your materiality standards and risk tolerance.
Month-End Close Support
Adapts to your firm's internal review and approval structure for month-end or quarter-end close processes. Validates reconciliations, flags variances, and routes exceptions through your established sign-off hierarchy.
Built around your close calendar and approval workflows.
How Custom Workflows Are Built
Discovery: We map your current processes, identify decision points, and understand your approval hierarchies, risk thresholds, and escalation protocols.
Design: We design workflows that match how your firm actually operates—not how a template assumes you should operate.
Build: We develop AI agents that reason through context, validate against your business rules, and escalate exceptions to the right people at the right time.
Deploy: We pilot the workflow in a controlled scope, measure results, refine based on feedback, and scale when you're ready.
Ready to automate your accounting workflows?
Start with a focused pilot. See measurable results in 2 weeks. No long-term commitment required.