Workflow Automation for Accounting & CPA Firms
Accounting firms rarely have a software problem. They have a chasing problem — chasing documents, chasing approvals, chasing the one client who never responds until the deadline. That work is invisible on the P&L and enormous in practice.
Where it usually breaks
- Client document collection running entirely on email threads
- Month-end close that depends on one person's spreadsheet
- Cleanup engagements priced before anyone knows the real scope
- Reconciliation work re-keyed between systems that do not talk
- Staff allocation decided by whoever asks loudest
Recognize any of these?
Every one of them is fixable, and none of them need a platform migration to fix. I build the specific system that closes the gap — then hand you the code.
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