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Solutions
Whether you need a CFO who builds systems or an automation partner who understands your industry, every engagement is scoped, priced, and proven.
Senior financial leadership with automation built in. Board-ready reporting, rolling forecasts, capital raise readiness, and real-time dashboards. From $3k/mo.
Custom AI agents, CRM automation, and reporting pipelines that save 10-30+ hours per week. One-time builds from $3k or ongoing retainers from $500/mo.
Generic automation agencies build workflows without understanding your industry. We combine deep professional services experience (Big 4 background, Chartered Accountant training) with AI automation engineering. The result: systems built around billable hours, realization rates, compliance requirements, and the specific operational patterns of your practice.
Packages
Each package includes discovery, build, testing, deployment, and team training.
End-to-end automation for tax season operations. Built specifically for CPA practices with 5 to 50 staff.
Firms typically save 20+ hours/week during busy season
Discuss This PackageStreamline new matter opening from first contact to engagement letter. Built for firms with 5 to 50 attorneys.
Reduce intake processing time from days to hours
Discuss This PackageAutomate the operational backbone of your consulting practice. Designed for boutique firms with 5 to 30 consultants.
Reclaim 15+ partner hours per week from admin
Discuss This PackageCut your monthly close cycle in half. Built for growing companies outgrowing manual processes.
Typical close cycle reduction: 10 days to 5 days
Discuss This PackageTrust & Security
All data encrypted at rest and in transit. No client information passes through unsecured channels.
Granular permissions ensure team members only access what they need. Full audit trails on every action.
Systems designed to meet SOC 2 principles, GDPR requirements, and industry-specific regulations from day one.
These packages cover the most common use cases, but every firm is different. Book a discovery call and we will scope a solution tailored to your specific workflows.