More capacity.Same headcount.
We build and run done-for-you automation for accounting firms with 15 to 75 people, so you can take on more work without adding headcount.
Built by the founder of Orion, AI software that added $4M+ in annualized premium to insurance agencies in six months1 and automated their policy reconciliation.
| Process | Staff hrs / mo | Hrs returned / mo |
|---|---|---|
| Bank transaction coding and reconciliation | 340 | 238 |
| Client document intake and filing | 210 | 147 |
| Month-end close checklist | 190 | 76 |
| Document requests and status emails | 120 | 90 |
| Client onboarding | 60 | 39 |
| Total | 920 | 590 |
We've already automated reconciliation for insurance agencies.
in annualized premium added to insurance agencies' books of business in six months1
Our founder built Orion, AI calling and CRM software for insurance agencies. It matched carrier statements to policies automatically. That is the same class of work your staff do in bank and AP/AR reconciliation: high volume, rule-based, and unforgiving of errors. Orion let agencies run with leaner teams while handling more policies.
See the full track record →The work keeps growing. The hiring pool doesn't.
issue for CPA firms of every size except solo practices: finding qualified staff.2
drop in accounting bachelor's degrees in a single school year. The pipeline of new accountants is shrinking.3
projected growth in jobs for accountants and auditors through 2034, faster than the average for all jobs.4
Most firms either hire for busy season and carry the slack all summer, or under-hire and burn out the team in March. Both cost you. And the hours that do get worked leak out as low realization, aging WIP and slow collections. Automation lowers the hours each engagement takes, so the same team can serve more clients all year.
Three forces are converging on mid-market firms.
Consolidation capital
More than half of the 30 largest US firms have sold an ownership stake or part of their business to private equity.5 Your largest competitors now have outside capital to modernize with.
AI adoption is the norm, not the edge
AI use at accounting firms jumped from 9% in 2024 to 41% in 2025.6 A firm with zero automation is no longer average. It is behind.
The calendar
Automation deployed in the fall pays off during busy season. Deployed in April, it pays off next year. The firms that start now bank the capacity gains before their next crunch.
Work arrives prepared. People handle the exceptions.
Documents file themselves, finished work waits in one review queue, and unpaid invoices chase themselves. Your staff step in where judgment is needed.
| Client | Engagement | Preparer | In queue | Status |
|---|---|---|---|---|
| Harbor Dental Group | 2026 1120-S | J. Ortiz | 0.5 d | Ready |
| Pinecrest Builders LLC | Q3 bookkeeping | M. Chen | 1.2 d | Ready |
| Alder & Finch LLP | 2026 1065 | S. Patel | 2.8 d | Over target |
| Northgate Veterinary | September close | J. Ortiz | 0.2 d | 2 review notes |
| Time | Document | Client | Filed to |
|---|---|---|---|
| 9:02 | Bank statement, Aug 2026 | Harbor Dental Group | Books / 2026 / Bank |
| 9:04 | Form 1099-NEC | S. Alvarez | Tax / 2026 / Source |
| 9:05 | Vendor invoice, Delta Supply | Pinecrest Builders LLC | AP / September |
| 9:07 | Unreadable scan, 2 pages | Unknown | Sent to staff |
- Day 15Reminder sent with payment linkSent
- Day 30Second reminder sentSent
- Day 45Final reminderScheduled
- Day 60Escalate to engagement partnerIf unpaid
Illustrative interfaces. Client names are fictional.
The eleven systems almost every firm needs.
Nine run your client work. Two get your firm paid for it. We build each system around your software and your review process.
Document intake
Client uploads are read, named and filed to the right engagement without staff touching them.
Bank statements
Statements are read, transactions categorized and queued for a reviewer.
Month-end close
Checklist tasks are assigned, tracked and chased, with exceptions flagged for review.
Review and handoff
Finished work goes to the next open reviewer with a turnaround timer, and review notes stay with the file.
Client onboarding
Engagement letters, KYC and portal setup run from a single intake.
AP/AR matching
Payments are matched to invoices. Only the exceptions reach your staff.
Client communication
Status updates, document requests and reminders go out on schedule, in your firm's voice.
Reporting
Client and partner reports are assembled straight from the books, with no copy and paste.
Tax documents
Tax documents are organized, routed to the right preparer, and pre-filled into the return.
Billing and collections
Invoices go out when the work is done, and reminders chase unpaid bills automatically, each with a payment link.
WIP and write-off alerts
Partners are warned when an engagement runs over budget or WIP starts aging, before it becomes a write-down.
RuleAutomation prepares the work. Your people review and sign off.
See what each system does →What could your firm get back?
Put in your own numbers. The hours are the same either way. You decide whether they lower cost or go to client work.
Two ways to use the same hours, so don't add them together. This is an estimate from your inputs. The audit replaces every assumption with your firm's own numbers, rates and workflows.
Five to seven business days to see exactly where your hours go.
No fee, and no system access to get started. We begin with your firm's own numbers and put a dollar figure on every recommendation. You decide what happens next.
- Day 0 · 30–45 min
The numbers call
We walk through numbers you already know, like WIP days, realization and close time, then talk through the two or three workflows they point to. No logins, no forms.
- Days 1–2
A short follow-up list
Only what the call left open, usually under an hour for your operations lead. If something isn't tracked, just say so. That's a finding too.
- Days 2–5
Analysis
We map each workflow and score it on hours, cost, how safely it can be automated, and the capacity it would return. We ask to see a system only if a large figure depends on it.
- Days 5–7
Findings
We walk you and your partners through a written report of 15 to 25 pages, with the cost and return of every recommendation.
The timeline assumes your follow-up list comes back within two business days. If it takes your team longer, the findings move by the same amount. We will tell you where the clock stands at every step.
How the audit works →Built for firms between the solo practice and the Big Four.
A good fit
- $2M to $10M in annual revenue
- 15 to 75 people
- Staff spend their days on data entry, document chasing and close checklists
- You're turning away work, or burning out the team every busy season
- You run on software you'd rather keep, cloud or desktop
Not a fit
- Firms under 15 people
- Firms that want a software license, not a done-for-you build
- Firms not ready to show us how the work actually gets done
Firms usually call us when
- A senior person left and the role won't fill
- A position has been open for months
- You've merged, taken private equity, or are preparing for either
- A new partner wants to modernize how the firm runs
- Partners are planning succession and need the firm to run without them
- Busy season is coming and last year nearly broke the team
Accounting-specific, done for you, priced for mid-market.
Each alternative misses at least one of these. Mid-market firms need all four.
| Big Four advisory | Software vendors | Generalist AI agencies | Offshore staffing | Materiality Partners | |
|---|---|---|---|---|---|
| Knows accounting workflows | ✓ | ✓ | × | ✓ | ✓ |
| Does the work for you | ✓ | ×Your team implements | ✓ | ✓Adds people, not systems | ✓ |
| Priced for $2M–$10M firms | × | ✓ | ✓ | ✓ | ✓ |
| Cuts the hours the work takes | ✓ | ✓ | ✓ | ×Moves hours, doesn't remove them | ✓ |
See where your firm's hours go.
The audit is free, and you keep the report whether or not you hire us.
1. Annualized premium on policies attributed to Orion across its insurance agency customers over a six-month period. Premium is the policyholders' annual premium, not agency revenue. Source: Orion system records.
2. AICPA Private Companies Practice Section, CPA Firm Top Issues Survey, 2024.
3. AICPA, 2025 Trends report: accounting bachelor's degree completions fell 10.3% from the 2021–22 to the 2022–23 school year.
4. U.S. Bureau of Labor Statistics, Occupational Outlook Handbook, Accountants and Auditors, 2024–34 projections.
5. CPA Practice Advisor, April 2026: more than half of the 30 largest U.S. accounting firms have sold an ownership stake or part of their business to private equity investors.
6. Wolters Kluwer, 2025 Future Ready Accountant report, a survey of more than 2,700 tax and accounting professionals.