AI for firms
still running on
legacy workflows.

We embed inside accounting and finance practices — not as outside consultants — to automate the manual work eating your margin. No replatforming. No risky data exposure. Just hours back and engagements that scale.

✦Close process automation

✦Reconciliation acceleration

✦Audit prep workflows

✦Advisory deliverable templates

✦Close process automation

✦Reconciliation acceleration

✦Audit prep workflows

✦Advisory deliverable templates

Book a discovery call ↗See how it fits your firm

30%+billable hours recovered

2xengagements per partner

8 Weeksto first ROI

Meridian Auto60% TIME SAVED

ScaleForce

Horizon Health

Atlas Financial

Apex Logistics30+ HRS AUTOMATED

Citadel Ventures

Redwood Partners

Pinnacle Tech

Meridian Auto60% TIME SAVED

ScaleForce

Horizon Health

Atlas Financial

Apex Logistics30+ HRS AUTOMATED

Citadel Ventures

Redwood Partners

Pinnacle Tech

Manual work is eating your margin.
AI fixes that — without rebuilding your stack.

WHERE WE PLUG IN

We work inside your practice — not on top of it.

Bank rec & GL automation

Month-end close acceleration

Audit PBC list intelligence

Workpaper review automation

Advisory report generation

Tax prep document intake

Engagement letter automation

KYC & client onboarding

Bank rec & GL automation

Month-end close acceleration

Audit PBC list intelligence

Workpaper review automation

Advisory report generation

Tax prep document intake

Engagement letter automation

KYC & client onboarding

WHY FIRMS PARTNER WITH US

Built for firms, by people who've been in them.

We've sat on the other side of the desk — running close, fielding audit requests, and watching juniors burn out on repetitive work. The systems we build are the ones we wish we'd had.

Free up your seniors

Pull your top talent off the work that doesn't need them. They'll thank you, and so will your retention numbers.

Better margin per engagement

Same fee, less labor. The math on AI inside a firm is straightforward — and it compounds with every client added.

Domain credibility

We speak GAAP, SOX, and partner-track. No translation layer between us and your team.

Data-handling done right

Private models, controlled environments, audit trails. We treat your client data the way the AICPA expects.

Built for the platforms you use

QuickBooks, Xero, NetSuite, CCH, Caseware — we integrate where you already work, not where we wish you worked.

✓Close acceleration✓Bank rec✓Audit PBC✓Workpaper review✓Advisory deliverables✓Tax prep intake✓KYC automation✓Variance analysis✓Cash flow forecasting✓Client comms✓Engagement letters✓Close acceleration✓Bank rec✓Audit PBC✓Workpaper review✓Advisory deliverables✓Tax prep intake✓KYC automation✓Variance analysis✓Cash flow forecasting✓Client comms✓Engagement letters

✓Tax practices✓Audit firms✓Outsourced CFO✓Wealth management✓Boutique advisory✓Mid-market firms✓Multi-office practices✓Fund accounting✓Family offices✓Bookkeeping firms✓PE-backed rollups✓Tax practices✓Audit firms✓Outsourced CFO✓Wealth management✓Boutique advisory✓Mid-market firms✓Multi-office practices✓Fund accounting✓Family offices✓Bookkeeping firms✓PE-backed rollups

ENGAGEMENT MODELS

Designed to fit how firms actually buy.

Embedded deliveryFixed-fee scopesPartner-ledConfidentiality-firstROI-tied milestones

Full Practice Engagement

We embed for 12 weeks. Audit your highest-leakage workflows, build the automations, train your team, and document everything — so the gains stay after we leave.

Custom Scope

Priced per workflow + headcount

Book a discovery call ↗

WHAT'S INCLUDED

✓Workflow audit across the practice

✓Custom automations on your stack

✓Hands-on training for your seniors

✓Documented playbooks for every build

Pilot Sprint

Not ready for a full engagement? We'll automate a single high-leverage workflow in 2 weeks so you can prove ROI to your partners.

Scope a pilot →

WHO WE ARE

Operators, not observers.

We're builders who got tired of watching companies fumble AI adoption. So we started embedding directly with teams — shipping automations, training staff, and leaving behind systems that actually stick.

Gokul Sundar

Co-Founder & CEO

Growth strategist driving conversion optimization at airSlate. Innovation consultant and former Chief of Staff at Pepper. Advisor to Action Against Hunger USA.

Ryan DeBerardinis

Co-Founder & COO

GTM Engineer at ShipBob scaling global solutions. Former Supply Chain Ops at OpenStore & Flexport. 4 years as Operations Manager at Amazon building high-performance teams.

Pawel Chrzanowski

Co-Founder & CMO

VP at CAN-USA and NYC DOB Licensed Special Rigger. 6+ years leading complex projects at Trident Contracting. Former TCS Business Analyst. Fluent in Polish, Spanish & Mandarin.

FAQ

Questions firms ask us first.

Have a question we didn't cover? Talk to a partner ↗ right now.

We work inside your environment — your tooling, your controls, your data. We don't pull client data out to public models. For sensitive workflows we use private deployments with full audit trails. We sign your standard NDAs and BAAs.

We're built around your calendar. Most firms onboard in Q3/Q4 to capture wins before tax season, or in May–June after busy season ends. We never start a deployment in the middle of close.

No. We integrate with what you already run — QuickBooks, Xero, NetSuite, CCH, Caseware, GoSystem, UltraTax, and the Microsoft and Google stacks. If you're stuck on a legacy on-prem system, we work with that too.

Firms typically recover 25–40% of staff hours on the workflows we touch within the first 90 days. That translates to either margin lift or capacity to take on new clients without hiring. We tie milestones to measurable outcomes.

Weekly working sessions with the partner sponsor and the team running the workflow. We're in your Slack/Teams, not on a quarterly check-in cadence. Expect to see live builds within the first 3 weeks.

GET A DISCOVERY CALL

See how it fits your firm.

Tell us about your practice and where the manual work is heaviest. We'll come prepared with a concrete plan for your first automation.

Stop billing hours that
shouldn't exist.

Book a 30-minute discovery call. We'll walk through one of your highest-leakage workflows and show you exactly what's automatable.