Built for an accounting practice
You close books. The document chase closes your day.
Every client is missing one thing. The email you send is the same email every time, and you still send it by hand, one at a time, in the middle of the work you actually bill for.
Assess — what we look at first
The document chase
Every client is short one statement. The work is not difficult and it is not interesting, which is exactly why it consumes the hours that should go to the returns. We look at the chase first in every practice.
Build — in this order
Three workflows first. Yours would look like this.
Prices and timelines are the published ones from our service catalog — the same figures on /services/, as of September 2026. Nothing on this page is a placeholder. Anything larger than a listed offer is scoped after intake.
One workflow, guaranteed to save 10 hours a week, or you don’t pay. We’ll build one workflow automation that saves your team at least 10 hours per week. If it doesn’t hit that benchmark, you get 100% of the build fee back. Zero ambiguity.
Nothing is filed or signed without you. Everything the system does leaves a record in plain language — what it did, for which client, and who signed off.
Book 15 minutesWe find where the hours go. If it isn’t there, we say so.