AI-powered accounting, tax, and advisory for the tens of thousands of US CPA firms the Big 4 were never built to serve.
AI-powered accounting, tax, advisory, and audit for the tens of thousands of US CPA firms the Big 4 were never built to serve.
110+
AI Agents
14
Practice Areas
14.4M
Businesses
49
QBO Endpoints
Capabilities
High-accuracy AI categorization. Your team reviews and approves. AI learns from corrections.
Automated matching. Unmatched items flagged for review. Zero manual exports.
P&L, Balance Sheet, Cash Flow — client-ready reports generated in seconds.
14.4M businesses. Competitive density and opportunity analysis by industry.
110+ AI agents across 14 practice areas with usage controls and billing.
Your logo, domain, and brand. Clients never see ours. Full customization.
14 Practice Areas
Transaction categorization, bank reconciliation, and month-end close powered by AI agents.
Tax preparation, planning, and compliance across federal, state, and local jurisdictions.
Strategic financial guidance, KPI dashboards, and fractional CFO services.
Risk assessment, compliance testing, and audit workpaper generation.
Due diligence, quality of earnings, and transaction advisory support.
Environmental, social, and governance reporting and compliance frameworks.
Fraud detection, dispute analysis, and investigative accounting procedures.
Financial planning, budgeting, forecasting, and variance analysis.
Consolidated reporting, intercompany eliminations, and entity management.
NAV calculations, investor reporting, and fund accounting workflows.
Contract analysis, regulatory compliance, and legal entity structuring.
System integrations, data migrations, and accounting technology advisory.
Process optimization, system selection, and operational improvement.
Specialized workflows for healthcare, real estate, nonprofit, and construction.
The Platform
May 2026 • 12 active clients
$47,200
+12.3% vs last month
12
+2 this quarter
1.8M
38% of allotment
94.5%
+2.1% improvement
Monthly Revenue
Agent Activity
Month-End Close
Apex Dental
Bank Reconciliation
Peak Fitness
Tax Prep 1120S
Meridian Law
Categorization
Blue Sky HVAC
How It Works
Link your QuickBooks Online account. OAuth 2.0 — we never see your password.
Select bookkeeping, tax, or advisory. AI agents map your chart of accounts.
AI processes transactions and generates statements. You review and approve.
Built For Modern Firms
Close in days, not weeks
Automated categorization and reconciliation are designed to compress month-end close — your team reviews and approves every step.
New advisory revenue
Benchmark intelligence drawn from millions of US business records gives your advisory clients data that's hard to find anywhere else.
More capacity, same headcount
AI that assists rather than replaces — so your firm can take on more clients without sacrificing review and quality control.
Join the firms replacing high-cost consultants with AI that works 24/7.