Scope
Map the inputs, systems, decisions, and exceptions.
Automation for accounting and tax operations
Close work should move forward before the follow-up email.
We scope one manual accounting workflow, build the automation, and hand it over. Your firm owns the build.
Builds start at $5,000 + $1,500/mo
- Month-end close tasks coordinated through recurring checklists
- Reconciliations rebuilt from exports and copied balances
- Client files chased, renamed, and sorted before work can begin
Start with one workflow
Show us what still moves by hand.
See the workflow
The operation in motion
Workpaper preparation, from client files to reviewer
Files are checked, exceptions are surfaced, and a prepared workpaper reaches the reviewer with its source trail intact.
Close workpaper
Workflow live
Before · manual queue
- 01Request client files
- 02Rename and sort uploads
- 03Reconcile spreadsheet lines
- 04Prepare reviewer package
Close workpaper
After · owned system
- 01Collect and classify files
- 02Check missing periods
- 03Prepare reconciliation
- 04Route reviewer exceptions
The model
Close workpaper logic should belong to your operation.
Not this
Another license, another per-seat bill, or a platform migration your team has to survive.
This
One process mapped end to end, built against the systems you already run, and handed over.
Control
People keep the approval gate. The system carries the collection, checking, routing, and recordkeeping.
Close workpaper logicAccounting & Tax Firms inputsNo per-seat pricingYour workflow
How the build runs
From close workpaper sample to working handover.
Four controlled moves. Roughly two weeks for a contained workflow.
Build
Construct the workflow against the stack already in place.
Approval gate
Keep judgment and exception handling with the responsible person.
Handover
Test, document, and transfer the operating system to your team.
Published floor
Start with the close workpaper flow.
$5,000 + $1,500/month
No per-seat licensing.
Runs on the stack you already have.
No platform migration.
About two weeks for a contained workflow.
Accounting & Tax Firms
Tell us the process. We will tell you if it is buildable.
Start with the repetitive work, the systems it crosses, and where a person still makes the decision.