Custom AI workflow automation purpose-built for the accounting & tax stack. We deploy on the tools your team already runs (Drake Tax, UltraTax CS, Intuit ProConnect, etc.), with human-in-the-loop on every judgment call.
Accounting & Tax firms compete on speed, accuracy, and margin. Every repetitive process the team handles by hand is a tax on billable hours lost — and the firms automating now will be the ones setting the pace in 18 months.
Custom AI workflows built specifically for individual tax: deep integrations with the Drake Tax stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for small business tax: deep integrations with the UltraTax CS stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for corporate tax: deep integrations with the Thomson Reuters ONESOURCE stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for cross-border tax: deep integrations with the ONESOURCE stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for estate & gift tax: deep integrations with the Lacerte stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for indirect tax: deep integrations with the Avalara stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for small business bookkeeping: deep integrations with the QuickBooks Online stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for e-commerce bookkeeping: deep integrations with the QuickBooks Online stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for construction accounting: deep integrations with the Sage 100 Contractor stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for fund accounting: deep integrations with the QuickBooks Online stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for mid-market controller: deep integrations with the NetSuite stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for saas finance: deep integrations with the NetSuite stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for cost accounting: deep integrations with the SAP S/4HANA stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for provider finance: deep integrations with the Workday stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for outsourced finance: deep integrations with the QuickBooks Online stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for financial statement audit: deep integrations with the CaseWare stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for internal audit: deep integrations with the AuditBoard stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for fraud investigation: deep integrations with the IDEA stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for transaction advisory: deep integrations with the Datasite stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for ap operations: deep integrations with the Bill.com stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for ar collections: deep integrations with the HighRadius stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for multi-state payroll: deep integrations with the ADP Workforce Now stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for public accounting ops: deep integrations with the Canopy stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
AI reconciles each line of the return against source docs in Drake Tax and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI drafts personalized status replies from the live matter state in Drake Tax, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
AI drafts the engagement letter, generates a tailored document-request list for the client's Individual Tax profile, chases missing items across email and Drake Tax, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI monitors Drake Tax and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%.
AI matches bank and card feeds to Drake Tax entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Individual Tax patterns, routes approvals, and sends payment files to Drake Tax — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Drake Tax, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.
AI reconciles each line of the return against source docs in UltraTax CS and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI drafts the engagement letter, generates a tailored document-request list for the client's Small Business Tax profile, chases missing items across email and UltraTax CS, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI monitors nexus thresholds, pulls transaction data from UltraTax CS, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit.
Every accounting & tax operation runs differently — we build what you actually need, on the stack you already run.
