Essentials gives you execution capacity — you tell us what to build, we build it within your monthly points. Performance adds strategic guidance: we lead the audit, own the roadmap, and proactively identify what to automate next. The Fractional AI Officer tier goes further — you get a partner-level strategist embedded in your firm's leadership: attending partner meetings, running AI readiness assessments, and training your team on AI tools. Most firms that start on Essentials upgrade to Performance within 2–3 months once they see the ROI.

We specialize in automating bookkeeping workflows, tax preparation processes, client onboarding, document management, and financial reporting for accounting firms. Our deliverables are customized to your specific workflow needs.

Not necessarily. We work with your existing tech stack when possible and only recommend changes when there's clear ROI. Our team can integrate with most popular accounting software and platforms to enhance your current systems.

We work inside your accounts: We configure and run automations as a permission-scoped user in your own systems—just like adding a new team member.

No data storage on our side: Because everything runs in your environment, nothing is copied to or retained on our servers.

Full ownership & control: You keep both the data and the finished automation assets; we don't host or manage them after delivery.

Enterprise-grade stack: The platforms we use already serve and are vetted by large enterprises (e.g., SOC 2, ISO 27001 compliant).

Most firms see a 10-20% efficiency gain, with many achieving 20-40%+ improvements in process time. This translates to higher profitability per client and the capacity to take on more business without adding staff.

We have a 3-month minimum on our monthly plans. Most clients choose to stay 6–12 months because of the ongoing value.

If your need is short-term in nature, please inquire about our off-menu, individual sprint options.

Our goal is to ensure your solutions are easily maintainable — so you don't need us. That said, if your workflows are mission-critical and you want ongoing support, our Maintenance plan ($400–$1,200/mo) covers monitoring, break-fix, and quarterly health checks. See details above.

Maintenance is exclusively for firms that have completed an implementation engagement with us. It's not an entry-level plan — it's a post-launch safety net. If you need new automations built, you'd stay on or return to one of our monthly plans.