Your staff spend up to 40% of billable time ingesting client documents, classifying them, and prepping workpapers by hand. Our AI ingests the docs, extracts and classifies the data, and preps reconciliations and workpapers, and your team reviews only the exceptions. Built by a senior-led studio, 5.0★ on Clutch.
Statements, receipts, invoices, tax forms: ingested, classified, and keyed into workpapers by hand, one client at a time. It caps how many clients you can serve, and busy season makes it worse.
Reclaim the hours your staff burn on document wrangling, so you serve more clients without more hires, and get through busy season without burning out the team.
Assistive by design: your team always reviews before anything is finalized.
Bank and card statements, receipts, invoices, and tax forms (from email, uploads, or a client portal) pulled into one secure workflow.
Transactions are read, categorized to your chart of accounts, and mapped into reconciliation and workpaper templates, low-confidence items flagged rather than guessed.
Prepped reconciliations and workpapers land for review. Your accountant approves and adjusts; the routine 80% is already done.
Reading messy financial documents and turning them into structured, review-ready output is exactly our muscle. Rated 5.0★ on Clutch.
Relevant builds: a mutual-fund investment app and a real-time SEC-filings compliance search tool, both document-heavy financial workflows.
Before any build, we run the AI on a sample of your actual client documents and show you the classification accuracy, the review load, and the ROI. You get a plan and a number, whether or not you build with us.
1–2 weeks · credited in full toward your build if you move forward.
Book a call to start →Yes. We integrate with your existing ledger and practice-management stack: QuickBooks, Xero, and others. The AI preps the workpapers and reconciliations into your system; your team reviews and posts. We scope the exact integration in the discovery sprint.
It's assistive, not autonomous. It handles the routine majority and flags low-confidence items for a human; your accountant always reviews before anything is finalized. Accuracy climbs as it learns your categorization and clients.
Yes. We engineer security-first, build on AWS, and sign NDAs. We've delivered SOC 2- and HIPAA-compliant systems for US clients and build to those standards where your engagement requires it. Your data stays yours.
We're a senior-led product studio with a US office in North Carolina, a 100% Upwork Job Success score, and 5.0★ on Clutch across named US clients. You work directly with the senior-led team building it (founder included) with a 4–8 hour response time.
Book a 15-minute call. We'll run the AI on a sample of your client docs and show you the hours it reclaims. No pitch, no pressure.
Book your call →