Client bookkeeping intake
Pull transactions, receipts, and statements together and prep the coding for review — the same clean starting point across every client.
AI for accounting & bookkeeping firms
AI for accounting firms — without giving up control of your clients' data.
The firms that get AI right aren't the ones who move fastest — they're the ones who keep client data theirs. We build AI workflows for accounting and bookkeeping firms that cut the repetitive grind out of client work, with financial data that never trains a model and a person approving every step.
- Never training dataClient financial data isn't used to train any model
- Human approvalNothing files, sends, or posts without a person signing off
- Est. 35–50 hrs/moRecovered on one manual process in a finance & payments case
The real question
For a firm, it was never "does AI save time"
You run books, payroll, and tax for clients who trust you with their most private numbers. So the question that actually matters isn't whether AI helps — it's where that data goes and who can see it. Get that answer right and the time savings take care of themselves. Get it wrong and no efficiency is worth it.
- 01Client financial data stays yours
- 02Never used to train a model
- 03Sensitive work can run on infrastructure you control
- 04A person approves every step
Where to start
Firm workflows worth automating.
The best first candidates are the repetitive, document-heavy jobs you repeat across every client — the ones that eat junior hours and never quite get caught up.
Chasing client documents
Request, track, and follow up on the records you're always waiting on, so month-end doesn't stall on a missing receipt.
Reconciliation & year-end prep
Surface bank and credit-card exceptions and assemble working papers, ready for a person to review and sign off.
How your clients' data stays yours
Controlled AI, not autonomous AI.
Every workflow we build for a firm is designed around the same three controls — so automation makes the work easier to review, not harder to trust.
Never trained on
Client financial data isn't used to train any model. For the most sensitive work, it can run on infrastructure your firm controls, so it never leaves your environment.
Human-approved
Nothing files, sends, or posts on its own. A person signs off on every step, and every action is recorded in a clear audit trail.
Least access, per client
Roles and permissions keep each client's data separated and reachable only by the right people — least access by default.
Want the plain-English version of exactly how client data stays yours — no training, human approval, and an in-house option? It's all on one page.
See how we protect dataBefore you book
Questions from firms like yours.
Is our clients' data used to train AI models?
No. On the setups we build for firms, client data is not used to train any model. For the most sensitive work, it can run on infrastructure your firm controls, so the data never leaves your environment.
Do we have to move off QuickBooks, Xero, or our existing tools?
Usually no. The first build works around the cloud accounting tools, portals, and inboxes you already use, then can integrate more deeply once the first workflow proves its value.
Does the AI file, send, or approve anything on its own?
No. The AI reads, drafts, and organizes; a person approves every step. Nothing is filed, sent, or posted without your team signing off, and every action is recorded.
How does this fit our confidentiality and PIPEDA obligations?
We build to support your data-control, access, and audit requirements and work within your existing policies. You keep control of the data and a clear record of every step. We're not a substitute for your professional judgment or compliance obligations.
Can it work across many clients, not just one set of books?
Yes. The workflows are built for firm work — the same repetitive process repeated across many clients — with per-client separation and human review at each step.
Start with one process