AI for Accounting Firms,Built for Close
Mid-market firms running a-quarter-late on close cycles, drowning in reconciliation work, and reading policy memos by hand. We deploy AI inside the workflows that decide whether your quarter ships on time — reconciliation, classification, audit prep, and tax research.
Slow work we see in Accounting.
These are the repeated workflows where time disappears, handoffs break down, and AI can help without replacing human judgment.
Reconciliation Still Runs In Spreadsheets
Bank, GL, and subledger checks depend on senior accountants and fragile Excel files. One person out of office can slow the whole close.
Policy Research Takes Too Long
Staff hunt through FASB, IFRS, tax, and firm guidance by hand. Reviewers still need the exact memo, page, and date before they trust the answer.
Audit Prep Lives In Email
PBC lists, sample requests, and support files move through inboxes and shared folders. Teams lose time finding the latest version.
Tax Questions Repeat Every Month
Junior staff re-research common issues and senior staff recheck the same sources. The firm knows the answer, but the knowledge is hard to reuse.
What we can build for Accounting.
Secure agents, workflow apps, and enablement built around the systems your team already trusts.
Close And Reconciliation Agent
An agent that checks bank, GL, and subledger data, flags exceptions, and prepares review notes for the senior accountant.
Policy Research Copilot
A copilot that searches firm guidance, tax research, and accounting standards, then cites the exact source so reviewers can verify quickly.
Secure Firm Tenant Deployment
Agents run in your Microsoft Azure tenant or approved cloud with role permissions, audit logs, human review, and access controls.
Staff And Reviewer Enablement
Role-specific training and prompt libraries for staff, seniors, managers, and partners, tied to your chart of accounts and review process.
See what AI can actually do inside your Accounting operation.
Start with a focused discovery sprint. We map the highest-leverage work, show you the ROI before you commit, and ship a working version in weeks, on a stack you own.
We're publishing accounting case studies as engagements close.
Until they're live here, get a private walkthrough. We'll share the work the client hasn't cleared for the public site yet, with named outcomes and stack details.
Production AI inside firms that bill by the hour.
We are an Anthropic Official Partner and a Microsoft Cloud Partner. We bring 15+ years of ERP implementation experience to accounting, and we deploy AI across the Microsoft and Anthropic stacks where it changes the P&L.
- Anthropic Official Partner — we run Claude in production for regulated workflows.
- Microsoft Cloud Partner — your AI lives on the same Azure tenant your firm already trusts.
- Our team has shipped accounting-adjacent automation: contract risk, AP processing, financial-services compliance.
- Fixed-scope engagements that compress quarter-end without changing your audit methodology.
- The systems we build don't replace senior judgment — they free it up for the work clients actually pay for.
- Every workflow includes review points, audit trails, and permissions your partners can defend.
AI in Accounting, answered.
Straight answers to what leaders in this vertical ask before they start. No fine print, no sales spin.
- What is AI for accounting firms?
- AI for accounting firms uses large language models to automate the document- and data-heavy work inside close, audit, and tax: bank and GL reconciliation, policy research, PBC list tracking, and answering recurring tax questions. The goal is to give staff and reviewers back the hours they spend on repetitive checks, while a senior accountant still signs off on anything that affects the numbers.
- How does AI speed up the month-end close?
- A close and reconciliation agent checks bank, GL, and subledger data against your chart of accounts, flags exceptions automatically, and prepares review notes for the senior accountant. Instead of one person manually matching line items in a spreadsheet, staff review exceptions the agent already found, which compresses the close without changing your review process.
- Can AI handle bank and GL reconciliation?
- Yes. The reconciliation agent reads bank statements, the general ledger, and subledgers, matches transactions, and surfaces only the exceptions a person needs to look at. It runs the same checks every period, so one team member being out of office no longer slows down the whole close.
- Can AI research accounting standards and tax questions?
- A policy research copilot searches FASB, IFRS, tax guidance, and your firm's own memos, then answers with the exact source, page, and date so a reviewer can verify it before it goes in a file. Staff stop re-researching the same recurring tax and standards questions every month, and the firm's own knowledge becomes reusable instead of living in one senior person's head.
- How does AI help with audit prep?
- AI keeps PBC lists, sample requests, and supporting files organized and easy to find instead of scattered across email and shared folders. It tracks what has been requested, what has been received, and what is still outstanding, so nobody loses time hunting for the latest version of a file during fieldwork.
- Is AI safe for audit-sensitive accounting work?
- It is when it is deployed correctly. We run AI for accounting firms on Anthropic Claude and your own Microsoft Azure tenant, ground every answer in your firm's documents, and put review checkpoints on anything that touches the numbers or a client file. Role permissions and audit trails are scoped so partners can defend the process.
- How long does it take to roll out AI across a firm?
- A discovery sprint takes about a week. A reconciliation agent or policy research copilot typically reaches production in a few weeks on fixed scope and fixed price. We time the rollout around your firm's own close and busy-season calendar so it never lands during quarter-end or filing season.
Guides and services that go deeper.
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