AI specialists for accounting firms

Businesses outgrowing their books, found for you, then client documents, onboarding, month-end close, and the newsletter kept moving all year.

Create your first specialistBook a call

Busy season, organized all year.

Businesses outgrowing their books.

The Prospect Researcher finds businesses in your area hiring a first controller, opening a second location, or raising money, and drafts a short note for a partner.

Documents chased for you.

The Document Collector keeps a request list per client, checks each upload as it arrives, and drafts a reminder for what is missing.

Your staff signs off.

No specialist prepares a return, gives tax advice, or files with an agency. Everything comes back for your team to review.

Meet the team.

Questions

No. They collect, track, and draft. Returns, advice, and filings stay with your accountants.
No. Requests, reminders, and introductions are drafts your team sends.
Only the ones you choose. In setup each specialist asks where the work lives, such as QuickBooks, Xero, or a shared drive, and connects it if you want.

Put a specialist to work.

Start with a specialist from this page, or describe the job and General Input builds one for you.

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