Operations pilots for accounting firms

Clear the work around the accounting.

Our $997 introductory pilot measures and improves one repetitive client-service workflow—without automating tax, accounting, or compliance judgment.

Discuss one workflow View a synthetic workflow demo
ScopeOne workflow
Timeline7–10 days
Introductory pilot$997
WORKFLOW / CLIENT INTAKE CONTROLLED
01Request documentsQUEUED
02Check completenessAUTO-DRAFT
03Route exceptions3 FOUND
04Named human reviewREQUIRED
BaselineMeasured first
Release ruleReviewer accepts

A bounded operating test

Prove the workflow before expanding it.

Every pilot begins with the existing process and ends with an acceptance decision—not a vague transformation roadmap.

01

Baseline

Map the current handoff, time, rework, and exceptions.

02

Build

Create one controlled AI-assisted workflow around approved inputs.

03

Accept

A named reviewer tests the output against written criteria.

Good first candidates

Repetitive evidence work, not professional judgment.

  • Client document collection
  • Inbox-to-task routing
  • New-client onboarding
  • Reporting-pack preparation

Qualification

A pilot should earn the right to exist.

The strongest candidate is frequent, rules-based, measurable, and expensive enough to matter.

  • ✓ The workflow repeats every week or month.
  • ✓ Time, volume, quality, and exceptions can be counted.
  • ✓ A named person can review and accept every output.