We build AI-powered workflows for CPA and bookkeeping firms. Cut 10+ hours of manual work per week — with full audit trails and your team in control at every step.
Most accounting firms with 5–25 staff spend 10–15 hours a week on repetitive manual tasks. That's time not spent on clients, advisory work, or growth.
Thousands of transactions monthly — each one manually reviewed, categorized, and entered. Every. Single. Month.
Staff sending the same reminder emails over and over. Bank statements, receipts, payroll reports — all manual follow-up.
The last week of every month. Reconciliations, checks, reports. A repetitive checklist that your team runs from scratch every cycle.
Getting a new client set up takes 3–5 hours of manual back-and-forth. Collecting documents, setting up access, confirming everything.
We handle the full build in two weeks. You own everything — no subscriptions, no lock-in, no ongoing fees.
15 minutes. We map your exact workflows, tools, and biggest pain points. No pitch — just diagnosis.
Day 0We document your exact process and design the automation. You approve it before we build a single line.
Day 1–3We build in your environment — QBO or Xero — and test with your real data. Human approval at every AI step.
Day 4–10Live walkthrough with your team. Full documentation. You own the system permanently — no ongoing fees.
Day 14Everything is built specifically for your firm's workflows, your chart of accounts, your clients. Not a generic tool. A custom system your team actually uses.
Or book a call first — no pressure
Includes: Full build, testing, training, documentation, and handover. Excludes: Third-party software licenses, ongoing maintenance (available as add-on).
Book a free 15-minute call. We'll look at your current workflows and tell you exactly what we'd automate — no pitch, just a straight answer.
Questions? Email us directly at admin@gobuildwithny.com