AI That
Does the Work.
Your firm loses 19 days per employee per year to document admin alone. We build the AI systems that recover that capacity: document processing, PBC automation, tax research, and compliance workflows purpose-built for how accounting firms actually operate.
Beyond Chatbots
Intelligent Document Processing
Turn 17 different filing conventions into one searchable knowledge base. AI-powered contract review, document classification, and compliance extraction.
AI-Powered Client Intake & PBC Automation
Eliminate the 6-10 hours per week your preparers lose chasing client documents. Smart intake workflows that front-load information gathering before busy season.
Custom Knowledge Agents
Your tax team spends 45-90 minutes per research question. AI handles it in under 8 minutes, grounded in your firm's specific precedents and client history.
How We Build
Your Data, Searchable
We turn scattered documents across SharePoint, email, and file shares into a single searchable knowledge base. Your team finds the answer in seconds, not hours. With source citations for every result.
Workflows, Automated
AI agents that handle document routing, PBC tracking, and compliance monitoring. They work inside your existing tools. No new platforms to learn, no workflow disruption during implementation.
Accuracy You Can Audit
Every AI output includes source citations and confidence scores. Human-in-the-loop review at critical decision points. Built for the level of accuracy your clients and regulators demand.
Security by Default
SOC 2 compliant infrastructure. Client data never touches a third-party model unless you authorize it. We build on the tools you already own: M365, your practice management suite, your existing stack.
System Scan Required
Ready to build the AI system your firm actually needs? Start with a technical consultation.
Practice Profitability Audit
12 short questions. A 30-minute discovery call. A 1-page written report listing five specific recoverable workflows in your firm — scored by recovery value × implementation cost — delivered 72 hours after the call.
$499 invoiced after the discovery call. Not before. No subscription. No upsell unless you ask.
WGI Intake Assistant
Start the audit
12 questions about your firm and your current PMS. No firm data leaves your stack. We follow up to book a 30-minute discovery call — that's when the audit clock starts.