Current AI handles accounting and finance processes — including those that require interpretation, judgment, and technical conclusions. Not just data entry and pattern matching. The complex work.
Most report no meaningful productivity gains from AI. Not because the technology is lacking — because they’re bolting AI onto processes designed for humans.
Traditional consulting firms should be driving AI implementation for their clients. Most aren’t. AI implementation directly impacts the hourly billing model that funds their operations.
Where we come in: we take the manual, repetitive layer off accounting’s plate.
Every engagement is shaped to what you actually need — a single workflow rebuild, an end-to-end close redesign, or a full finance function rearchitected around AI. Scope and fee are agreed before any work begins. You pay when it's working, not before.
Discrete process redesigns typically start around $5K. Full-function engagements scale from there based on systems, entities, and complexity. We'll quote a fixed number after a brief scoping call.
All AI processing runs through Anthropic’s API with zero data retention. Your financial data is not stored, logged, or used for model training.
Automations run within your existing infrastructure. We don’t host your data on third-party platforms.
Every AI action logged — data accessed, output generated, decisions made. Full traceability for audit and regulatory review.
This is a sample — not a comprehensive list. Every engagement is scoped to your systems, workflows, and pain points.
The reasoning layer. Runs every judgment and decision in the stack.
Data processing, matching logic, system integration, report generation. Connects to any ERP, billing system, payroll provider, banking platform.
Scheduled automations for portal downloads, balance pulls, report generation, settlement retrieval. Any web-based system.
API usage. No per-seat licensing, no platform fees, no additional headcount.
The build runs on Claude Opus, agent architectures, and full-stack automation — engineered by AI specialists. The accounting rigor comes from CPAs out of Big 4 audit, Fortune 50 SOX, and technical advisory at top-tier firms.
We’ll respond with a specific proposal — what we’d build, how it integrates, and the fixed fee.