We build custom tools for accounting firms, law offices, and agencies who've outgrown off-the-shelf software.
Take the AI Readiness AssessmentProfessional services firms face a unique technology dilemma: generic tools can't handle your complexity, but enterprise solutions are overkill and overpriced. Here's what we hear most.
QuickBooks was great when you were a 5-person firm. Now you're at 30 and it's holding you back. Your team is building workarounds on top of workarounds, and the duct tape is showing.
Clients expect instant updates and proactive communication. But when your team is juggling email threads, phone calls, and three different portals, things slip through the cracks — and client trust erodes.
Your most valuable people are spending hours on timesheets, invoice generation, and report compilation. That's billable time burned on non-billable work — and it adds up to thousands of dollars every month.
Client files in Dropbox, notes in email, financials in QuickBooks, tasks in Asana, contacts in Outlook. Your data lives in a dozen places, and getting a complete picture of any client or project requires a scavenger hunt.
We build platforms tailored to your exact workflows — whether that's a client portal, a practice management system, or a custom CRM. No compromises, no workarounds. Software that fits like it was made for you, because it was.
Stop manually extracting data from documents. Our AI solutions can read, categorize, and process contracts, invoices, tax documents, and client correspondence — reducing data entry by 80% or more.
We analyze your firm's workflows end-to-end and identify where time is being wasted, where errors creep in, and where automation can free your team to focus on high-value client work.
Already have tools you love? We connect them. Need to upgrade? We handle the migration without disrupting your practice. One unified view of your clients, projects, and financials.
A growing CPA firm was losing senior associates to burnout. With 200+ clients, tax season meant 70-hour weeks — not because of complex accounting work, but because of manual data entry, document sorting, and report generation. The managing partner estimated that 40% of their time during peak season was spent on tasks that "a computer should be doing."
We built a custom AI-powered document processing pipeline that could ingest client documents (W-2s, 1099s, bank statements, receipts), extract relevant data using machine learning, categorize it automatically, and pre-populate their tax preparation software. We also built a client portal for secure document upload and real-time status updates, eliminating hundreds of "where's my return?" phone calls.
I've been in public accounting for 22 years, and this is the single biggest improvement to our practice I've ever seen. Our team went from dreading tax season to feeling in control. We're doing better work, our clients are happier, and for the first time in years, my senior associates aren't threatening to quit in April.
Your firm deserves technology that matches your expertise. Take our free assessment to see where AI and custom software can make the biggest impact, or schedule a conversation with our team.