For accounting firms and CAS teams
Your name stays safe on the number. You keep the code.
Your people already use AI on client work. Some have not said so. We build the part under the AI: the controls, the records, and the links to each client’s books. Then we build the first workflow with you — the close. AI drafts. Code checks. A person you name says yes before anything posts.
Free, 20 minutes. For accounting and CAS firm owners. No access or install.
AI on the real work. A name on each post.
You close the books for many clients. Each one has its own close, its own rules, and its own late nights. AI can take a real share of that work. We build the part that makes it safe on client books. Then we build the first workflow with you: the close, run the same way for every client. And it ends with a person, every time.
Who asksYour insurer’s form asks how the firm watches AI use. §7216 and the Safeguards Rule apply, written policy or not. Your quality management system asks the same thing. What are your people doing?
Your name stays safe.
Nothing posts until a person you name says yes. Every step is written down. So you can show your work.
All your clients. One close.
Each client gets the same close, run the same way. Their calendar. Their chart of accounts. Their limits.
Your AI rules, in writing.
Every AI tool your people use on client work, on one list. The policy sits on top of it.
You keep the code.
What we build is yours. Move it, change it, or leave us. It still runs.
Seven jobs. Each one ends with a person.
Each one runs a real part of the close, in the order it runs. Every one of them ends with a person. That is the part your licence cares about.
Set up for your clientsIn the build, we set each job up for your client base. Their calendars. Their charts of accounts. Their limits. Your review steps.
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Coding that learns from your fixes
It guesses the account for each transaction. An accountant checks the guess. Every fix goes back into the coder that made the guess.
Your firm’s coding calls build up as a rule. They do not stay in one person’s head.
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Bank recs
It pulls in the bank lines and proposes the matches. A person confirms each one. It does the tie-out. The rec is not done until it balances.
Each open item has an owner. And a trail. Not a sheet copied forward.
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Schedules
It spots prepaids and fixed assets in the transactions. It proposes the schedule. A person says yes before anything is booked. Change a term, a life or an account, and the entries are redone.
The schedules stay current all year. Not rebuilt at year end for the audit.
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Leases (ASC 842) and revenue (ASC 606)
You edit the terms in draft. Then it measures the schedule and keeps it. The first entry always waits for a yes. Disclosures and tie-outs come from the same records. A change to a revenue contract re-splits the price. It does not touch closed months.
A contract change shows you its catch-up. It does not quietly restate a month you closed.
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A written close
A checklist for each period. Each task has a due date, a named preparer, and what it waits on. It checks the tasks against the live books. Then the period locks.
The process is written down. It does not live in one person’s head through busy season.
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One prepares. One says yes. Per client.
The review policy is set per client. Who can approve what, and up to what amount. The one who prepares is never the one who approves.
“Who approved this, and on what basis?” You have the answer before they ask.
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Your AI rules, in writing
The AI Register sits under the policy. Every AI tool that touches client work. What goes into it. Whether anyone has read the terms. How it sits in the books. Each finding names the rule it rests on. It runs in your browser. Your answers never leave it.
The insurer’s form comes. The list is done. No scramble.
Jobs you do not need are switched off. They are not shipped as clutter.
Nothing posts without a name on it.
The AI reads, drafts and proposes. Plain code does the sums and the checks. A person you name says yes to anything that reaches the books. There is no unwatched posting. And there is no setting that turns it on.
Why this mattersIf you cannot show how a number was made, you end up defending it by hand. The proof is the product.
- Four levels of risk
- Every action gets a risk level. If it touches the books or a client, a person must approve it first. If the system does not know an action, it treats it as the riskiest kind.
- Two people, two jobs
- The one who prepares is never the one who approves. You set who can approve what, per client and per amount.
- Plain proposals
- Before, after, the source, the risk, who must approve, and when it expires. All on one screen.
- One record
- The prompt, the run, each step, the proposal, the yes or no, and the post. One chain. You can walk it backwards.
- A circuit breaker
- If a task starts to get things wrong, the system takes away that task’s freedom and tells you. It can only step down. It can never step itself up.
- Answers show their source
- Every answer says the period, the basis, the source, and when the data was synced. If it could not check a thing, it says so.
Start free. Stop at any step.
Five rungs. Each one stands on its own. Nothing commits you to the next. You keep the code.
On priceThe Sprint and the Bootcamp have set prices. The build and the run are quoted for each firm. The build is for firms with 15 or more client sets of books. Below that, start with the Sprint or the Bootcamp.
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Close teardown
Free · 20 minutes · accounting and CAS firms
Bring your recurring client count, delivery team size, and one typical close. We find the work that repeats and say what is not worth building.
A one-page map on request, sent within 48 hours. Yours to keep, with no purchase required.
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The Sprint
$2,000 · one payment · one firm · yours for good
Three questions. You get your build plan and four files to start from. Your own workspace builds from them. Buy the Bootcamp later and the $2,000 comes off the seat.
Your firm owns the Sprint under a licence that never ends. Run and change the code. No per-seat charge or renewal.
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The Bootcamp
$5,000 · four live weeks · small group
The Sprint is included. We build your first workflow with you, live, and make the judgment calls. Your team builds the rest.
The Sprint, plus your first workflow, done.
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The build
Four weeks · quoted for your firm
One month-end close for every client you have. We move the first clients onto it. Week one is the check-up: read-only access, a map of what does not match, and the plan. You are buying an asset for your firm. The system we build for you is yours on payment in full.
AI and hosting are running costs. Any support you choose is separate from the asset purchase.
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Running it
Optional · monthly · two plans · quoted for your firm
Base. We run the software for you. It runs in your own cloud account. We manage who can sign in, on your say. We look after your APIs, the links to your AI and your other tools. We can get in and fix them. We do not control them. The accounts stay in your name, and you pay for them.
Plus. Everything in Base. And 20 hours a month to build new features you ask for.
A separate service you can choose. Stopping it does not take away the system you own.
Try the free AI Register first. It takes 90 seconds.
Name the AI tools your people use on client work. The Register builds itself. Every tool. Does client data go in? Has anyone read the terms? Can you trace the cost by person and by project?
It runs in your browser. Your answers never leave it. No email. You end with a page about your firm, not a brochure about ours.
Findings cite 16 CFR §314.4(f) and AICPA ET §1.700.040.
Also free: The Control DiagnosticTwelve questions on six layers of control. About six minutes. It names the layer least ready for AI. The result stays on your screen. Sharing it is up to you.
Run the Diagnostic →
Find the work your close repeats.
A free, 20-minute diagnosis for accounting and CAS firm owners, typically with 30–80 recurring clients and a delivery team. We walk one typical close, name the work that repeats, and say what is not worth building. If you want a one-page map, we send it within 48 hours. You keep it whether or not anything follows.
No access, no passwords, nothing installed. We talk through one typical client close.
Not quite you?Fractional CFOs →
PE-backed roll-ups →