Accounting firms with recurring client work
Bookkeeping, CAS and monthly accounting teams of roughly 5 to 30 people, where the same client work repeats every month.
Who it’s for
Built for recurring accounting and finance operations.
Accounting firms and lean finance teams, and we would rather you decide from this page than from a call. If your team is not the shape below, that is worth knowing in the next two minutes rather than in week three.
The fit
Where this works well.
Lean finance teams
Controllers and heads of finance running entities, weekly payments, reconciliations and reporting cycles with a small team.
The data already exists somewhere
Your accounting system, inbox, spreadsheets and workflow tools hold the information. People still connect them by hand.
Recurring, bounded work
Payment preparation, reconciliations, close work, document chasing, reporting and status monitoring.
Comfortable working in writing
You would rather read a written teardown on a Tuesday evening than sit through a discovery call.
Judgment stays with your people
You want the preparation handled and the professional decisions left firmly with your team.
The signals against
Where we would turn you down.
Every one of these has come up. Saying so here is cheaper for both of us than discovering it after an invoice.
- You want an outsourced accounting team We automate and operate recurring processes. We do not do the bookkeeping, make accounting judgments or sign anything.
- You want unlimited bespoke work One meaningful priority is in progress at a time on Managed Automation, several on Embedded. That is the constraint.
- You want the core systems replaced We build around your accounting, document and communication systems. We do not replace them.
- You want autonomous client contact Client facing actions stay behind human approval. If you want unsupervised sending, this is not it.
Still unsure? Show us one process.
The written teardown is free, and if it shows this is not worth doing for your team, we will say exactly that.