Your Tax Prep.
Supercharged by AI.

We build AI-powered tools that turn your slowest Excel workflows into your fastest competitive advantage. More accuracy. More capacity. More revenue — without more headcount.

CPAs using our tools are taking on more clients, delivering faster, and eliminating the errors that keep them up at night.

See How It Works Book a Free Call

Real Results from Real CPAs

"I now understand Claude Code. It works great! I'm super stoked about it. The structure is cleaner than what I was doing earlier — it's a lot better than what I was expecting. Even with just the PDF and prompts, we're like 80% there on modeling. This is awesome."

Hiren saved 80% of his staff's time on financial modeling including earn-out agreements, forecasting, and other templates.
Hiren Parmar
Hiren Parmar, CPA
HRX CPAs
LinkedIn Website
16 hrs → 2 hrs
Same model, same accuracy — 8x faster. That's capacity for 7 more clients.
0%
Reduction in manual workflow time. Reinvest those hours in advisory revenue.
< 2 weeks
From kickoff to working tool. Start seeing ROI this month.
Member of & Backed By

What We've Built

AI tools built for tax prep, reconciliation, and the CPA work that eats your busy season

Tax Workpapers & Prep

Turn a shoebox of 1099s, K-1s, W-2s, and source docs into clean, cross-referenced workpapers. Figures tie straight to the return, missing forms get flagged, and you get a reviewer-ready trail — so prep and review take hours, not days.

See it in action →

Document Comparison & Reconciliation

Drop in two or more PDFs or spreadsheets — returns, trial balances, statements, estimates. Get instant variance analysis, flagged discrepancies, and a clean client-ready summary. Stop eyeballing differences line by line.

See it in action →

Financial Models & Statements

Upload a term sheet or raw client data — get a working Excel model or a formatted financial statement in minutes. Debt schedules, waterfalls, sensitivity tables, ratio analysis, and discussion drafts. Take on more deals and more clients without adding staff.

See it in action →

An AI Workforce — Not Just One Assistant

Partner with us and you don't get a single helper. Dozens of specialized AI agents go to work on your project at the same time.

  • 30 agents, one job. While a traditional firm puts one person on your project, we deploy dozens of agents that each tackle a different piece in parallel.
  • That's why 16 hours becomes 2. Work that used to run one step at a time now happens all at once — finished before your coffee gets cold.
  • It scales with you, not your payroll. Need more horsepower for a big client? We add agents, not salaries — and you carry none of the overhead.
Background tasks Completed
30 agents launched in parallel · 819.4k tokens · 23m 01s
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓
✓

How It Works

1

Show Us Your Worst Spreadsheet

Book a call. Walk us through the Excel process that's eating your life. We'll tell you exactly what we can automate and what we can't.

2

We Build It

Our team builds a custom AI-powered tool tailored to your specific workflow. You get a working prototype in under 2 weeks.

3

You Scale Without Hiring

Deploy the tool. Train your team. Take on more clients, deliver faster results, and grow your practice — without burning out or adding headcount. We stick around for support.

Not Ready to Talk? Start Here.

Free tutorials, live demos, and practical guides on our YouTube channel.

Watch Free Tutorials →

Ready to Do More With Less?

Book a free 30-minute call. We'll look at your workflow and show you exactly where AI can save you time, reduce errors, and unlock new revenue.

Book Your Free Call