Your Expertise.
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

"We're never going back to working the way we were before."

Bijal Vakharia
Bijal Vakharia, CPA
Amish Shah CPA

"I was stunned, and quickly shared with my whole team."

Michael K. Park
Michael K. Park, CPA
Dunham Associates CPAs
16 hrs → 2 hrs
Same model, same accuracy — 8x faster. That's capacity for 7 more clients.
80%
Reduction in manual workflow time. Reinvest those hours in advisory revenue.
< 2 weeks
From kickoff to working tool. Start seeing ROI this month.

What We Build

AI tools that make your best people even better

Term Sheet → Financial Model

Upload a PDF term sheet. Get a working Excel model in minutes — debt schedules, waterfall analysis, sensitivity tables. Take on more deals without adding staff.

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Insurance Estimate Comparison

Drop in multiple estimates. Get instant variance analysis, flagged discrepancies, and a clean client-ready summary. Fewer errors, faster turnaround, happier clients.

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Financial Statement Prep

Connect your client's data. Get formatted statements, ratio analysis, and discussion drafts. Spend your time on advisory, not formatting.

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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