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.
"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."
"We're never going back to working the way we were before."
"I was stunned, and quickly shared with my whole team."
AI tools that make your best people even better
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.
See it in action →Drop in multiple estimates. Get instant variance analysis, flagged discrepancies, and a clean client-ready summary. Fewer errors, faster turnaround, happier clients.
See it in action →Connect your client's data. Get formatted statements, ratio analysis, and discussion drafts. Spend your time on advisory, not formatting.
See it in action →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.
Our team builds a custom AI-powered tool tailored to your specific workflow. You get a working prototype in under 2 weeks.
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.
Free tutorials, live demos, and practical guides on our YouTube channel.
Watch Free Tutorials →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.