48+ AI-Powered Services
Every service the Big Four offers - delivered at a fraction of the cost, with 80%+ automation and 99%+ accuracy.
Service Categories
Click any category to explore the full service lineup
Monthly Close Pack
Standardized close checklist + journal entry templates + variance commentary
Reconciliation Automation Pack
Bank, intercompany, and subledger reconciliation workflows + exception handling
Rolling Forecast & Budget Pack
Driver-based model + monthly refresh + variance bridge
Board/Investor Reporting Pack
KPI dashboard + narrative templates + trend analysis
Productized Packages
Pre-configured service bundles designed to be "obvious buys" - easy to quote, easy to deliver.
Compliance Essentials
Early-stage SMBs
Includes:
Growth Finance Stack
Scaling founder-led businesses
Includes:
CFO Office
Board/Investor Ready
Includes:
Controls & Compliance Retainer
Regulated or risk-sensitive operations
Includes:
Audit Readiness Sprint
Audit in 6–12 months
Includes:
Deal Ready Sprint
Raise, sell, acquire, refinance
Includes:
The "No New Staff" Delivery Story
What gets CPAs excited
Work Becomes Standardized
- • Intake checklist is fixed
- • Workpapers are templated
- • AI executes the methodology
- • Your staff reviews and signs off
Natural Upsell Path
Every SKU creates a natural progression:
Sell Outcomes, Not Hours
Packages are designed to be quoteable in 10 minutes and deliverable with a repeatable cadence. Stop selling hours. Start selling outcomes.
"Don't bill for the digging. Bill for the gold."
Ready to Expand Your Practice?
Deploy any of these 48+ services instantly. No hiring. No training. No overhead.
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