Every process we automate, by industry
Pick the work that is costing you the most hours. Each page covers what the manual version costs, how the automated version runs, and what it takes to build.
A note on how we build: the systems your business runs on are deterministic. Where a language model genuinely helps, we use one. Where a wrong answer would cost you money, we do not put a model in the path.
CPA Firms
Overview for this sector- Email Triage for CPA Firms
- Document Intake for CPA Firms
- Client Onboarding for CPA Firms
- Bank Reconciliation for CPA Firms
- Billing and Invoicing for CPA Firms
- Proposal Generation for CPA Firms
- Compliance Monitoring for CPA Firms
- Expense Categorization for CPA Firms
- Accounts Payable for CPA Firms
- Accounts Receivable for CPA Firms
- Audit Preparation for CPA Firms
- Financial Reporting for CPA Firms
- Tax Preparation for CPA Firms
- Data Entry for CPA Firms
- Appointment Scheduling for CPA Firms
- Client Follow-up for CPA Firms
Law Firms
Overview for this sector- Email Triage for Law Firms
- Document Intake for Law Firms
- Client Onboarding for Law Firms
- Billing and Invoicing for Law Firms
- Proposal Generation for Law Firms
- Contract Review for Law Firms
- Compliance Monitoring for Law Firms
- Accounts Receivable for Law Firms
- Matter Management for Law Firms
- Conflict Checking for Law Firms
- Data Entry for Law Firms
- Appointment Scheduling for Law Firms
- Client Follow-up for Law Firms
Financial Advisory
- Email Triage for Financial Advisory
- Document Intake for Financial Advisory
- Client Onboarding for Financial Advisory
- Bank Reconciliation for Financial Advisory
- Proposal Generation for Financial Advisory
- Contract Review for Financial Advisory
- Compliance Monitoring for Financial Advisory
- Expense Categorization for Financial Advisory
- Accounts Payable for Financial Advisory
- Financial Reporting for Financial Advisory
- Data Entry for Financial Advisory
- Appointment Scheduling for Financial Advisory
- Client Follow-up for Financial Advisory
Consulting Firms
- Email Triage for Consulting Firms
- Document Intake for Consulting Firms
- Client Onboarding for Consulting Firms
- Billing and Invoicing for Consulting Firms
- Proposal Generation for Consulting Firms
- Contract Review for Consulting Firms
- Expense Categorization for Consulting Firms
- Accounts Receivable for Consulting Firms
- Data Entry for Consulting Firms
- Appointment Scheduling for Consulting Firms
- Client Follow-up for Consulting Firms
Insurance Agencies
- Email Triage for Insurance Agencies
- Document Intake for Insurance Agencies
- Client Onboarding for Insurance Agencies
- Proposal Generation for Insurance Agencies
- Contract Review for Insurance Agencies
- Compliance Monitoring for Insurance Agencies
- Data Entry for Insurance Agencies
- Appointment Scheduling for Insurance Agencies
- Client Follow-up for Insurance Agencies
Restructuring Advisory
Overview for this sector- Document Intake for Restructuring Advisory
- Client Onboarding for Restructuring Advisory
- Proposal Generation for Restructuring Advisory
- Contract Review for Restructuring Advisory
- Compliance Monitoring for Restructuring Advisory
- Financial Reporting for Restructuring Advisory
- Matter Management for Restructuring Advisory
- Conflict Checking for Restructuring Advisory