Industries · Accounting & finance firms

Month-end shouldn't bleed into the third week. And tax season shouldn't break your staff.

Fixed-fee AI & automation for accounting and bookkeeping firms. Client onboarding, document collection, and data entry automated out of existence — so close happens on time and staff hours go to billable work.

Sound familiar?

What's slowing down accounting & finance firms.

  • Client onboarding stalls waiting on statements and prior returns
  • Month-end close drags into the 2nd or 3rd week
  • Feb–April capacity crunch, 60+ hour weeks, errors climb
  • Staff time burned answering 'is my return done yet?'

The fix

What we'd deploy.

Mapped from this lane's bottlenecks to the specific systems that remove them — every one live or in honest beta, scoped precisely by the audit.

LIVE

Drakon Books

$1,500 setup + $150/mo

Your books close on time, every month — bookkeeping current without you or a bookkeeper touching a transaction. Financial truth, on your schedule.

Learn more
LIVE

Accounting Throughput (B5)

from $8K build + $2.5K/mo

For accounting firms: every non-billable hour automated out of existence — intake, documents, prep — so your team's entire day goes to billable judgment.

Learn more
BETA

The Agent Accountant (C2)

$750 setup + from $399/mo

AI-assisted bookkeeping with an optional CPA-reviewed close — clean books at a fraction of a full-service firm.

Learn more

Who we serve

Honest about fit — on both sides.

We'd rather tell you no than waste your money.

Best fit

  • $1M–$25M annual revenue
  • Founder-led, lean back office
  • Tired of doing the same things by hand
  • Already paying for the right tools, not using them fully
  • Texas, Idaho, Mountain West, Southwest

Wrong fit

  • Under $500K revenue — too early for automation ROI
  • Want a full CRM rip-and-replace
  • Looking to outsource everything to a chatbot
  • Need it free or yesterday
  • Not willing to change a single workflow

First step

Book your $2,500 audit.

See exactly where your accounting & finance firms operation leaks hours and margin.

Two weeks inside your operation, a prioritized automation plan built around this lane's workflow — yours to keep whether or not you build with us.