Accounting & CPA firms
Capacity, without hiring.
Accounting firms face a growing workload, a fragmented technology stack and a shift toward advisory work. The firms that connect the repetitive finance layer can increase capacity without making every new client depend on another hire.
The short version: US employers are projected to have about 124,200 accountant and auditor openings each year from 2024 to 2034. At the same time, accounting firms use eight core applications on average and 41% report integration difficulty. We build systems that connect the mechanical layer across client files—document intake, payout reconciliation groundwork, workpaper assembly and recurring reports—so the number that can improve is client files per staff member.
projected US accountant and auditor openings each year, 2024–34.
BLS, 2025accounting degrees awarded in the 2023–24 academic year.
AICPA, 2025used by accounting firms on average across core operations.
Intuit, 2025report integration difficulty across their technology stack.
Intuit, 2025- 1
The constraint is structural, not cyclical
The Bureau of Labor Statistics projects 124,200 openings a year for accountants and auditors from 2024 to 2034. AICPA reported 55,152 accounting degrees awarded in 2023–24, down 6.6% from the prior year. Hiring remains part of growth; connected systems reduce how much repetitive work every hire inherits.
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The work we take off your team
Document collection and chasing, transaction categorisation prep, bank and card reconciliation groundwork, payout splitting for ecommerce clients, workpaper assembly, and the recurring monthly reports that repeat almost identically across dozens of files. Your staff review and sign. They stop typing.
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Why the economics favour firms
The first client file we automate costs the most. The tenth on the same template costs very little, because the system already exists. This is precisely why automation pays better for a firm than for any single business, and why we like working with firms.
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What we won't do
We don't provide tax advice, we don't sign anything, and we don't automate professional judgment. The engagement stops exactly where your professional responsibility begins, and we put that in the contract.
Questions
What firms ask us first.
Do you compete with us for client work?
No, and we'll sign something saying so. We build for firms, not around them. If a client of yours approaches us directly, we route them back to you.
Can we white-label this?
Yes. The partner deployment can sit behind your brand, with responsibilities, support boundaries and data access documented for your team and clients.
How do we price it to clients?
You can keep pricing unchanged and use the capacity as margin, pass part of the efficiency through, or create a higher-value managed service. The assessment models each option using your actual client economics.
What about client data and confidentiality?
Least-privilege access per client file, data segregated between clients, nothing used for training, and access revoked at the end of an engagement. Full detail is on the security page, and your own risk review becomes part of the implementation plan.
Next step
Let's talk about your capacity.
Fifteen minutes. Tell us where the work piles up and how many clients you carry, and we'll tell you what's worth automating first and what a partner arrangement would look like.