The full suite
Everything in the suite
A modular AI suite for accounting and bookkeeping firms. Turn on what you need, leave the rest. Every module drafts and recommends — you approve before anything is sent, signed, or filed.
What you need to get started
- A Claude subscription — the AI that powers every skill in the suite.
- A Make or Zapier account — the connector that links the suite to QuickBooks, Xero, email, calendar, and your other tools.
That's it. No new accounting platform to learn, no rip-and-replace.
Financial & CFO
- Close review (7-point pre-flight; transaction-deep at year-end)
- Monthly P&L brief
- Monthly balance-sheet brief
- AR/AP working-capital brief
- CPA review (re-verifies and recalculates, scores the report)
- Pre-mortem review (ASPE or US GAAP)
Client reporting & advisory
- Narrative financial reports from Xero data
- CICBV-aligned business valuations with a client data-request list
- Benchmarking & cash-flow analysis
Practice admin
- Inbox triage & drafting
- Scheduling
- Document collection (PBC lists, chasing, auto-filing)
- Client communication & follow-ups
- Meeting notes → tasks
- Client onboarding (engagement letters, intake forms, e-signature routing)
- Deadline & compliance reminders
Operations
- Chief of staff routing
- Morning brief, status, weekly review
- Calendar, contacts, CRM sync, team accountability, comms cadence
- Scheduled tasks & away-mode coverage
Growth & marketing
Optional- Market & competitor analysis, buyer research
- Outreach, follow-up sequences, email campaigns, newsletters
- Landing pages, lead magnets, proposals, case studies, referral requests
- Lead sourcing & enrichment
Content & brand
Optional- Social content, content strategy, repurposing, carousels
- Graphics, presentations, image generation
- Publishing to site and social channels
Legal
Optional- Contract review, NDA triage, compliance checks, risk assessment, e-signature routing
Security
Always on- Daily security sentinel — watches the whole system for risky access or data exposure and reports straight to you. Read-only; it never changes anything.
Turn on what you need. Approve everything that goes out.
Every module drafts and recommends — you approve before anything is sent, signed, or filed.