An accounting system where the software does the repetitive work and asks you about the rest in plain language. Up to five years of back-book cleanup included in the Done-For-You build.
Book a 30-Minute Look at Your BooksThe Problem
Months — or years — of uncategorized transactions is the worst job in a small organization, and it is the job this technology is genuinely best at.
We set up an accounting system where the software does the repetitive work and asks you about the rest in plain language. No jargon, no guessing. It walks you through the decisions, you say yes or no, and it makes the change in your books.
Your bank and card feeds, your chart of accounts, your invoicing — set up and connected. You own the software and the data. We build the system around you rather than holding it hostage.
Behind on your books? That is exactly what this is for. We point the system at your backlog, it works through the pile, and it brings you only the calls it cannot make alone. Up to five years of cleanup is included in the Done-For-You build.
How It Works
The build is a fixed-scope project, not a subscription you can never leave.
Your accounting platform, your bank and card feeds, your categories, your invoicing — set up and connected. The account is yours and stays yours.
Categorizing, matching receipts, catching duplicates and odd charges. The repetitive work that eats your evenings and inflates your bookkeeping bill.
“Is this meal a client meal or personal?” You answer in one click. No accounting vocabulary required, and a named reviewer checks the result before it lands.
What It Costs
One-time fees under a signed, fixed-scope agreement. No monthly lock-in to us.
We build the whole system and clean up up to five years of back books. You get written procedures, live training, and a system that is current on day one. This is the one to choose if you are behind.
We design the system and walk you through building it yourself, then check your work. Current books only — no historical cleanup. Best if you are already caught up and want the structure without the labor.
Book a 30-minute look at your books. We will tell you straight how far behind you are and which build fits. No charge, and no obligation to use either one.
How We Operate
Automation is only useful in accounting if it is governed. These four rules apply to every system we build and every engagement we run.
Every system we build names a specific person who reviews AI output before it becomes part of the books. Not “someone on the team” — a name. AI can be confidently wrong, and it fails quietly on the unusual transactions rather than the obvious ones.
No system we set up is given authority to initiate a payment, transfer, or disbursement. Automation reads, classifies, flags and drafts. A person authorizes.
Allocation of shared costs, revenue recognition judgments, functional expense classification — these are policy decisions. They get written down by a person and the software follows the policy. The software does not invent the policy.
If a machine touches your books, an auditor will ask how it works and who checks it. We document that from day one, so the answer already exists when the question arrives.
Independence
We will build your accounting system, or we will audit you. Never both for the same organization.
If a firm builds and maintains the records it later audits, it is reviewing its own work. Professional standards treat that as a self-review threat, and an opinion issued without independence is worth very little to a board, a funder, or a federal agency reviewing a Single Audit.
So we ask early which one you need. If you are an audit client and you want the AI accounting build, we will refer you to another provider and stay your auditor. If we build your system and you later need an audit, we will refer you to another firm and stay your accountant.
You keep the choice either way, and you never end up with an opinion someone can discount.
The Fine Print
We would rather set the expectation correctly than win the engagement and disappoint you in month two.
Published accuracy figures for transaction categorization come from the software vendors, not from us, and they describe categorization out of the box — not the accounting function as a whole. Actual results vary by business. We do not guarantee an accuracy rate, an amount of time saved, or a financial outcome.
AI output can be wrong and always needs a human reviewer before it enters your books. Every system we build names that reviewer.
Software subscriptions are bought and held by you directly and cost extra. They are not included in the fee and we do not resell them. We are not a reseller or agent for any AI or accounting software vendor and we do not control their pricing or availability.
Fees shown are for standard-scope work under a signed agreement governed by Texas law.
Everything on this page condensed into a single PDF you can forward to a board or a partner — the three service lines, who signs, the pricing, and the limits.
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