AI for accounting firms Canada
AI for accounting firms
Return prep, month-end close, and client document chase without the busy-season grind. 2x ROI in 90 days, or we work free.
Busy season runs on overtime.
The same returns, the same checklists, the same April. Capacity is capped by hours nobody has.
Clients send documents late and wrong.
Half the engagement is chasing slips, statements and signatures. None of it is accounting.
The close drags into the next month.
Reconciliation and categorization by hand, every month, for every client.
What we build for accounting firms
First-pass return prep.
Client slips and statements extracted into the return workflow. A CPA reviews and signs; the assembly work disappears.
Month-end close automation.
Transactions categorized and reconciled first-pass against your firm's rules. Exceptions queue for a person.
Client document chase.
PBC lists pursued automatically until complete: slips, statements, signatures.
Engagement letters and onboarding.
New clients gathered, papered and filed without partner chasing.
Bookkeeping categorization with firm rules.
Your chart of accounts and your judgment calls, encoded once and applied consistently.
Advisory prep briefs.
Client financials summarized before every meeting, so the conversation starts at the insight.
Proof, honestly
We have not published a case study in accounting firms yet. Here is the system we would adapt, and the founding-client terms.
We have not published an accounting case study yet, and we say so. Founding clients get priority scheduling, direct founder involvement, and a co-published case study once the numbers are real. The 2x ROI guarantee applies from day one.
We guarantee 2x ROI inside 90 days. Our average client sees 4.1x within 120. The floor is the promise; the average is what actually happens.
The numbers in accounting firms
Accounting firm AI adoption jumped from 9% to 41% in 2025 (CPA.com, 2025).
CPA.com · 2025
AI-using accountants closed monthly statements 7.5 days faster (Stanford GSB, 2025).
Stanford GSB · 2025
Built around your rules
CPA Code of Professional Conduct
Built to respect confidentiality rules. Every filing-bound output is a draft a CPA reviews and signs; the professional stays responsible for the work.
CRA records and the Income Tax Act
Workpapers and records are kept to the retention and audit-trail standards your practice already runs. The system prepares; your people file.
FINTRAC obligations for accountants
Where your firm performs triggering activities, the system prepares client-identification records and flags gaps. Reporting decisions stay with your compliance lead.
BC PIPA and PIPEDA
Client personal and financial information handled to respect both, with residency scoped per engagement.
Client financial data stays inside firm-controlled accounts under no-training API terms, scoped per engagement with audit logs.
Tech choices for accounting firms
See the full capability mapClaude
Slip and statement extraction, first-pass categorization with firm rules.
Supabase
Per-engagement store with access scoped per team.
Modal
Scheduled close runs and document-chase sequences.
Run your numbers.
Your operations
Savings use the low end of our 25-50% hours-reclaimed range. The math is conservative on purpose.
The math
Calculated at the low end of every range.
If this math doesn't come true within 90 days, we work for free.
The hard questions
Free · 3-5 days
Know your number in five days.
We map your operations, find the highest-ROI automations, and hand you a ranked plan with the payback math attached. Yours to keep, whoever builds it.
Prefer to talk first? Book 15 minutes with James. No pitch deck.