We turn manual accounting workflows into automated processes.

We help CPA firms automate their work with safe and compliant automation and AI tools that run on your own systems. No data leaves your firm.

Schedule a free consultation

What we do for CPA firms

We help firms adopt automation and AI safely and efficiently

Staff training

Live virtual or in-person training on Microsoft tools like Power Query, Power Automate, Office Scripts, and AI for accounting workflows.

Microsoft 365 implementation

We automate repetitive accounting workflows using Office Scripts, Power Automate, SharePoint, and Excel.

Private, locally run AI tools

We build AI tools that run on your own computers. These tools are fully confidential, compliant, and secure.

Need custom solutions?

We streamline bottlenecks by building tailored automations and scripts that match how your firm works.

Trusted By

We train professionals at the following CPA bodies:

CPA Ontario
CPA Alberta
CPA British Columbia

How it works

Step 1: Book a free consultation

Step 2: We review your workflows

Step 3: We deploy the automation

FAQs

Frequently Asked Questions

Do you work with Power Automate and Microsoft 365?

Yes, we specialize in Microsoft 365 automation for accounting workflows.

Do you offer staff training?

Yes. We provide customized virtual and in-person training for teams of all sizes.

How long do projects take?

Most projects are one-off and completed within a few weeks.

We don’t know where to start.

Book a free consultation and we will guide you step-by-step.