Helping CPA firms adopt AI with confidence
We train your staff on Microsoft Copilot, Claude in Excel tools, and AI agents.
Collaborating with:
Built for CPA firms
AI Training and implementation Services
AI Training Workshops
From AI basics to advanced prompt engineering, Microsoft Copilot and Claude in Excel, we train your team on the skills they need to use AI effectively in their daily work.
AI Tool Implementation
You do not need to be Computer Science expert to use AI. We will implement ready-to-use AI tools and workflows that save you time and allow you to focus on client work.
Workflow Automation
Have some annoying manual workflows? We build automations using Power Automate, Office Scripts, and Python that handle the tasks your team shouldn't be doing by hand.
Custom AI Solutions
Need on-site local AI solutions? Let us know and we can build them locally.
FAQs
Frequently Asked Questions
Is our client data safe with AI tools?
Yes. We deploy AI tools that run locally on your systems or within your Microsoft 365 tenant. No client data is sent to external servers.
What does AI training cover?
Practical AI skills for accounting work including prompt engineering, Copilot in Excel and Outlook, document review, and building AI into daily workflows. Available virtually or in person.
What AI tools do you implement?
Microsoft Copilot, Cursor for Excel, custom AI agents, and locally hosted AI models. Each tool is configured specifically for accounting workflows.
How long does implementation take?
Training workshops take one to two sessions. Tool implementation projects usually take two to four weeks. We provide a clear timeline during your consultation.
We don't know where to start with AI.
That is exactly what the free consultation is for. We assess where your firm stands today and recommend a practical next step.
Do we need to change our current systems?
No. We work with your existing Microsoft 365 environment. AI gets added on top of the tools your team already uses.
Ready to bring AI into your firm?
Book a free consultation. We will show you exactly where AI can save your team time.