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Workflow automation for accounting and bookkeeping firms

Your apps working together, automatically, around the clock. Workflow automation set up for accounting and bookkeeping firms, connected to Karbon, TaxDome or Canopy, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for accountants using Super Intelligence (SI) automation.

  • Following up on client documents8 3 hrs a week
  • Answering status emails4 1.5 hrs a week
  • Sending engagement letters2 0.5 hrs a week
  • Invoicing and payment reminders3 1 hr a week
  • Screening new prospects2 0.5 hrs a week

How it works

  1. We shadow your week

    A short time audit shows where your team’s hours actually go.

  2. We pick the biggest time savings

    For most accountants, document collection during tax season are the biggest wins.

  3. We build and test

    Workflows connect the apps you already use, with SI steps for reading, sorting and drafting.

  4. You approve before launch

    Your team sees each workflow run on real examples before it goes live.

  5. We watch every run

    Failures alert us immediately, and fixes are covered by your retainer.

At a glance

Typical time saved
6–20 hours a week
Time to launch
2–4 weeks
Connects to
Karbon, TaxDome or Canopy

Your business runs on information moving between apps: from an email to a spreadsheet, from a form to an invoice, from a signed contract to a project folder. We find those handoffs, connect your apps with Zapier, Make or n8n, and add SI steps where reading, sorting or summarizing used to need a person.

Ground rules

Client financial documents travel through your existing secure portal. The automation sends requests and reminders, never the files themselves.

Anything that moves money or sends something legally binding gets a human approval step unless you tell us otherwise in writing.

Questions

Will it work with Karbon, TaxDome or Canopy?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

Zapier, Make or n8n?

Whichever fits your volume and budget. Zapier is simplest, Make handles complex logic cheaply, n8n can be self-hosted. We explain the trade-off in your plan.

What if an automation breaks?

We monitor runs. Failures alert us, and on a retainer we fix them without a new invoice.

Related

More for accounting and bookkeeping firms

Workflow automation in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

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