Your team is spending 30% of their time on work that shouldn't need a human.
We find exactly which parts of your business AI should handle — and build those tools. Wired to the systems you already use.
25 min. Free. We'll tell you honestly whether this applies to you.
AI Tools for Bookkeeping Firms & Marketing Agencies
The gap between what your team does best and what they spend most of their time doing — that's where we work.
Bookkeeping Firms
of billing time is receipt capture, GL coding & reconciliation.
Your expertise is in accounting. But the work is: open email, download receipt, enter into QuickBooks, code the GL, reconcile the bank. Repeat. For every client. Every month.
Marketing Agencies
of your team's capacity disappears into building client reports.
Your value is strategy and creative. But 8–15 hours per client per month go to pulling numbers from GA4, Google Ads, Meta, and LinkedIn, formatting them, and sending them. Almost none of it billable.
How the Discovery & Analysis Sprint Works
Every engagement starts with the Discovery sprint. You know exactly what you're buying before committing to anything else.
Discovery & Analysis Sprint
We embed in your workflows. Map every manual process. Identify every place AI can do the work instead — and size the ROI. You leave with a written document you can act on.
- Week 1: Sit with your team (or work async). Map every workflow step — who does it, how long, what system it lives in.
- Week 1: Identify every repeatable task that AI can own instead of a human.
- Week 2: Assign time savings per opportunity (conservative). Prioritize by ROI.
- Week 2: Deliver the written roadmap with exact projections and the Step 2 fixed monthly cost.
You receive: Discovery Report · Prioritized AI Opportunity Roadmap · ROI model per workflow · Fixed monthly cost for Step 2 · Our honest recommendation (we'll tell you if ROI doesn't justify it)
Roadmap Execution + Maintenance
We build the AI tools from your roadmap — in priority order — and keep them running. New workflows added every month. Everything monitored.
- Phase 1 quick wins built in Months 1–2 — visible time savings within 6 weeks.
- 2 new workflow additions per month from the approved roadmap.
- All live tools monitored — accuracy alerts, failure notifications.
- Monthly review call (30 min) — assess performance, reprioritize.
- Bug fixes and updates as platforms change (API changes, format changes).
Monthly report: Workflows live · Hours saved · Accuracy metrics · Exceptions handled · Next month additions
Who We Work With: Bookkeeping Firms and Marketing Agencies
We go deep on specific problems rather than broad across every industry. If you're one of these, we can show you the exact ROI before you commit to anything.
Bookkeeping Firms
2–20 staff · 20–100 client entities · QuickBooks or Xero
- Growing but adding clients means adding staff hours
- Receipt entry and GL coding taking 3–5 hrs per client per month
- Bank reconciliation done manually at month end
- Chasing clients for documents on every cycle
- Billing ceiling you can't get past without more headcount
Marketing Agencies
5–30 staff · 10–30 clients · Paid media on 3+ platforms
- Account managers spending 8–15 hrs per client on monthly reports
- Pulling data from GA4, Google Ads, Meta, LinkedIn every month end
- Report formatting done by hand every time
- Onboarding a new client takes 4–8 hrs of account manager time
- Adding clients without adding staff feels impossible
Not sure if this applies to you?
The Discovery call costs nothing. We'll tell you honestly in 30 minutes whether AI would meaningfully change how your team spends their time.
Book a Discovery Call →25 minutes. No pitch. Just an honest look at your workflows.
Book a Discovery Call — 25 Minutes, Free
We'll talk about what your team actually spends time on, and tell you honestly whether AI would make a meaningful difference.
Book a 25-Minute Discovery Call →Or email directly: [email protected]
- 01 We ask about your team's workflows — what takes the most time, what systems you use.
- 02 We tell you honestly whether AI would help and roughly what the ROI looks like.
- 03 If it's a fit, we walk through the Discovery sprint — what it covers and what you get.