For small accounting & professional-services firms

The busywork,
quietly handled.

The inbox that has to be sorted before real work starts. The files that get renamed by hand. The deadline somebody has to remember. We take it off your desk — inside the Microsoft 365 or Google Workspace you already use.

See what we take

20 minutes, no jargon. Tell us where it hurts and we'll send back a written plan with a price.

What is the busywork actually costing you?

Six questions about a normal week. You'll get a real number — hours, and dollars — before you ever talk to us. Takes about two minutes.

No signup. And if the number is too small to be worth fixing, we'll be the ones to tell you.
A typical small firm12–19 hrs
Per year, at $45/hr$26k–41k
Realistically recoverable~60%

Counted conservatively: the low end of every range, 48 working weeks, and only 60% of the time treated as recoverable. You can check every number.

Sound familiar?

None of this is on a bill. All of it costs you.

Every firm we talk to says a version of the same six things.

"Somebody has to sort the inbox every morning before the real work starts."
"No two people here name a file the same way."
"Our deadlines live in someone's head, or a spreadsheet, or both."
"Chasing clients for missing paperwork is practically a full-time job in season."
"Invoices go out late because somebody has to remember to send them."
"A new inquiry can sit overnight before anyone gets back to them."

Tick what sounds like your firm. Twenty minutes. Nothing to prepare.

What comes off your desk

Eight places the hours go.

We start with three. The ones that hurt most.

Your inbox

Mail read, sorted, and routed. Agency notices escalated the moment they land. Nothing sits.

Your paperwork

Documents named, matched to the right client, and filed. Every time, the same way.

Your deadlines

Reminders that go out on a schedule, not when someone remembers. Escalation before it slips.

New clients

Inquiry to onboarded without a single dropped step. Folders, forms, portal, engagement letter.

Getting paid

Invoices on completion. Overdue chased politely and automatically. Stops when they pay.

Your team

Onboarding, approvals, renewals, meeting notes that turn into actual tasks.

Knowing what's going on

One daily read. What came in, what got handled, what needs you.

What clients see

Status they can check without emailing to ask. Chasers that go out before they have to.

How it goes

Four steps. You do one of them.

01

You fill in the worksheet

Twenty minutes, honestly answered. No technical knowledge required.

02

We read it before we speak

So we don't waste your first call on discovery you already did.

03

One 30-minute call

We talk through what you ticked and what it's actually costing you.

04

A written plan, with a price

If it isn't worth the money, we'll be the ones to tell you.

No, really — almost anything

If a person is doing it by hand,
we can probably automate it.

Most of what we build isn't on any feature list. It's the workaround that only exists because of a decision somebody made in 2016.

  • Old desktop software with no modern integration
  • A spreadsheet three people maintain by hand
  • Documents that arrive by fax, scan, portal and email
  • A report that takes a full day and nobody reads
  • Industry software nobody's heard of outside your field
  • The thing you've stopped even complaining about
What we won't do

Sell you something that won't pay for itself. If the hours aren't there we'll say so on the first call — our own calculator is built to talk us out of the sale when the numbers don't work. We'd rather lose a project than start one that can't win.

How we scope it

Fixed scope, flat price, agreed before we build. We start with one workflow as a pilot — you see it working on your own real work before you commit to anything bigger.

Fargo · Moorhead · West Fargo

We'll come to your office.

Most automation vendors are a support ticket and a time zone away. We're down the road. We'll sit with your team, watch how the work actually moves, and build from what we see — not from what a questionnaire says.

On-site in the F–M metro North Dakota & Minnesota Same time zone, same week You'll know who's building it
Why on-site matters

The most valuable automations we've built came from watching someone work for twenty minutes — not from a feature request. People rarely think to mention the thing that annoys them most. They just do it.

Pricing

A build fee, then a monthly.

We build it, then we keep it running and keep making it better. No per-seat maths.

Starter

One workflow that's costing you real hours. Proof before commitment.

$2,500setup

then $500/month

  • One workflow, built and live
  • Runs in your Microsoft 365 or Google Workspace
  • Review queue — it never guesses silently
  • Ongoing monitoring and fixes
  • Monthly accuracy report
Most firms start here

Growth

The inbox, the filing, and the deadlines — the three that hurt most, together.

$8,000setup

then $1,000/month

  • Three to five workflows, built and live
  • Document recognition and client matching
  • Deadline tracking with escalation
  • Shadow mode first — it watches before it acts
  • Ongoing tuning as accuracy climbs
  • Priority support

Ops Overhaul

Your whole back office, rebuilt. For firms who know exactly what they want gone.

Custom

scoped from your worksheet

  • Everything in Growth, across the firm
  • Custom workflows unique to how you work
  • Client-facing status portal
  • Integration with your practice management tools
  • Named engineer on the account
Straight answers

The questions everybody actually asks.

Is this going to replace my staff?

No. And if that's what you're hoping for, we're probably the wrong fit. What we remove is the work your team already resents — the sorting, the renaming, the remembering, the chasing. Nobody went into this profession to retype invoice numbers. What we see is people getting their week back and spending it on the work that actually needs a human.

Where does my client data actually go?

Most of it never leaves the Microsoft 365 or Google Workspace you already own. We build inside the environment you control.

Being straight with you: some workflows do route through outside services — that's how certain integrations work. When that's the case we name the specific tool, what data touches it, and why, in writing, before we build anything. You approve it or we find another way. You will never discover after the fact that your client data went somewhere you didn't agree to.

What happens when it gets something wrong?

It will, sometimes. Anything that reads a document and makes a judgment starts imperfect and improves with feedback.

That's why nothing we build acts without a review queue. When the system isn't confident it stops and asks a person, instead of guessing quietly and hoping nobody notices. You see every one of those, and each correction makes the next one better. The failure mode is "waiting for you", never "silently wrong".

We tried something like this before and it didn't work.

We hear that a lot. Usually it's the same story: it was switched on everywhere at once, something went wrong early, and nobody trusted it again.

We start with one workflow as a pilot. One thing, built properly, running on your real work, where you can see whether it's actually right before anything else gets touched. If the pilot doesn't earn its keep you've found that out cheaply. Nothing scales until the first thing genuinely works.

How long until something actually works?

Days for the straightforward things — work that just needs to happen reliably and on schedule.

Two to three weeks for anything involving judgment: reading documents, matching them to the right client, deciding what's urgent. Those need a tuning period where accuracy climbs. We'd rather it be right than early, and we'll tell you which category your job is in before you sign anything.

What if we're in the middle of our busy season?

Then we don't touch anything. Tell us your blackout period and we build around it — we can do the work during, and deploy after. Nobody sensible deploys into your busiest week, and we've never been in a hurry that justified it.

We use old software nobody's heard of. Can you still help?

Almost certainly, yes. Modern tools with clean integrations are easy. But most of the real time sink in a small firm lives in the awkward stuff — the desktop program from 2011, the spreadsheet three people maintain, the documents that arrive four different ways. If a person is doing it by hand there's usually a way. Tell us what you're running and we'll tell you honestly whether it's worth it.

What does it cost, and are there surprises?

Fixed scope and a flat price, agreed before we build. You'll know the number before you commit.

The worksheet gives you an estimate of what the busywork is costing you now, using deliberately conservative numbers we show you on screen, so you can compare it against what we'd charge. If the comparison doesn't clearly favour doing it, we'll say so.

You don't need to know what's possible.

That's our job. You just need to know where it hurts.