AI-Native Technology Consulting

Let AI do
chasing client documents.while your team
focuses on what matters.

Decades of deep engineering experience. End-to-end AI systems built into how your firm already operates — including tax season.

7 extra weeks of capacity per employee per year — unlocked by AI-adopting accounting firms.

Book a Free Accounting AI Discovery Call See how it works

80%

Average task time reduction across engagements

30d

First measurable outcomes delivered within 30 days

100%

Team adoption - built into tools your team already uses

0Downtime

Downtime. Phased rollout - your business never stops.

Taking on 3 new engagements this quarter - discovery calls open

Experience earned in complex environments

The problem

Your CPAs are spending tax season doing work a pipeline could do.

A Stanford and MIT study found that accountants using AI reallocated 8.5% of their time from routine data entry to high-value advisory work — a 55% increase in weekly client support. That's not a future prediction. That's happening now at firms that built AI into how they actually work. Your team is still chasing the same client for the same documents they needed last year.

The question isn't whether AI will change accounting. It already has. The question is whether your firm built it in — or bought a subscription nobody uses.

01 — The Document Chase Problem

Tax season is 40% accounting, 60% chasing.

Client documents arrive late, incomplete, or in the wrong format every single year. Your staff sends the same follow-up emails in February that they sent last February. This isn't a client problem. It's a system problem — and it's solvable.

02 — The Data Entry Problem

Your team is manually keying data that already exists digitally.

Bank statements, invoices, receipts — all digital, all structured, all being rekeyed by hand into your systems. Automation adoption is nearly universal among accounting firms at 95%, yet most have only automated payroll and AP/AR. The bigger wins are still uncaptured.

03 — The Advisory Gap Problem

Your best CPAs are trapped in compliance work instead of advisory.

93% of accounting firms say AI supports their strategic advisory role for clients. But most firms haven't built the automation layer that frees their senior team from the grunt work first. Advisory revenue stays capped because capacity is consumed by production.

"The question has shifted from 'if' AI will impact the profession to 'how firms will lead with it.'"

That's from the AICPA and CPA.com 2026 AI in Accounting Report. Firms investing in AI training are unlocking an additional seven weeks of capacity per employee per year. That's not a marginal gain. That's restructuring what your firm can deliver — without adding a single person to payroll.

How we work

From document collection to client delivery — the repetitive 80% runs on AI. Your CPAs handle the judgement.

Every engagement starts with understanding your business from the inside - your processes, your tools, your team. Then we build phase by phase, so you see real outcomes fast without betting the whole operation on a single rollout.

Phase 01

Days 1 - 5

Discover

We map your document collection process, data pipelines, advisory workflows, and return preparation flow. We identify every recurring task — and build the strategy to automate it, starting with the highest-time, lowest-cognition work first.

Deep-dive interviews with your team

End-to-end process mapping

Prioritised opportunity identification

Phased AI strategy with clear ROI targets

Phase 02

Phased Rollout

Build

Agentic document collection (email + phone + status tracking). Deterministic data extraction from PDFs and bank statements — never raw documents fed to an LLM. Fine-tuned advisory memo generation on your firm's historical work. All connected to your existing Google Workspace or Microsoft 365.

Custom AI agents, not off-the-shelf

Embedded into tools you already use

Deterministic pipelines where possible

Human approval on every AI output

Phase 03

Ongoing

Evolve

Real-time tax code and regulation APIs keep outputs current. The system learns from your team's edits and approvals. Continuous data ingestion means every new engagement makes the system smarter. Human review stays on every client-facing output.

User testing and rapid iteration

Learns from approvals and rejections

Continuous new data ingestion

Real-time integrations with live data

Work

Built, shipped,
measured.

Healthcare Technology

BrainCompass by Intelliscape

Built a HIPAA-compliant platform automating a 40-minute manual clinical process end-to-end. The same deterministic-plus-AI pipeline architecture we use for accounting document workflows.

View project

Research-backed impact

“Stanford and MIT research across 79 small and mid-size accounting firms found AI adopters recorded a 55% increase in weekly client support while reallocating 8.5% of time away from data entry.”

Source: Journal of Accountancy, August 2026

Open slot

CPA firm engagement in scoping.

Automated document collection, data extraction, and advisory memo generation. Targeting 70% reduction in time-per-client during tax season. Case study publishing H2 2026.

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Engineering depth

We don't advise on tech.
We build it.

AI & Agents

LLM Fine-tuningRAG PipelinesAgent OrchestrationGuardrailsOpenAIAnthropicLlamaLangChainVector DBs

Cloud & Infrastructure

AWSGCPAzureKubernetesDockerTerraformMicroservicesServerless

Engineering

PythonJavaNode.jsReactFastAPIREST / GraphQLPostgreSQLRedis

Security & Compliance

HIPAASOC 2On-Prem AIData GovernanceEncryptionAccess ControlAudit Logs

Data & Analytics

Data PipelinesETLKafkaSparkSnowflakeBigQuerydbtAirflow

Integrations

Google WorkspaceMicrosoft 365SalesforceHubSpotSlackEHR SystemsBrowser AgentsCustom APIs

MLOps & Deployment

Model DeploymentHybrid CloudCI/CDMonitoringA/B TestingModel VersioningRollbacks

Workflow Integration

Zero New ToolsExisting UIGmail AgentsDocs AgentsCRM AgentsVoice AgentsWeb Scrapers

The team

Builders who've been on
both sides of the table.

Vaarun Sinha

AI & Product Engineering

A serial builder with multiple startups shipped and deep, hands-on AI and agent engineering experience. Has seen the gap firsthand - mid-market companies with real AI budgets and no trusted partner to actually build what they need. Combines startup execution speed with production-grade engineering standards.

AI AgentsLLM EngineeringStartupsFull StackProduct

Vinod Sharma

Enterprise Architecture & Cloud

30+ years inside the world's most demanding technology environments - IBM, Morgan Stanley, PepsiCo, Northwestern Mutual, Bank of Tokyo Mitsubishi. Knows what breaks at scale, what decisions age badly, and what it takes to build systems that last. Brings enterprise-grade architecture thinking to every engagement.

IBMMorgan StanleyCloud ArchitectureEnterprise Systems30+ Years

Our guarantee

You don't commit until
you've seen it work.

Proof of concept first. Payment later.

Every engagement starts with a focused proof of concept - we take one real problem from your business and solve it. If you're not satisfied, we return the consulting fee. No conditions. No questions.

You see real results before committing to a full engagement

Unsatisfied with the POC? Full refund, no questions asked

Phased rollout - you control the pace and the risk

First outcomes visible within 30 days of engagement start

We don't give you a deck and disappear.

We're engineers. We stay in the build until the system is running, adopted, and improving. Strategy without execution is just a slide.

Your data stays yours, always.

All data governed in-house. Hybrid architecture - your sensitive information never leaves your control, even when runtime is in the cloud.

No adoption risk.

We build into tools your team already uses. If they use Gmail, the AI agent uses Gmail. Zero new software. Zero resistance to change.

Ready to see what AI can take off your CPAs' plates?

We'll map one workflow in your firm — document collection, data extraction, or advisory memo prep — and show you exactly how we'd automate it. You see results before you commit.

Free 30-min discovery call

We map one process and show you the opportunity

Proof of concept first

We solve one real problem before you commit

Satisfaction guaranteed

Not satisfied with the POC? Full refund, no questions

Book Your Free Discovery Call

Let AI dochasing client documents.while your teamfocuses on what matters.