Managed AI & Automation for Accounting Firms

Take repetitive work off your firm’s plate.

Firm AI Ops designs, builds, and maintains practical AI-powered workflows for client onboarding, document collection, meeting preparation, work-status monitoring, and management reporting.

Built in 30 days. Managed month after month.

Firm automation planAccounting operations · Monthly view

Managed by Firm AI Ops

LAUNCHED2 workflows

HUMAN REVIEWRequired

NAMED OWNERClient services lead

WORKFLOWSTATUSNEXT HUMAN STEP

Client document collection14 active requests · monitored

Running

Review 3 reminder draftsClient services lead

Advisory meeting briefSource check completed · 08:42

Review

Approve Thursday briefAdvisory partner

OPERATIONS NOTE · TODAY

Document portal permission reviewed. One incomplete request routed to the firm owner; no client message released.

Firm AI Ops / Operator

The operating problem

Familiar work keeps stealing attention.

Important administrative work sits between systems, inboxes, spreadsheets, and people. It is repeatable—but still needs ownership, context, and a safe route for exceptions.

BEFORE

08:10Export open-client list
08:35Check portal and inbox manually
09:20Draft reminders one by one
10:05Ask managers about exceptions
10:40Update the tracking sheet

WITH FIRM AI OPS

MONITORWorkflow checks approved sources
PREPAREDrafts and status changes are assembled
REVIEWNamed owner sees exceptions and actions
APPROVEYour person decides what leaves the firm
IMPROVEFirm AI Ops maintains the workflow

Automation menu

Start where the work is clear.

We choose two workflows with defined inputs, steps, owners, and review points—not the most ambitious process in the firm.

Client onboarding

Coordinate forms, tasks, and internal handoffs from acceptance to ready-to-work.

Document collection

Track requests, prepare reminders, and route exceptions to the right owner.

Meeting preparation

Assemble client context, open items, and a review-ready briefing before the meeting.

Work-status monitoring

Collect workflow signals and surface stalled work without another manual tracker.

Management reporting

Turn operating data into a consistent, review-ready weekly or monthly report.

Advisory report preparation

Gather approved source data and prepare recurring packs for professional review.

30-day implementation

Map → Build → Test → Launch

One focused launch window for two agreed workflows, followed by ongoing management.

01 / MAP
Define the work
Inputs, tools, permissions, owners, approval steps, exceptions, and success checks.
02 / BUILD
Connect the steps
Configure the workflow, integrations, operating rules, and clear action history.
03 / TEST
Run real scenarios
Check normal cases, edge cases, data access, human review, and escalation paths.
04 / LAUNCH
Put it into operation
Train owners, release the defined workflows, begin monitoring, and document decisions.

A managed service

Clear ownership after launch day.

FIRM AI OPSBuilds + operates

Map and implement the two defined workflows
Monitor runs, failures, and exceptions
Maintain prompts, logic, and integrations
Review permissions and operating controls
Report on activity, issues, and changes
Make agreed, bounded improvements

YOUR FIRMOwns + approves

Name a workflow owner and approvers
Provide appropriate system access
Confirm process rules and priorities
Review client-facing actions
Handle professional judgment and exceptions
Approve material workflow changes

Human control + data boundaries

Automation stays inside agreed lines.

Every workflow is designed around the access it needs, a visible review point, and a named human route when the process no longer fits the rules.

APPROVED SOURCESNamed systems
and folders

DEFINED WORKFLOWPrepare, check,
route, record

HUMAN GATEReview, amend,
approve

CONTROLLED ACTIONRelease or
escalate

Client-facing actionsRemain subject to your firm’s human approval.

Client dataIs accessed only through the tools and boundaries agreed for that workflow.

ExceptionsPause or route to a named owner instead of forcing an automated decision.

Fit + scope

Defined operational work. Not autonomous judgment.

GOOD FIT

Repeatable, frequent workflows with recognizable inputs, clear owners, reviewable outputs, and a practical exception path.

OUT OF SCOPE

Unlimited bespoke automation, replacing your core practice systems, autonomous professional judgment, or unsupervised client-facing decisions.

Common questions

Before we map the first workflow.

How much work does implementation create for our team?

We need a firm owner who can explain the current process, make boundary decisions, provide access, and review tests. Firm AI Ops handles the workflow mapping, build, testing, launch preparation, and operating documentation.

Can you work with the tools we already use?

That is the starting point. We map the workflow around your current practice, document, communication, and reporting tools, then confirm what can be connected safely before the scope is agreed.

Where does human review happen?

Your firm approves client-facing actions and handles professional judgment and exceptions. Each workflow names the review point, approver, and escalation route before launch.

What if a workflow needs to change?

We monitor how the launched workflows perform and agree bounded improvements with you. A material redesign or a new workflow is scoped separately rather than quietly expanding the engagement.

What happens after day 30?

The service moves into monthly operations: monitoring, maintenance, issue handling, reporting, permission review, and agreed improvements. Your team continues to own priorities, approvals, and professional decisions.

Two workflows. Thirty days. Ongoing ownership.

Put the repetitive work on a better operating system.

Start with a focused consultation about the administrative work your team handles again and again.