Discovery & AI Audit
We sit down with you, map how the business actually runs, and show you where AI can genuinely save hours — before anything gets bought or built.
Industry · Accounting & Bookkeeping
AI for Accountants who want their week back.
Guided AI setup and training for Alberta firms — in plain English, no tech headaches.
Firm-friendly
Built around your existing processes, not a product
Humans approve
AI drafts, your team reviews and signs off
Hands-on
A real training session on your real client work
What's Included
Everything you need to put AI to work
AI Setup & Integration
We help integrate the right AI systems for your business — set up properly on your devices, connected to the tools you already use, with a prompt library built around your real workflows.
Training & Ongoing Support
A hands-on session on your real work, 30 days of priority support while the new habits stick, then lifetime email support after that.
AI for the words around the numbers
Every firm we talk to has the same pattern: the actual accounting is well in hand. What eats the week is everything around it — the client emails, the chase notes, the engagement letters, the month-end recap, the "can you summarize this contract" from a partner at 4:30 on a Friday. That's exactly where AI earns its keep.
Places it shines for an accounting or bookkeeping practice
- Drafting client emails and chase notes in your firm's voice, from a couple of bullet points
- Summarizing long documents — contracts, CRA correspondence, policy updates, client-provided records
- Turning meeting notes into memos and follow-ups
- Building checklists and templates for onboarding, year-end, month-end, engagement letters
- Explaining technical topics in plain English for client-facing write-ups
What the engagement looks like
Our guided training and implementation package is designed for small firms and solo bookkeepers. A typical engagement includes the right AI systems set up on desktop and phone, connections to the tools you already use (Microsoft 365, SharePoint, Outlook, Google Drive, and QuickBooks — wherever connectors exist), a prompt library written around your firm's documents and tone, and a hands-on training session where we walk through your real tasks together. Thirty days of priority support is included so your team can bring back the prompts that don't quite work, followed by lifetime email support after that.
Built around your firm, not sold to it
Every firm has its own chart of accounts, its own client rhythms, its own quirks. We don't ship a generic product — we help you set up AI in a way that fits how you already work, and train your team so they leave the engagement confident using it.
The Process
How it works
From first call to confidently using AI every day, here's what working with us looks like.
01
Free Discovery Call
Tell us about the business and where your time is going. We listen, ask questions, and tell you honestly whether AI is the right tool.
02
Audit & Plan
We map your workflows and deliver a plain-English plan: where AI fits, what the setup looks like, and what it will and won't change.
03
Setup & Integration
We help integrate the right AI systems for your business, wire them into the software you already use, and build a prompt library around the real things you do every week.
04
Training & Ongoing Support
A live training session on your real work, 30 days of priority support to keep the momentum going, then lifetime email support so small questions never go unanswered.
Month-end, at your desk
The writing around the numbers, drafted before your second coffee.
At the desk, in the tools you already use — AI drafts client emails, summarizes long documents, and turns notes into memos, while your team reviews and signs off.
FAQ
Common questions
Will this replace our bookkeepers?
No. It handles the writing and drafting work around the numbers so your team can spend more time on the parts that actually need a human — judgment calls, advisory conversations, complex reconciliations.
What software do you integrate with?
We focus on the tools most firms already live in — Microsoft 365, SharePoint, Outlook, Google Drive, and QuickBooks — plus anything else that has a supported connector. During discovery we map your stack and pick the integrations that will actually help.
How secure is this for client data?
We deploy AI tools inside your existing infrastructure wherever possible and recommend tools with business-grade privacy practices. Your data stays under your firm's control, and any client-facing communication is reviewed and approved by a human.
How long to roll out?
A typical guided training and implementation package runs about two to three weeks from kick-off to training, plus 30 days of priority support and then lifetime email support. Rolling across a larger firm with multiple staff is usually phased and scoped separately.
Free AI Audit
Let's find the hours AI can give back to your business.
Send us an email and we'll get back to you within 24 hours — no pitch, no pressure, no long contracts.
To help us help you, try answering:
- What does your business do?
- What task or process takes up the most time?
- What would "success" look like for you?
Free · No contracts · We reply within 24 hours
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