AI FOR ACCOUNTING & BOOKKEEPING
Deadline tracking across every client
Every client has a calendar of filings, estimated payments, and extensions — and in most small firms, the master copy of that calendar lives in the owner's head. That's why deadlines wake you up at 2 AM. The AI holds every date for every client in one live view and drafts the reminders — to clients and to you — well before anything is urgent.
HOW IT WORKS IN YOUR BUSINESS
A Day With This Running.
Not a product demo — a walk through what an ordinary day looks like once this is in place.
Quarterly estimates, S-corp deadlines, extensions, state filings, sales tax — every date for every client on one board, color-coded by distance.
Three weeks before the estimated payment, the client gets a drafted reminder with the amount and the how-to-pay link. The follow-up goes out automatically if they don't respond.
Your morning view shows the exceptions: the two clients who haven't sent documents and are 10 days out. Everything on track stays quiet.
The deadline you'd have bolted awake remembering was flagged, chased, and handled two weeks ago. That's the whole point.
BEFORE & AFTER
What Actually Changes.
▸Before: All of them
▸After: None
▸Before: One or two — each costing a client's trust
▸After: Zero in a normal year
▸Before: Hours weekly in season
▸After: Automated, with only stubborn cases reaching you
What it saves, in one line: No more mental spreadsheet, no more penalty-and-apology calls. The deadline that used to wake you up at 2am is already handled.
GETTING SET UP
Simpler Than You'd Think.
No rip-and-replace, no new systems to learn, nothing goes live without your say-so. Here's the whole process:
- ▸We load your client list and each client's filing calendar — usually a one-time import from your practice software.
- ▸We draft the reminder templates in your firm's voice, from gentle to firm.
- ▸New clients get a standard calendar by entity type that you adjust once.
Runs on private AI infrastructure we own and operate — your client list and their filing obligations stay inside your firm's control. Learn more about Private AI →
GET STARTED
Want this running in your business?
Tell us a bit about your business and we'll come back with honest, plain-English ideas about whether this fits — and what it would take. No jargon. No pressure. No obligation.
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