AI workflows for accounting and bookkeeping firms, financial advisors, and independent insurance agencies. Document collection, intake, renewals, and client communication, inside the tools you already use.
Who this is for: CPA and bookkeeping firms, RIAs and advisory practices, and independent insurance agencies with 2 to 50 people.
Where the hours go
W-2s, 1099s, bank statements, signed engagement letters, a driver's license for a policy. Every one is a reminder someone has to send.
Tax season, open enrollment, and renewal season bury the front desk. The calls that get missed are the new clients.
"Did you get my documents?" "What's my deductible?" "When is my review?" Each one interrupts billable or advisory work.
Renewal reminders, annual reviews, and quarterly check-ins depend on whoever remembers. Retention follows.
Workflows we install
Each of these is a fixed-scope pilot on its own. Most clients start with one and add the next once they've seen it run.
Today
Staff send reminder emails from a spreadsheet.
With the workflow
Each client has a checklist. Requests go out with secure upload links, reminders escalate on your schedule, uploads are checked for completeness, and "did you get it?" emails are answered automatically.
Today
Voicemail after the third ring from February to April.
With the workflow
Calls are answered, common questions get your approved answers, new clients are booked into an intake slot, and existing clients get a callback scheduled with the right person.
Today
Source documents are opened and keyed into the tax or bookkeeping system.
With the workflow
Uploaded documents are classified, key figures extracted, and entered into your workpapers or bookkeeping system, with a flag for anything unreadable or inconsistent.
Today
Renewal lists are worked when there's time.
With the workflow
Policy renewals, annual review invitations, and quarterly check-ins go out on schedule in your voice, with replies routed to the right person and booked directly.
Today
COI requests are typed by hand, dozens a week.
With the workflow
Requests arriving by email are read, the certificate is generated from policy data, and it's sent for a quick approval. Change requests are logged to the management system.
Today
Advisors write the recap email at 9pm.
With the workflow
Meeting notes are turned into a client-ready recap with action items, drafted for the advisor's review and routed through your compliance archive.
Client data stays in your practice management or agency system under access controls designed around the FTC Safeguards Rule. For advisory practices, automated client communications are routed through your existing archiving and supervision so they meet SEC and FINRA recordkeeping expectations. Nothing about a client is used to train a model.
How we handle dataWorks with
If yours isn't listed, ask. If a tool has an API we use it, and if it doesn't we work through exports, email-in, or an approved browser automation.
Content and growth
Advisors and agents win on trust, and educational short-form video builds it faster than any ad. We produce the explainers and market takes, and the workflows that turn viewers into scheduled calls.
Advisory content is drafted with the SEC Marketing Rule and FINRA communications rules in mind and delivered for your compliance review before posting. No performance claims, and no testimonials without the required disclosures.
Questions
Drafts, yes. Sending is your call. We set up workflows so every client-facing message is either approved by a person or generated from a pre-approved template, and all of it flows through your archiving system. We document the setup for your compliance review.
That's the point. Phone and document workflows scale with volume without adding seasonal staff. We size the plan to your peak, not your average.
The phone workflow is built for that. Callers talk to a line that answers in plain language, and anyone who wants a person gets a scheduled callback rather than a voicemail.
Start with a free 30-minute audit. You get a written workflow map and a fixed price, whether or not you go ahead.
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