Our automation bundles deliver measurable impact from data ingestion through final deliverables. Every solution includes robust controls, audit trails, and human-in-the-loop approvals to ensure compliance and accuracy.
Built for Audit, Tax, and Operations Leaders
We speak both finance and engineering—so your controls and your code stay in lockstep. Our solutions are designed specifically for professionals who need both efficiency and assurance.
Audit & Advisory Firms
Evidence collection, testing, tie-outs, population sampling, and workpaper automation that maintains audit trail integrity.
Accounting & Tax Firms
Client data normalization, crypto/tax pipelines, report generation, and review notes routing with built-in quality controls.
Finance/Ops Teams
Close automation, reconciliations, vendor onboarding, billing, and recurring reporting that scales with your business.
Edge Automation Services
Modular offerings that reduce manual effort and improve assurance. Each service is designed to integrate seamlessly with your existing workflows while providing the flexibility to scale as your needs evolve.
RPA + Low/No‑Code Orchestration
Automate repetitive desktop/web tasks with robust error handling. Queue-based runs, retries, and SLA monitoring. Bots for evidence download, renaming, and filing.
Data Pipelines & Reporting
Normalize messy client data from CSV/Excel/API sources. Automated tie-outs, variance analysis, and rollforwards. Delivery to Excel, Power BI, Looker, or Google Sheets.
AI Agents (Deterministic + LLM)
Classification, anomaly detection, and narrative drafting with guardrailed prompts. Complete audit logs and test suites with human-in-the-loop review queues.
Systems Integration & Domain Apps
Systems Integration
ERP/GL, CRM, and file storage integrations
Email/SFTP ingestion with schema enforcement
Webhook/API callbacks to your systems
Domain Apps (Tax/Audit/Finance)
Crypto reporting pipelines (balances, SoF, NAV)
Workpaper generators and eBinders
Reconciliations, approvals, and sign-offs
Managed Automation (Run & Evolve)
SLOs, monitoring, and monthly improvements
Usage analytics and cost optimization
Versioning and change control
Our comprehensive approach ensures your automation solutions remain current, secure, and aligned with evolving business requirements.
Common Automation Targets
Start with a pilot, then scale with a backlog you control. These proven playbooks address the most time-consuming manual processes in finance and audit operations.
Audit Evidence Packager
Auto-collect docs from portals, email, SFTP. Hash and index files for traceability. Generate eBinder with table of contents.
Client Data Normalizer
Flexible column mapping & schema enforcement. Data quality checks with exception queue. Export to standardized templates.
Close & Recons Assistant
Bank/crypto/API ingestions and tie-outs. Variance flags and narrative drafts. Push entries to ERP/GL via API.
Tax Workpaper Generator
Roll-forward prior year workpapers. Auto-link schedules and tick marks. Produce binder-ready deliverables.
Crypto Reporting Stack
Balances, Source of Funds, NAV, gain/loss calculations. Chain data via reputable providers. Excel-first outputs with controls.
Vendor Onboarding & AP
W-9/KYC intake, policy checks, approval workflows. PO match & exception workflow. Payment file creation and logs.
From Idea to Automation in Weeks, Not Quarters
We keep scope tight, deliver fast, and document everything. Our proven process ensures rapid value delivery while maintaining the controls and documentation standards you need.
01
Discovery
Map pain points to high‑ROI automations. Validate policies, controls, and data sources to ensure seamless integration.
02
Design
Define success criteria, SLAs, and audit trails. Draft comprehensive runbooks and exception handling procedures.
03
Pilot
Build a thin slice in 2 weeks. Measure time saved, accuracy lift, and stakeholder adoption to validate approach.
04
Scale
Harden, monitor, and extend. Shift to a managed automation program with a living backlog and continuous improvement.
Recent Outcomes
A snapshot of the kind of impact we deliver across different industries and use cases. Each engagement demonstrates measurable improvements in efficiency and accuracy.
Automated Evidence Collection for Audit
85% reduction in manual download/rename/filing
Daily eBinder builds with hash logs
Less than 2 weeks to first usable pilot
Crypto Reporting for Finance Teams
Automated balance rollforwards & NAV calculations
Excel-first outputs with built-in controls
Reduced month-end from days to hours
Tax Workpaper Generation
Roll-forward + auto-link schedules
Exception queues and sign-offs
Binder-ready deliverables on schedule
Flexible Engagement Models
Start small, scale confidently. Choose the approach that fits your team's timeline and budget, with options to evolve as your automation needs grow.
Pilot Sprint
Fixed 2‑Week Engagement
Best for: Validate ROI quickly
Scoped thin slice implementation
Dedicated build team
Measured outcomes and documentation
Automation Packs
Fixed Feature Bundles
Best for: Deliverables you can ship
Playbook-based modules
Predictable timelines
Complete documentation & handoff
Managed Automation
Monthly Program
Best for: Run, monitor, and improve
SLOs & observability
Roadmap & backlog management
Ongoing change management
Ready to Stop the Manual Grind?
Talk with an expert to map a 2‑week pilot that pays for itself. We'll identify one workflow, ship it, and measure the impact. Our approach is designed for assurance with audit trails, access controls, and data minimization built in from day one.