Your fractional AI director for accounting firms
See real ROI from Claude & agents with hands-on training, playbooks from leading firms, and powerful automations.
Get started
Ft. in
Trusted by leading firms
Wake-up call
The math is changing.
What a staff accountant spends a day on, an AI-native firm does before lunch. Bank rec: 30 seconds. Tax return prep: 30 seconds. Financial cleanup: minutes. This isn't a productivity experiment — it's a structural replacement of billable hours. Firms that adapt in the next 12 months will have a cost and speed advantage that is simply not closeable by firms that don't.
How it works
From first call to full adoption
01
Discover
We audit your firm's existing workflows end-to-end, then help you crystallize them into clear SOPs — the kind agents can actually act on.
02
Plan
Drawing on insights from hundreds of firms and years of hands-on experience, we find the real ROI opportunities, pinpoint the KPIs that matter, and build a concrete AI plan for your practice.
03
Build
Whatever tech stack you run, whatever process you want to follow — we superpower it with Claude, Cowork, and agents built specifically for your firm.
04
Train
We work hands-on with your team to build habits and processes that actually stick — not just a workshop that dies after a month. We track results over time and adjust as needed.
Real results
What's possible?
2 days → 20 min
Month-end close time
QBO
Claude
Sheets
Asana
Slack
Reconciliation & Month-End Close
An agent pulls transactions, matches GL entries, flags discrepancies, and generates the completed checklist. Your team reviews exceptions, not every line.
90 min saved
Per return — 3× preparer capacity
Portal
Claude
Drake
Drive
Karbon
Tax Workpaper Prep & First Pass Review
The agent organizes source docs, maps to return positions, flags open items, and drafts the first pass — so your preparer walks in at 80% done.
+$18,400 / mo
In additional clients signed
Website
Claude
HubSpot
Calendly
DocuSign
Agentic Lead Management & Client Onboarding
Every inquiry gets an instant response. Leads book themselves. Onboarding packets fire the moment an engagement letter is signed — 62% more conversions with zero added staff.
8× faster
New hire onboarding — full team on agents in week 1
Claude
Notion
Drive
Slack
Custom Portal
Internal AI Harness & Firm Memory System
A secure environment loaded with your firm's SOPs, workflows, and client context. Every team member uses agents that know your firm — without sharing credentials or losing institutional knowledge.
2 hrs/day
Saved on document admin — zero misfiled
Gmail
Portal
Drive
Claude
Karbon
Intelligent Document Analyzer & Router
Agents pull docs from email, portals, and storage — analyze, rename, and route to the right folder automatically. Nothing misfiled, no manual sorting.
+$4,800 / mo
Avg advisory revenue from surfaced upsells
Fathom
Claude
Slack
HubSpot
Gmail
Advisory Revenue Growth Engine
Agents mine call transcripts and every client touchpoint for signals. When an opportunity surfaces, your team gets an alert with ready-to-send language — turning data you have into revenue you're leaving behind.
New — cohort starts May 1st
Become an AI champion in 30 days
A 4-week intensive for those that want to learn AI skills and advance their firm or career.
- 65+ self-paced lessons and hands-on assignments
- Dedicated 1:1 coaching included
- AI implementation plan built for your firm
- Community of AI-native firm owners
Testimonials
What our customers say
“
I'm blown away. The magnitude of the time savings is huge. Instead of spending hours on data entry, our team can just review.
John Tsantakis, CPA
“
We used to chase documents, now we chase ROI. Thanks to AI we've traded busywork for strategic, personalized advice that helps clients grow.
Echo Zhong, CPA
“
We've based our entire expansion strategy of our firm on Sweet. Our firm's livelihoods depend on this.
Robby Nelson, CPA
Frequently asked questions
What is your pricing?+
The first step is always an assessment — typically 2–4 weeks at $2–4K. This isn't a formality. It's what prevents expensive missteps and guesswork, and it produces a real strategic AI roadmap and implementation plan that guides everything we build for your firm. From there, the build itself typically starts at $5–10K upfront, with ongoing support starting at $500–1K/month. That monthly engagement covers support, maintenance, and — most importantly — continued AI strategic guidance. We stay on top of every meaningful change in AI and apply a set number of updates per month based on what's actually relevant to your firm's context. You're not just getting a build. You're getting a partner who keeps it current.
Who is this for?+
Accounting firm owners and partners who know AI is changing the industry and want to get ahead of it — not react to it. You don't need to be technical. You just need to be willing to lead the change. If you're tired of hearing about AI and not knowing what to actually do with it, this is for you.
Who is this NOT for?+
This isn't for firm owners who want a magic button — or for those who aren't ready to update their processes, learn new ways of working, or adapt how their firm operates. The economics of accounting are changing. The operating model has to change with it. If you're not open to that, this won't be the right fit. But if you are — there's a real opportunity here.
I feel like I'm already behind. Is it too late?+
No — and this fear is exactly why now is the right time. Most firms are still stuck in the "I should probably do something" phase. The window to get ahead is still open, but it's closing. You're not behind. You just haven't had the right guide yet.
What about client data security and privacy?+
One of the most important questions you can ask. The program covers exactly how to use AI safely and compliantly with client data — what's safe, what's not, how to set up your environment, and how to build policies your team actually follows. Security is part of the foundation, not an afterthought.
Will this work with my existing tech stack?+
It's one of the first things we map. Every firm's setup is different. We audit what you have, identify what's worth keeping, what to cut, and how AI fits into what you're already using. You won't be asked to blow up your existing setup.
I don't know where AI can even add value in my firm.+
That's exactly what this solves. You'll get a custom AI implementation roadmap built around how your firm actually operates — plus real playbooks from firms at the leading edge, so you're following a proven path, not guessing.
Ready to get ahead of the curve?
Book a free AI consult and we'll map out exactly where AI can move the needle in your firm.