Your accounting firm is running on
ghost work.

Document collection, data entry, categorization, reconciliation, monthly reporting — accounting firms lose 15–25 hours every week to tasks that should be automated. We find them, name them, and build the fix.

GET FREE FIRM AUDIT →10 minutes · no signup · instant report
60–70%
FASTER DOCUMENT COLLECTION WITH AUTOMATED REQUEST SEQUENCES
80%
LESS MANUAL RECONCILIATION WORK WITH AUTOMATION
20–30%
IMPROVEMENT IN COLLECTIONS WITH AUTOMATED BILLING FOLLOW-UP
90%
FEWER MISSED DEADLINES WITH AUTOMATED CALENDAR TRACKING

Ghost work hiding in every accounting firm.

These aren't inefficiencies you can hustle through. They're structural drains that compound every month — losing you billable hours, margin, and the time you should be spending on strategic advisory.

G-01
Document Collection
Emailing clients for bank statements and receipts over and over — chasing documents daily
→ AFTER EEVOLVV
Automated document request sequences with reminders and secure upload portal
4–6 hrs/wk
G-02
Data Entry & Categorization
Manually categorizing transactions and fixing auto-categorization errors
→ AFTER EEVOLVV
AI-powered transaction categorization with confidence scoring and exception handling
4–6 hrs/wk
G-03
Reconciliation
Manually matching bank transactions to entries across multiple accounts
→ AFTER EEVOLVV
Automated reconciliation with match suggestions and discrepancy alerts
3–5 hrs/wk
G-04
Monthly Reporting
Compiling the same monthly financial packages for each client from scratch
→ AFTER EEVOLVV
Automated monthly report generation with branded templates and client portal delivery
3–5 hrs/wk
G-05
Deadline Tracking
Missing filing deadlines and extension dates because nobody tracks them proactively
→ AFTER EEVOLVV
Automated deadline calendar with client reminders and internal task assignments
1–2 hrs/wk
G-06
Client Onboarding
Welcome packets, engagement letters, prior-year data requests — all done manually
→ AFTER EEVOLVV
Automated onboarding sequence: engagement letter, data requests, portal setup, welcome
2–3 hrs/client
Total: 16–25 hours per week recovered across a typical firm.

Every firm type. One AI engine.

A-01
CPA Firms
Document collection, categorization, reconciliation, monthly reporting
A-02
Bookkeeping Services
Transaction processing, reconciliation, client reporting
A-03
Tax Preparation
Document collection, extension tracking, e-filing workflows
A-04
Financial Advisors
Review scheduling, portfolio reporting, compliance tracking
A-05
Payroll Services
Pay schedule automation, compliance alerts, onboarding flows
A-06
Audit Firms
Sampling workflows, evidence collection, report generation
A-07
Fractional CFO
Board reporting, cash flow dashboards, forecast automation
A-08
Virtual Accounting
Client communication hub, automated reporting, billing

Free audit. Custom report. Automations built for you.

01
AI Diagnostic

10-minute AI conversation maps your operation — workflows, tools, pain points, team size, revenue. No forms. Just a conversation.

Free · No signup
02
Evolution Report

Your custom report quantifies exactly how many hours you're losing, which automations will recover them first, and a 90-day build roadmap.

Delivered instantly
03
We Build It

Choose your tier. We build every automation from the report — custom agents, integrations, and workflows — within days, not months.

Agent One from $499/mo
INTEGRATES WITH
QuickBooksXeroFreshBooksKeeperBill.comStripeHubdocSlackTaxDome
70% faster docs

I used to spend 6 hours a week emailing clients for bank statements. Now the system requests them automatically and clients upload in minutes.

Lauren T.
CPA Firm — Austin, TX
80% less reconciliation

Transaction reconciliation used to take my team 8 hours per client per month. Now it flags exceptions only — we're 80% faster.

David K.
Bookkeeping Service — Denver, CO
95% on-time filing

Our deadline tracking used to be a whiteboard. Now automated reminders go to clients and staff — we hit 95% on-time filing this year.

Michelle R.
Tax Firm — Dallas, TX
§ PRICING · NO CALL REQUIRED

Three tiers. Pick one. Live in 14 days.

Direct checkout — no sales call, no deck, no demo. Run the free report first, then pick the build tier when the next move is obvious.

Agent One
One agent page. One workflow. Weekly direction.
$499
/ MONTH
$4,990/YR · 2 MONTHS FREE
  • Private agent page
  • Weekly recommendations
  • 1 active automation
START AGENT ONE
MOST POPULAR
Agent Three
Three connected workflows + stronger operating layer.
$999
/ MONTH
$9,990/YR · 2 MONTHS FREE
  • Private agent page
  • Weekly recommendations
  • 3 active automations
START AGENT THREE
Agent Five
Five workflows plus growth management.
$1,999
/ MONTH
$19,990/YR · 2 MONTHS FREE
  • Up to 5 integrations
  • Ads, SEO, SCO managed
  • Weekly + monthly reports
START AGENT FIVE

→ CHECKOUT TAKES 2 MINUTES · CANCEL MONTHLY ANYTIME · $97 FAST PATH AVAILABLE AT CHECKOUT

§ FREE FIRST
Useful before you pay

Start with a free ghost-work scan, report, and roadmap preview. Spend only when the next build step is obvious.

§ MONTHLY · NO LOCK-IN
Cancel anytime

Monthly plans cancel any time, ends at period close. Switch tiers up or down whenever you want.

§ DELIVERY · 14 DAYS
First agent live in 14 days

Checkout takes 2 minutes. Your agent page and first workflow are queued and live within 14 business days — or we extend your subscription by the delay at no charge.

Find your ghost work. Free, in 10 minutes.

Our AI maps your practice's operation, identifies every automation opportunity, and delivers a custom Evolution Report with a 90-day build roadmap — specific to your business type, tools, and revenue range.

LIVE AI DIAGNOSTIC
Business evolution scan
READY
EEVOLVV DIAGNOSTIC
MODE 01
Meet your AI agent
Volvv-E / Scanner
Scans your workflow for repeated admin, missed follow-ups, and invisible revenue leaks.
Available 24/71,200+ patterns10-min report
What's your name, and what's your business called?
Not ready to start yet?

See full pricing and what's included in each tier.