Most accounting firms run QBO or Xero + a practice management tool + spreadsheets. The manual handoffs between them cost 10–15 hours a week. We build the custom automation that closes those gaps — your team approves every step, full audit trail, you own it permanently.
Most accounting firms with 5–25 staff spend 10–15 hours a week on repetitive manual tasks. That's time not spent on clients, advisory work, or growth.
Thousands of transactions monthly — each one manually reviewed, categorized, and entered. Every. Single. Month.
Staff sending the same reminder emails over and over. Bank statements, receipts, payroll reports — all manual follow-up.
The last week of every month. Reconciliations, checks, reports. A repetitive checklist that your team runs from scratch every cycle.
Getting a new client set up takes 3–5 hours of manual back-and-forth. Collecting documents, setting up access, confirming everything.
You've invested in QBO, Karbon, maybe Keeper. But your team still copies data between systems and runs the same manual checklist every month. That's the gap we fill.
Enter three numbers — clients, hourly rate, hours spent chasing — and get your firm's specific annual cost in seconds. No signup, runs entirely in your browser.
Calculate your firm's number →We handle the full build in two weeks. You own everything — no subscriptions, no lock-in, no ongoing fees.
15 minutes. We map your exact workflows, tools, and biggest pain points. No pitch — just diagnosis.
Day 0We document your exact process and design the automation. You approve it before we build a single line.
Day 1–3We build in your environment — QBO or Xero — and test with your real data. Human approval at every AI step.
Day 4–10Live walkthrough with your team. Full documentation. You own the system permanently — no ongoing fees.
Day 14Everything is built specifically for your firm's workflows, your chart of accounts, your clients. Not a generic tool. A custom system your team actually uses.
Or book a call first — no pressure
Includes: Full build, testing, training, documentation, and handover. Excludes: Third-party software licenses, ongoing maintenance (available as add-on).
Book a free 15-minute call. We'll look at your current workflows and tell you exactly what we'd automate — no pitch, just a straight answer.
Questions? Email us directly at admin@gobuildwithny.com