Stop Drowning in Client Files, Compliance Deadlines, and Meeting Prep
We build Claude AI command centers for CPAs and financial advisors — built for your practice, owned by you, available 24/7.
Book a Discovery CallThe Problems You're Dealing With Every Day
Client Relationships Across Dozens of Accounts
Every client has unique needs, preferences, and history. Keeping it all straight across 50+ active clients is impossible without a system.
Compliance Documents Everywhere
Engagement letters, tax deadline tracking, regulatory filings — critical documents scattered across email, drives, and filing cabinets.
Meeting Prep Takes Hours
Before every client meeting, you're digging through files, pulling reports, and trying to remember what you discussed last time.
Financial Reports That Take Forever
Generating client-ready financial reports, portfolio summaries, and tax projections eats up time you should be spending advising.
Staff Utilization Is a Mystery
You don't know who's overloaded and who has capacity until someone misses a deadline or burns out.
What Claude Does for CPAs & Financial Advisors
Engagement Letter Management
Claude tracks every engagement letter, auto-generates renewals, and flags missing agreements before they become compliance issues.
Tax Deadline Tracking
All federal, state, and client-specific deadlines in one view. Claude sends proactive alerts so nothing falls through the cracks.
Client Portfolio Review
Before every meeting, Claude prepares a briefing with recent activity, open items, financial summaries, and recommended talking points.
Financial Report Generation
Upload your data and Claude generates client-ready reports — P&Ls, balance sheets, cash flow analyses, and custom summaries.
Staff Workload Monitoring
Track engagement hours, deadline loads, and capacity across your team. Claude identifies bottlenecks before they become problems.
Client Communication Automation
Quarterly newsletters, tax season reminders, and personalized outreach — drafted by Claude, reviewed by you, sent on your schedule.
What Our Clients Are Saying
"My Social Media Content this month is all done and being automatically posted daily to my Business Pages, and my Claude is monitoring, engaging and promptly replying to comments, stickers and gifts for me!"
Janis
Independent Insurance Broker
Custom software costs $50,000+. And you'll rehire the builder every time your agency changes.
Your BCC is a one-time build. You own it. Your Claude.ai handles the changes — no rebuild, no retainer, no ransom.
Financial & Operations Foundation
Everything you need to run the business you already have — the general ledger, the document pipeline, the recipes, and the wiki that keeps it all documented.
- General ledger accounting system
- Prior year historical GL & financials
- COMP_RECAP, deduction & payroll parsing
- Bank & credit card statement parsing
- Automated P&L, Balance Sheet & GL
- Gmail → Google Drive source-doc automation
- Monthly recipe automation workflows
- Wiki, System Map, Playbook, Guide
- Document Library & Social Media framework
- HR & People foundation (staff populated)
- Compliance, Automations, Tasks & Alerts
- Client-owned webapp, database & Claude context
- Multi-user authentication
- 30 days of post-handoff support
Base + 12-Module Team Ops
Turns your BCC from an agent-only cockpit into a complete team operations platform — leads, coaching, time, PTO, personnel, licenses, and more.
Everything in Base, plus —
- Leads Tracking — funnel to bound
- AI Coaching Module — producer development
- Time Tracking — producer time on task
- Sales Activity — compliance-safe logging
- Scoreboard — team performance
- PTO — requests, approvals & accruals
- Digital Employee Handbook
- Benefits enrollment & tracking
- Personnel Files (encrypted)
- Licenses — CE & renewal tracking
- Milestones & recognition
- Emergency Contacts — team safety data
Premium + Producer-Scale Stack
A producer-scale operating system: policy pipeline, per-producer comp modeling, multi-office rollups, pay-period close with immutability, and an in-module time clock.
Everything in Premium, plus —
- Policy Pipeline — quote-to-bound tracking
- Producer Performance — per-producer KPIs
- Scorecards — configurable performance cards
- Comp Preview — model comp before you commit
- Comp Plans — LSP/FSS/Ramp/1099 presets
- Pay Period Close — approval + immutability
- Recoup Queue — chargeback tracking
- Offices — multi-office rollups & attribution
- Time Clock Extension — in-module clock-in/out with lunch auto-deduct
Only 3–5 new clients per month, so every Business Command Center gets the deep attention it deserves. If you're feeling the pain now, waiting won't fix it.
You'll own everything we build — no ongoing commitment required.