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
Straightforward Pricing
One transparent setup fee. No long-term contracts. No surprises.
Business Command Center Setup
per entity
What you own when we're done
- Your private Supabase database (yours, with your Google login)
- Your custom web app dashboard, 12 modules (in your GitHub, deployed to your Vercel)
- Your Claude AI with full business context loaded
- 12 automation recipes running 24/7 in your Composio account
- Your Gmail, Drive, and Calendar connected to one another
- Persistent memory built into your private database
- P&L following your Chart of Accounts
- AA05-grounded compliance guardrails (State Farm agents)
What we deliver in setup
- Discovery Call
- Complete Business Command Center build (per entity)
- All accounts created in your name (Google, Supabase, GitHub, Vercel, Composio)
- Initial training session
- 30 days of technical support after setup
- Channel Partner relationship for ongoing strategic support
We'll see if it's a fit — then send next steps and a payment link to get started.
Limited availability: We only take on 3–5 new clients per month to ensure every Business Command Center gets the deep attention it deserves. If you're feeling the pain now, it won't get better by waiting — and the next open slot may be weeks away.
You'll own everything we build — no ongoing commitment required.