Spend tax season on the work, not the chasing.
An AT20 engineer sets up AI agents inside your firm that request client documents, follow up until they arrive, code routine transactions and prepare reconciliations for review. Your staff reviews and signs off. Nothing posts without them.
The part of the job nobody went to school for.
Forty clients still owe you documents. Half of them said they'd send it this week. Your seniors are writing reminder emails instead of reviewing returns, and the bank reconciliations for monthly clients are already behind. Hiring another staff accountant for the season takes months and costs more than the work is worth.
The work an agent takes off your staff.
Each agent works inside the tools you already use, prepares the work, and hands it to a person to approve.
- Document chasingSends each client a list of what's missing, follows up politely until it arrives, and files it in the right folder.
- Bank reconciliationsMatches bank and card activity to the books every month and lists what doesn't match, ready for review.
- Transaction codingCodes recurring transactions from your past decisions and leaves the unusual ones for a person.
- Client onboardingCollects engagement details, prior returns and access to accounts in one guided flow.
- Status updatesAnswers "where's my return?" with the real status, so clients stop emailing your partners.
What stays with your people: judgment calls, tax positions, client advice, and approval of every entry and every message.
Built for firms that are short on staff, not on clients.
Tax practices
Intake and document chasing scale with the season, without seasonal hires.
Bookkeeping and CAS
Monthly reconciliations and coding across your whole client list, reviewed in one place.
Fractional CFO firms
Each CFO starts the day with client numbers pulled, checked and explained. It's what our first finance deployment does.
Start with one workflow. Add the next when it pays for itself.
1. A call about your week
We look at where your team's time goes and pick the one workflow that would help most.
2. A free 1-page audit
Within two business days you get a short report: what an agent would do, what stays with your team, and what we'd need from you.
3. One agent, then the next
Your engineer builds and runs the first agent with your team checking its work. You add the next workflow when this one is earning its keep.
Questions we get asked.
Will the agent post entries on its own?
No. It prepares reconciliations and coding suggestions. A person on your team approves before anything posts.
Which systems do you work with?
QuickBooks, Xero and most practice management tools. Tell us your stack on the call and we'll confirm the connections before you sign up.
Is client financial data protected?
Access is role-based, every action is logged, and nothing is used to train AI models.
Can we start before tax season?
Yes. We usually start with document chasing, because it pays off the fastest, and aim to have it running within 30 days.
What does it cost?
Plans start at $1,000 a month, including a dedicated engineer and the AI usage. No long-term contract.