AI consulting for accounting firms.
Accounting is process-heavy and judgement-heavy in alternating layers. AI is good at the process layers; we keep humans in the judgement ones.
The work accounting firms run by hand.
These are the operations we've seen compress the most when accounting firms hand them to a well-built AI workflow — measured against the actual hours your team spends, not a vendor demo.
- 01
Transaction categorization and bank reconciliation at scale
- 02
Client document collection, PBC lists, and follow-up
- 03
Engagement-letter intake, scope, and pricing for new clients
What we typically ship.
Real workflows we've built for accounting firms. The right starting point for your team will be one of these — or a remix.
- 01
Categorization & reconciliation agent
Categorizes transactions against each client's chart of accounts, learns from your bookkeeper's corrections, and flags low-confidence entries for review. Bookkeeper time per client drops by half on well-set-up accounts.
- 02
PBC follow-up agent
Chases missing client documents on the cadence your senior would use — email, text, portal nudge — and parks the responses in the right matter folder. Stops the late-March pile-up.
- 03
Engagement-intake agent
Captures new-client intake, runs an entity / industry / complexity check, drafts the engagement letter at your standard pricing, and hands a partner-ready packet for sign-off.
Discovery → Pilot → Production.
Every engagement starts with a one-week sprint — audit, ADR, and a written go / no-go on the operation you want to hand to AI. Roughly one in four pilots gets killed at that step; that's the point.
If we move to a build, you ship a single end-to-end agent on real data inside three to six weeks. We hand off repo, prompts, and runbook. Retainers exist for care and growth — never for lock-in.
see engagement model →Questions accounting firms ask us.
If something you're chewing on isn't here, send it to team@phaselink.ai — partner-written reply within one business day.
- Does this integrate with QuickBooks, Xero, Sage Intacct, NetSuite?
- Yes — QBO and Xero have first-class APIs; Intacct and NetSuite we integrate via their APIs or SuiteScripts. We read and write entries with the audit trail intact.
- What about audit trail and SOC2 / GAAP integrity?
- Every AI-driven entry is tagged with model, prompt version, confidence, and the reviewing human. We don't ship AI that posts entries autonomously to material accounts — the reviewer is always a real CPA on your team.
- Can AI help during busy season specifically?
- Yes — most ROI shows up in February–April. We build it in Q4 so it's stable by the time the volume hits. Cold starts in March are a bad idea; cold starts in November give your team six weeks of shadow time.
Send us your most expensive operation.
We'll have an audit on your desk in five days.
One PDF. No deck. No obligation. We'll tell you whether AI is the right answer for it — and if it is, we'll quote the build the same week.