AccounTech AI Platform

The Challenge

What We Were Solving

An accounting firm serving 200+ SMB clients was drowning in manual data entry and month-end close processes. Junior accountants spent 80% of their time on transaction categorization and bank reconciliation instead of advisory work.

• Month-end close taking 5+ business days per client with manual processes
• Junior staff spending 6+ hours daily on transaction categorization — work that AI could handle
• Bank reconciliation errors causing 3-4 hours of correction work per client per month
• Invoice processing backlog of 500+ invoices requiring manual data entry each month
• No real-time visibility into client financial health — reports only available after month-end close