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Build-to-Suit AI Automation for CPA and Investments Firms: Custom Integrations Without System Changes

Custom workflow design for your existing CCH Axcess, Thomson Reuters, QuickBooks systems. No software replacement - intelligent augmentation built specifically for your practice productivity needs.

ROI Calculator

Hours Saved Monthly
160 hours
Additional Client Capacity
+35 clients
Tax Season Efficiency
+40% capacity
Annual Cost Savings
$144,000
Advisory Services Revenue
$48,000
Professional Liability Reduction
$15,000/year

5-Year ROI Results

Total ROI
$584k
Based on 5-year projection with
average client growth of 35%
Payback Timeline: 7 months
Development: 3m
Implementation: 2m
Break-even: 2m
Breakdown:
Savings $648k Revenue From New Customers $432k Net ROI
100
Implementations
100M+
Transactions Processed
90%
Retention Rate
20
Years Experience

Why Choose Custom AI Automation

Custom Workflow Design

Built around your existing CCH Axcess, Thomson Reuters, QuickBooks workflows. Your firm's processes become our blueprint.

Your Rules • Your Process • Your Way

Zero System Disruption

No data migration, no staff retraining, no downtime during tax season peak periods.

No Migration • No Downtime • No Risk

Tailored Implementation

Practice-specific AI training, your compliance rules, your client communication style, your growth trajectory.

Your Industry • Your Clients • Your Growth

How It Works in 4 Steps

1

Discovery & Analysis

  • Map your workflows
  • Document processes
  • Define requirements

Target: Your unique blueprint

2

Custom Design

  • Build custom APIs
  • Configure AI models
  • Test integrations

Target: Your perfect fit

3

Tailored Integration

  • Deploy solution
  • Train your team
  • Monitor results

Target: Your seamless launch

4

Continuous Optimization

  • Refine processes
  • Add capabilities
  • Scale with you

Target: Your future growth

HOW OUR AI OPTIMIZES YOUR EXPERIENCE

The Secret: 4 Years of Perfecting the User-Machine Interface

A dashboard showing the custom AI automation interface for CPA and investment firms  practice management.

Our AI isn't just automation. It's the result of 4 years of research to create
the perfect user experience between CPA and AI.

Optimized Speed

  • Smart feedback
  • Zero downtime
  • Adaptive workflow

Guaranteed Precision

  • Prevents errors
  • Double verification
  • 100% security

Total Control

  • You always decide
  • Continuous feedback
  • Complete transparency

"We don't replace CPAs. We empower them."

CUSTOM AUTOMATION ASSESSMENT

Calculate ROI and book demo. US team responds within 24 hours.

ROI calculations based on custom integration scope. Actual results depend on specific workflow design and implementation requirements. Schedule consultation for personalized analysis.

FROM COMPLIANCE TO STRATEGIC ADVISORY

Not Just Automation: Your Digital Transformation

Transform from operational to strategic advisor

Your New Daily Schedule:

Morning: 30 min vs 3 hours • Afternoon: Performance analysis • Evening: Tax strategies

Result: From "compliance" to "strategic partner" - 3x higher fees

Automated Reports

Detailed monthly analysis without effort

Management Control

Real-time dashboard for every client

Compliance Management

Automatic and proactive compliance

Regulatory Research

Instant legal support

"Our clients no longer sell hours, they sell results."

- Paolo Messina, Founder

Request Personalized Strategic Assessment

Simplified form for personalized ROI calculation request. Book your Strategic assessment session after clicking submit. Wait a few seconds on the page.

Practice Data for ROI Calculation

Basic Information

Annual Values

Team and Resources

Technology and Budget

Current Challenges

What are the main challenges with your current practice management system? *

Growth objectives for the next 2 years *

Direct Chat

Prefer to speak with an expert right away?

International Success Stories

Proven results from our European implementations, now available for US practices

International CPA Firm - Northern Europe

4 accounting staff • 200 clients • Management Control & Advisory

Pre-automation scenario:

  • 4 full-time accounting staff
  • 75,000 invoices/year
  • 200 active clients

Results with automation (24 months):

  • 3 staff (1 moved to advisory services)
  • +25 new clients acquired
  • 95% invoice automation

2-Year ROI: $271,000

+520%

Payback: 13 months • Team optimization: $143k • New clients: $128k

International CPA Firm - Central Europe

6 employees • Full-Service Accounting

Pre-automation scenario:

  • 4 staff + 2 part-time administrative
  • 45,000 invoices/year
  • Frequent delays in monthly closings

Transformation results:

  • 2 accounting staff, rest client support
  • +5 new clients acquired
  • Closings always on time or early

Annual ROI: $248,000

+420%

Payback: 7 months • Team optimization: $203k • New clients: $45k

International CPA Firm - Southern Europe

8 employees • Healthcare Industry Focus

Pre-automation scenario:

  • Client invoice delays > 45 days
  • Frequent coding errors
  • Complex insurance billing management

Transformation results:

  • Delay reduction to 7 days
  • Elimination of coding errors
  • Automated insurance billing

Annual ROI: $102,000

+320%

Improved cashflow: +$53k • Errors avoided: $23k • New clients: $27k . Payback: 16 months

Client Testimonials

International success stories from our European implementations, with over 100 documented case studies.

Complete documentation and ROI analysis available during consultation. Now expanding to serve US CPA firms.

420%
Average ROI
Calculated over 24 months
8m
Average Payback
Break-even point
+28%
Client Growth
First year
-85%
Error Reduction
Client average

Team and Track Record

Paolo Messina

Paolo Messina

Co-Founder and Product Lead

PhD Physics, MBA Michigan Ross. 12+ years Product Management at Walmart, PIMCO, Fortune 500. Specialized in AI solutions for business processes. Expanding to US market with 3000+ CPAs served globally.

"I've worked with billion-dollar companies and today I bring that experience to US CPA firms. My mission is to democratize AI for accounting practices."

Proven Track Record

100

Successful
implementations

100M+

Transactions processed
automatically

90%

Client retention
rate

Consolidated Industry Experience

4 Years Accounting

20 Years Innovation

10 Years A.I.

Our team has developed and implemented AI solutions for accounting since 2021, with documented experience across multiple industries.

Request complete documentation during your free demo.

HOW OUR AI OPTIMIZES YOUR EXPERIENCE

The Secret: 4 Years of Perfecting the User-Machine Interface

An advanced AI dashboard displaying real-time financial data processing and workflow management.

Our AI isn't just automation. It's the result of 4 years of research to create
the perfect user experience between CPA and AI.

Optimized Speed

  • • Smart feedback
  • • Zero downtime
  • • Adaptive workflow

Guaranteed Precision

  • • Prevents errors
  • • Double verification
  • • 100% security

Total Control

  • • You always decide
  • • Continuous feedback
  • • Complete transparency

"We don't replace CPAs. We empower them."

Custom Development Architecture

Bespoke integration built specifically for your practice workflow

Custom API Development

  • Built-to-order system connectors
  • Your workflow-specific APIs
  • Custom data transformation rules
  • Practice-specific configurations

Tailored to your exact requirements

Intelligent Workflow

  • Recurring document automation
  • Customizable rules
  • Loop management for uncertain cases
  • Continuous learning

Continuous optimization • Adaptive

Bespoke Integration Architecture

  • Your system-specific connectors
  • Custom workflow mapping
  • Tailored data synchronization
  • Practice-specific security rules

Built around your existing systems

Support and SLA

  • SLA: 2-4h guaranteed response
  • 24/7 emergency support
  • Dedicated practice management expert
  • Continuous training included

US support • Specialized

Tailored Workflow Automation

  • Your process-specific rules
  • Custom AI training for your data
  • Your document processing rules
  • Practice-specific compliance

Built to your exact specifications

Built-to-Order Implementation

  • Your growth path customization
  • Practice-specific modules
  • Your system architecture
  • Custom scaling strategy

Designed for your growth plan

Ready to Explore Your Custom Solution?

CCH Axcess
GDPR
AI Companies
Cloud Services
Banking
ISO 27001

Frequently Asked Questions

Answers to the most common questions about AI automation for CPA firms

Do I need to change my current practice management software?

No, our AI integrates seamlessly with your existing installation. It requires no changes to your current configuration and works with all versions of CCH Axcess, Thomson Reuters, QuickBooks, and Sage.

Is my data secure? Who can access it?

Data always remains in your environment. We use end-to-end encryption and strictly comply with GDPR and US privacy laws. ISO 27001 and SOC 2 certifications for maximum security.

What happens if my software releases updates?

Our AI automatically updates to support new versions of your practice management software. Our team monitors updates and ensures continuous compatibility without interruptions.

Is the investment financially secure?

We offer positive ROI guarantee. If you don't achieve the calculated ROI within 24 months, we refund the difference. Average payback is 8 months with 420% ROI over 2 years. Excludes cases where staff resists or practice has dysfunctional processes.

How long does it take to see concrete results?

Results in 2-3 weeks. 70% automation in 8 weeks. Full deployment in 4-6 months. Positive ROI typically from month 3.

How do you handle errors or anomalies?

Multi-level control system: AI verification + human supervision. Uncertain cases are flagged for review. Continuous learning reduces errors over time. Dedicated US support for assistance.

Are there hidden costs or annual fees?

No. Transparent pricing, all-inclusive: implementation, training, support, updates. No extra costs for new features or assistance. Fixed price guaranteed for 36 months.

Does the AI scale with my practice growth?

Yes, automatic scalability. Supports growth up to 300% without additional costs. Ideal for expanding practices acquiring new clients or increasing services. Also suitable for M&A between practices or service providers.

More Questions?

Our team responds in real-time. Ask a question in a free 20-minute chat.

+1 312 404 3379

Ready to Transform Your Practice?

Let's discuss your custom integration needs and assess your automation potential