Bring AI into YOUR ACCOUNTING FIRM
Transform how your firm manages client data, tax deadlines, and financial analysis with AI that understands your practice.
Challenges Facing Accounting Firms Today
Custom MCP Servers bridge the gap between AI capabilities and your business data
Tax season overwhelm with missing client documents
Chasing down missing tax documents and information from clients consumes hours of your team's time.
Difficulty tracking client compliance and deadlines
Managing quarterly reviews, tax filing deadlines, and compliance requirements across hundreds of clients is complex.
Inefficient billable time tracking and reporting
Reconstructing time spent on client work and generating accurate invoices takes time away from serving clients.
Client communication and response time tracking
Understanding which clients need attention and tracking response times across your team is challenging.
AI becomes 10x more valuable when it can securely access your firm's client data, financial records, and historical filings
Stop limiting your AI tools to public information. Give them the context they need to truly transform your business operations.
How it works
Custom MCP Servers connect the AI tools you already use with your private data sources
Without Custom MCP
AI models are limited to publicly-accessible data
AI models can only access data that is published on the public internet
Your valuable private data remains disconnected from AI capabilities
With a Custom MCP Server
AI models can access your private data when necessary, and use only what it needs when answering questions & performing research tasks
Full transparency and control over what data is accessed and when
Seamlessly integrates with ChatGPT, Claude, Gemini, and other AI tools
MCP (Model Context Protocol) is an open protocol that connects AI tools with your private data sources. Learn more at modelcontextprotocol.io
Questions Your AI Could Answer
With a custom MCP server, your AI assistant can instantly answer questions like:
Show me all clients with quarterly reviews due this month
Which clients are missing tax documents for 2024 filings?
Summarize billable hours by client for Q1 2025
What's the average response time for client inquiries this quarter?
Which clients are at risk of missing filing deadlines?
Compare year-over-year revenue trends for [client name]
Show me all clients with outstanding balances over 45 days
Which clients haven't submitted their monthly financials?
Services we provide
End-to-end solutions for integrating AI with your business data
Custom MCP Server Development
We will build a fully Custom MCP server that connects to your data sources and plugs into the AI tools that you are already using. Making your current AI tooling 10x more powerful.
You Own the Code
Your Custom MCP server is owned by you. You can take it and do whatever you want with it. If you want help maintaining it and improving it over time, we're happy to do that for you.
Full Transparency & Access Logging
You can see exactly what data is accessed by AI. Every request to your Custom MCP server is logged and traceable. You are always in control of your private data.
Team Training & Support
We will train your team on how to get the most out of a Custom MCP server and work closely with you to understand your specific business needs and train your team to be an AI-native powerhouse.
Ready to unlock the full potential of AI for your business?
Schedule a consultation to discuss how Custom MCP Servers can transform your AI capabilities and give you a competitive advantage.