Staff review finished work.
Reconciliation, document chasing, and workpaper assembly take the hours your firm budgeted for advisory work. We build systems that categorize, reconcile, chase, and prepare, then route the exceptions to a person, with every step logged.
Where the season goes.
Closing the books takes the month
Matching transactions and resolving exceptions takes staff hours that were budgeted for work that bills better.
Tax season is a document hunt
Statements, forms, and receipts arrive across email, portals, and paper, and someone requests, tracks, sorts, and files all of it, then asks again.
The same figure gets typed twice
From the bank feed to the workpaper to the return. Rekeying is where the errors enter and where the hours go.
Due dates and open items run into the hundreds
Each client's deadline, extension status, and outstanding items sit in a spreadsheet, and engagement letters and sign-offs get chased by hand.
What we build for the firm.
A document chase that runs itself
Requests go out, arrivals get matched to the checklist, reminders send themselves, and staff can see exactly what is still missing on every client.
Categorization and reconciliation
Transactions get categorized against your chart of accounts and reconciled automatically, with exceptions flagged for a person and every decision logged.
An audit trail by construction
Fixed steps, versioned outputs, and a record of what ran and when. Built for a profession where approximately right is wrong.
We build whatever your operation needs.
Every system on this site started as one sentence from an operator describing the part of the job that eats the week. Write yours in the box below. Jake reads it himself and replies within one business day with what it would take to build.
Describe it in your words.
Plain language is enough. The more detail in the box, the more specific the reply.
What we would run in a accounting firms operation.
Paperwork in, finished packets out, on deadline, with the trail intact.
In a firm this is the season: requests out, arrivals matched to the checklist, workpapers and schedules prepared from source data, and a versioned record of what ran and when.
Everything the company knows, held in one private place the whole team can ask in plain language.
Prior years, workpapers, and client-specific treatment stay connected and askable, so last year's judgment is in front of whoever picks up the file this year.
One screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.
A partner sees every client's deadline, extension status, and outstanding items in one place, kept current by the system itself.
Interested in making your accounting firm AI-native?
First name, last name, and a work email is all it takes. Jake reads every one of these himself and replies within one business day with what to automate first.
Send the details
First name, last name, and a work email. Jake replies within one business day.
Three things you can check on us.
Seven-day money-back guarantee
Ask for your money back inside the first seven days of the build and you get it. After day seven the standard terms in your agreement resume.
Engineering from Fortune 500 companies
The team includes former Fortune 500 developers, with prior experience at Microsoft, Morgan Stanley, NASA, T. Rowe Price, Perplexity, and Cognizant, and is drawn from Dartmouth, Brown, and Case Western Reserve. Read the roster.
We run Terso on the systems we sell
Our sales, research, and operations run on Deal Engine, Deep Brain, and Command Center every day. Ask on the call and we will show you ours running.
See what this costs you before committing to anything.
Send the details of your accounting firms operation and the reply comes back with the hours and the revenue currently going to the problems above, and which one to solve first.
- A reply within one business day, written by Jake
- The first build named, with the return it targets
- No obligation to go further
Send the details
Name, email, and company. Jake reads these himself and replies within one business day.
Where it starts.
It starts with a free discovery call, then an audit that maps where the hours and the leads are going. The build starts with the highest-value piece, and we host, monitor, and keep improving the system from there.
Common questions.
Does this touch the general ledger directly?
It works against your ledger and your practice software, and it proposes for approval wherever you want a person in the loop. You decide which steps run unattended.
How do we show a reviewer what happened?
Every run is logged with its inputs, its outputs, and its version. When a partner or an examiner asks what happened and when, the record answers.
We are fairly technical. Could we build this ourselves?
Some firms could. If that is the honest answer for yours, we will say so on the call.
Take the assembly work out of the season.
A free consultation maps where your staff hours go today and what the first build would return.
Or send the details and we come to you.
Send the details instead
Name, email, and company. Jake replies within one business day.