How accounting automation works.
- 1
The free call.
Book a time on Calendly. We walk through how your accounting department runs today and find the work that eats the most hours.
- 2
The Scope (within 48 hours).
What gets automated — and what doesn't — in plain English. Setup is a fixed $2,500 per business. You sign off before anything is built.
- 3
The Build.
The automations are built on Claude AI around your existing books and process. You see them working on your own data before handoff.
- 4
The Handoff.
Your team starts using it and we fix what real use reveals. Then choose optional upkeep from $175/month, or take the keys. You own what was built either way. If you want the bookkeeping done for you too, that starts at $175/month.
Built by an accountant, on Claude AI
Tim O’Rourke spent 10 years running his own accounting firm and built Alteryx automations as a Senior Accountant at Martin Brower. The automations are built on Claude AI and shaped around how your books actually work. Our first client’s crew uses what we built every day.