1. Truewind - Truewind automates bookkeeping workflows and client follow-ups so your firm closes faster, frees capacity for advisory and improves margin control.
2. Coast - Coast automates payments and client billing, eliminating manual invoicing and delayed collections, so small accounting firms maintain cash flow and reduce administrative overhead.
3. Pecunio AI - Pecunio AI connects to your finance software and forecasts runway, scenario-plans and delivers CFO-level insights so your firm raises advisory value and advances client profitability.
4. Custom GPT - Custom GPT enables you to teach AI your firm’s processes, chat with client data and generate deliverables so your team ups-kills juniors, reduces partner review time and boosts margin per engagement.
5. Slides AI - SlidesAI turns your narrative or Excel/QuickBooks data into professional client dashboards or board-packs so you spend less time creating and more time advising.
6. Aircall - Aircall automates call handling and logging, ensuring small accounting firms track client conversations accurately, respond faster, and improve client communication and retention.