GM, !
1. ā” Process Street standardizes complex client workflows with AI-powered checklists to eliminate manual errors, ensure audit-ready compliance, and free partner capacity for high-value advisory work.
2. ā” MeetGeek records, transcribes, and summarizes meetings, allowing accountants to track client discussions and action items accurately, improving client communication and follow-up efficiency.
3. ā” SaneBox filters and prioritizes accountant inboxes automatically so firms stop missing client emails, reclaim hours daily, and maintain faster response times during deadlines.
4. š Vena Solutions empowers your team with Vena Copilot, an AI planning agent that runs driver-based planning and predictive forecasting directly in Excel via chat.
5. š° Paylocity streamlines client payroll, expense management, and GL mapping with seamless accounting integration to save billable hours, ensure compliance, and achieve faster month-end reconciliation.
6. š Corvee analyzes 1,500+ tax strategies and generates professional advisory proposals, enabling firms to productize tax planning services and dramatically increase firm revenue.
