AI-as-a-Service for CPA & professional-services firms
Your AI team, for the cost of one hire.
We design, build, run, and support automations for your firm end-to-end — licensing, cloud infrastructure, and a firm-wide AI productivity tool included — for one flat monthly price comparable to a single experienced, US-based hire.
1
flat monthly price, all-in
24/7
automations in production, always on
100%
of your staff get AI productivity tools
0
software licenses or servers to buy
Everything a firm needs to actually ship AI
Not a pilot. Not a proof of concept. A working automation program, delivered as a service.
A flagship automation, built for you
We start with your most painful process — billing is a common first target — and automate it end-to-end, in production, with your team trained on it.
Firm-wide process mapping
We deploy a process mapping tool across the entire firm to surface and prioritize your next automation opportunities — no guesswork about where the ROI is.
A pipeline, not a one-off
The process map feeds a prioritized backlog, and we keep shipping additional automations throughout the engagement — on the same flat price.
An AI productivity tool for everyone
Every person in your firm gets access to an LLM-powered productivity tool — drafting, summarizing, research — from day one.
All licensing and infrastructure
Software licensing, cloud infrastructure, and hardware costs are included in the price. No surprise line items, no procurement cycles.
Support that stays
Deployment includes months of hands-on support after go-live, so automations keep running as your processes and people change.
A first year with a schedule, not a science project
- 1Months 1–3
Build the flagship
We scope and build your highest-value automation first, working directly with the people who run the process today.
- 2Months 3–6
Map the firm
The process mapping tool rolls out firm-wide, and everyone gets the AI productivity tool. Your automation backlog builds itself.
- 3Months 6–12
Compound the wins
Additional automations ship from the prioritized backlog, with hands-on support keeping everything in production.
- 4Year 1+
Compound, year after year
The foundation is already built, so each new automation ships faster — and the program keeps expanding from the backlog.
Frequently asked questions
Who is urAIplatform for?
CPA firms, trust and wealth management companies, and other professional-services firms that want automation in production — not another strategy deck. If your billing, onboarding, or reporting processes still run on people and spreadsheets, that's our sweet spot.
How is this different from hiring an automation engineer?
The price is comparable to one experienced US-based hire, but you get a team, a proven playbook, all the software licensing and cloud infrastructure, plus a firm-wide AI productivity tool. And you're not exposed to a single person leaving.
What does the first engagement look like?
A 15-minute intro call, then a short scoping exercise on your most painful process. From signature, we build the flagship automation first while the process mapping tool identifies what to automate next.
Do we need our own AI or cloud vendors?
No. Licensing, cloud infrastructure, and hardware are included in the monthly price. We run it; your team uses it.
What happens after year one?
The program continues at a lower run-rate. The foundation is already built, so each additional automation ships faster — and everything already deployed stays supported. We walk through the exact numbers on a call.
Ready to automate your billing process?
Give us 15 minutes. We'll show you exactly what year one looks like for your firm.
Book a 15-minute intro