Practical AI for accounting teams
Most AI consulting engagements deliver strategy decks. We build prototypes that either work or don't — and you decide what to do next. For accounting teams that know AI matters but aren't sure where to start, we identify the highest-leverage automation opportunities and prove them out with working code.
A different approach to AI adoption
AI strategy work in accounting is becoming a crowded space. Big 4 firms have AI labs. Boutique consultants pitch transformation. But most engagements end with strategy decks, vendor recommendations, and limited follow-through. We've built something different.
Built, not pitched
Our work culminates in working prototypes, not strategy decks. We've built and deployed AI — including vLogic, the AI platform we built for accounting workflows. We know the difference between AI that demos well and AI that holds up in production.
Both disciplines, together
Most AI consultants don't understand revenue recognition. Most accountants don't understand machine learning. We work in the intersection — senior accounting judgment plus hands-on AI engineering. That's where the highest-leverage automation opportunities actually live.
We extend, we don't replace
Most accounting teams already use leading platforms — Bill.com or Ramp for AP, Workiva for SEC reporting, BlackLine or FloQast for close management, Carta for equity. Our work extends what you already have, not replaces it. We build the AI workflows that sit alongside those platforms and fill the gaps they don't cover.
Advisory-only, no independence overhead
Big 4 firms have audit independence rules that restrict the AI advisory work they can do for their audit clients — and for many companies, that creates real limits on who can help them implement AI. We don't audit. We're advisory-only. That means we can engage with any company on AI work without the independence restrictions that shape Big 4 engagements.
Where AI pays off in accounting
The use cases below represent capabilities we either deliver in production today through vLogic or can build for you as part of an engagement. An opportunity assessment determines which ones apply to your specific function and processes.
Bank reconciliation matching
Matches bank statement lines to GL entries automatically using transaction patterns, amounts, and descriptions. Handles routine items so the team focuses on exceptions. Designed to work alongside BlackLine, FloQast, or your existing close platform.
Account reconciliation automation
Reconciles subledger balances to the general ledger across accounts. Flags variances that need investigation, with context drawn from prior periods.
Intercompany reconciliation
Matches intercompany transactions across entities, surfaces mismatches in timing or amount, and suggests elimination entries. Reduces the most error-prone part of a multi-entity close.
Variance analysis with AI explanations
Surfaces unusual month-over-month or budget-to-actual movements. Generates plain-language explanations based on transaction-level data and historical context.
Capabilities like these, deployed alongside process redesign, accelerated a global monthly close from 25 days to 10.
Invoice processing and coding
Extracts invoice data, applies GL coding using historical patterns, and routes exceptions for review. Designed to work alongside Bill.com, Ramp, Stampli, or your existing AP platform — extending what those tools do rather than replacing them.
Anomaly detection in transactions
Identifies unusual journal entries, duplicate payments, off-pattern vendor activity, and other transaction-level red flags. Reduces fraud risk and surfaces errors before they reach the financial statements.
Cash application automation
Matches incoming payments to open invoices using contract terms, customer payment patterns, and reference data. Reduces manual matching time and improves cash application accuracy. Works alongside HighRadius, Versapay, or your existing AR platform.
Collections prioritization
Ranks overdue accounts by collection likelihood based on customer payment history, invoice age, and account behavior. Focuses the collections team on highest-impact accounts.
Revenue recognition automation
Applies ASC 606 rules to contract terms automatically for recurring revenue arrangements. Generates the journal entries and supporting documentation. Works alongside Zuora, BillingPlatform, or your existing billing system.
Our recent work in OTC automation reduced manual reconciliation time by approximately 60% while improving accuracy.
Revenue contract analysis (ASC 606)
Analyzes contracts at scale for revenue recognition. Identifies performance obligations, allocation issues, and unique terms that require accounting judgment.
Lease classification (ASC 842)
Reviews lease agreements to classify as operating or finance, calculate ROU assets and liabilities, and document the technical basis. Works alongside LeaseQuery, Visual Lease, or your existing lease platform.
Stock-based compensation analysis (ASC 718)
Reviews award documentation for grants, modifications, and unusual provisions. Produces audit-ready memos with paragraph-level citations. Works alongside Carta or your existing equity management platform.
All three capabilities deliver today through vLogic, the production-grade AI platform we built for accounting workflows.
Footnote and disclosure drafting
Generates draft footnotes, MD&A sections, and disclosure language from underlying financial data. Reduces manual drafting time while maintaining the structure and consistency auditors and reviewers expect. Works within Workiva or your existing reporting workflow.
Disclosure consistency checking
Compares draft filings to prior-period disclosures, MD&A discussions, and earnings release narratives. Flags inconsistencies before filing.
Audit support automation
Routes auditor PBC requests to internal owners, tracks fulfillment status, assembles workpapers, and pre-checks supporting documentation against request specifications. Reduces the operational burden of audit support during peak periods.
Engagement options
AI engagements come in different shapes depending on where you are. Most clients start with an opportunity assessment to figure out whether further investment makes sense. From there, engagements can extend into prototyping, production support, or ongoing advisory work.
- 1
AI opportunity assessment
A 1-2 week diagnostic of your accounting function to identify the highest-leverage automation opportunities. You get a prioritized list of candidates with estimated impact, complexity, and dependencies. The lowest-commitment way to figure out whether further AI investment makes sense.
- 2
Working prototype
A 1-2 month engagement that takes one or two assessment findings to a working prototype with your actual data. You see whether the automation actually delivers before committing to production-grade investment.
- 3
Production implementation
For prototypes that prove out, we partner with your engineering team to take the work to production — scaling, security, integration with existing systems, and team training. The phase where the assessment-stage analysis pays for itself many times over.
- 4
Ongoing AI advisor
For accounting teams that want continuous AI capability without hiring full-time. We serve as your strategy and execution partner — identifying new opportunities, building internal tools, and helping your team navigate the rapidly evolving AI landscape.
Subsequent prototype, production, and advisor phases optional based on assessment findings.
Enterprise-grade confidentiality
Your accounting data, financial systems, and operational workflows are processed securely. Our infrastructure uses encrypted enterprise API endpoints, keeps client data isolated, and explicitly prohibits your data from being used to train foundational AI models. We execute mutual NDAs prior to reviewing any documentation or system access.