Skip to content
CPAAutomation
Forward-deployed consulting

Bring AI into the work your team actually does.

We embed technical and business expertise with your team to design, build, and ship custom AI workflows end to end.

001Why forward-deployed

Software in your environment—not recommendations on a slide.

You work with the people building the system, with tight feedback loops and clear ownership from first scope to production.

01

Technical depth

Production software, agents, integrations, and data systems—not a strategy deck.

02

Business fluency

Accountants, finance operators, and legal professionals can work directly with the builders.

03

Embedded delivery

A senior team scopes, ships, and transfers a working system alongside your people.

002Engagement model

From first conversation to shipped software.

01

Discover

Map the workflow, users, controls, source systems, and highest-value outcome.

02

Scope

Define a bounded build, delivery milestones, acceptance criteria, and fixed-price proposal.

03

Build

Ship in short loops with your users reviewing real software—not mockups.

04

Operate

Deploy, document, train, and support the system until ownership is clear.

003What we build

Custom systems for high-stakes professional work.

01

AI copilots and agents

Domain-aware assistants, review systems, and autonomous workers with explicit controls.

02

Workflow automation

Cross-system automation with human review at the points where judgment matters.

03

Document intelligence

Extraction, classification, validation, and downstream action for complex document sets.

04

LLM governance

Risk tiers, policies, approval workflows, evaluation, and operational control design.

View the slide deck