For bookkeeping, CPA & fractional-CFO firms · 5–50 staff
Save 10–20 admin hours a month — without hiring another admin.
AI workflow automation for the document chasing, re-keying, and month-end close that eats your team's week — on the tools you already use (QuickBooks, Xero, TaxDome, Karbon), human-reviewed.
For bookkeeping, accounting, and fractional-CFO firms with 5–50 staff. Praetonis automates the document chasing, data re-keying, and month-end admin that eats your team's week — built by an ex-Accenture Data & AI consultant with a banking background. AI flags. Your team decides. You still sign.
Free 20-min call, no pitch. Then an optional $750 audit — credited toward the build.
What the admin drag costs
10–20 hours a month is a hidden salary.
15 hours / month chasing docs & re-keying
× $45 / hour
= $675 / month — per person
…before missed deadlines, capacity you can't bill, and the cost of hiring and training another admin instead of automating the work. The audit finds your real number.
What your team is probably saying during close
The work breaking your firm isn't the accounting. It's the admin around it.
“I spend more time chasing documents than doing the books.”
The monthly document chase: statements, receipts, payroll reports, signatures — re-requested over and over.
“Close always slips because we're waiting on clients.”
Month-end drags while you wait on missing docs and re-key numbers between systems by hand.
“We can't take on more clients without hiring another admin.”
Capacity is capped by manual workflow, not by accounting skill.
You don't need AI that replaces judgment.
Proof, not a pitch
See the workflow before you buy the build.
A real finance-AI tool I built. Two models read a W-2, cross-check each other field by field, and flag everything uncertain or missing for a human to verify — nothing is auto-filed.
$126,589.34high
$43,873.99high
$68,442.97models disagree
— not foundmissing
| Current process | The Praetonis workflow |
|---|---|
| Staff chase clients for missing documents by hand | Automated requests + reminders until the file is complete |
| Files renamed and filed manually | Documents auto-routed and organized into your system |
| Re-keying numbers between QuickBooks / Xero and spreadsheets | Data extracted and pushed into your tools |
| No view of who's behind | A live dashboard of stuck clients and missing docs |
| Close waits on the slowest client | Admin compressed so the close finishes on time |
Based on the typical month-end workflow of a 5–15 person bookkeeping firm.
Capability proof: the W-2 workpaper tool shown above. Live integration: a working QuickBooks connector that flags 1099/W-9 gaps on real data — see below.
Live integration · QuickBooks
It already runs on QuickBooks.
Connect a QuickBooks company and Praetonis reads every vendor and payment, then flags exactly who needs a W-9 before 1099 season — active vendor, paid $600+ this year, no tax ID on file. Here's a real read from a connected company:
The finding, in one line: six vendors you're required to issue a 1099 to, zero W-9s on file, and no email on file for five of them — surfaced in seconds from live QuickBooks data, in June, not during the January scramble.
Where we start
The Month-End Workflow Audit
1 week · on your real workflow
$750
credited toward the build if you move forward
I map your month-end workflow, find the 3 biggest time leaks, and hand you an automation blueprint — so you know exactly what to automate first and what it's worth.
You leave with:
- A map of your month-end workflow
- Your 3 biggest time leaks, quantified
- An automation blueprint + priority order
- Estimated hours saved per month
- A build / no-build decision
Engagement & pricing
The Month-End Automation Sprint
In 30 days I build 3–5 automations around your highest-leverage workflow — client-document collection, reminder sequences, file routing, QuickBooks / Xero / TaxDome / Karbon triggers, and a stuck-client dashboard — without adding headcount.
- Month-End Workflow Audit$750
- Automation Sprint — setupfrom $3,000
- Ongoing support & optimizationfrom $1,500/mo
Most firms start with the audit — the $750 is credited toward the Sprint if you build with me. Setup and retainer scale with workflow complexity and client volume.
How an engagement works
A short, honest ladder — you only climb if each rung pays off.
20-minute Time-Leak Call
We pinpoint where your month-end admin actually bleeds hours.
Month-End Workflow Audit
One week mapping your workflow — your 3 biggest leaks + a blueprint.
Month-End Automation Sprint
30 days: 3–5 automations around your highest-leverage workflow.
Support & optimization
Keep it running and expand to the next workflow as you grow.
Who you'd be working with
Tray Branch
Praetonis is led by Tray Branch — an ex-Accenture Data & AI consultant with a finance and systems background: middle-market banking at Wells Fargo, reporting automation at Credit Suisse, and data-pipeline work in Python and SQL. I've automated finance back-office work inside large institutions; now I bring that to firms your size.
Questions firms ask
Frequently asked questions
How long does the Month-End Workflow Audit take?
One week, run on your real month-end workflow — not a generic template.
How much does the audit cost?
$750, credited toward the build if you move forward. And if I can't find at least 10 hours/month of automatable admin, the audit is free.
Is my client data secure?
Yes. Documents are processed in memory and never stored, AI runs on zero-retention model routing, and every figure is verified by a human before you sign.
Will AI make decisions for my firm?
No. The AI flags confidence levels and anything missing; your team decides and you sign. AI flags, your team decides, you sign.
Which tools do you work with?
QuickBooks, Xero, TaxDome, and Karbon, among others — automations slot into the systems your team already uses.
What size firms do you work with?
Bookkeeping, accounting, and fractional-CFO firms with roughly 5–50 staff.
What happens after the audit?
If it makes sense, a 30-day Automation Sprint builds 3–5 automations around your highest-leverage workflow, with optional ongoing support.
Not ready to book?
Get the 5-step admin automation checklist for accounting firms.
The exact order to automate your month-end admin — what to fix first, what it's worth, and what to leave alone. Free, no call required.
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Let's find your leak
Find your biggest month-end time leak.
Book a 20-minute call — we'll pinpoint where your close and document workflows bleed hours, and whether the $750 audit is worth it.