Industry · Accounting and CPA firms
Give your firm back the hours lost to manual work.
Cube4 finds where AI and automation can safely take repetitive work off your team, then builds it with a person checking every output. Designed for US accounting and CPA firms.
The pressure is familiar
Not enough capacity
Good staff are hard to hire and keep, and busy season, extension deadlines and month-end close stretch the team you have.
Skilled people on routine tasks
Qualified staff spend hours chasing documents, retyping data and formatting reports instead of advising clients.
AI feels risky
You can see the potential, but client confidentiality and professional standards make it hard to know where to start.
Where firms typically start
Examples of the kind of work we look at. The audit tells you which ones are worth doing in your firm.
Chasing clients for documents
Automated reminders and organizer follow-ups so source documents arrive on time, with your team only handling exceptions.
Bookkeeping and CAS data entry
Reading bank statements, receipts and invoices into your systems for a person to review, instead of retyping them.
Client onboarding and engagement letters
Collecting client information, running your existing steps and preparing letters for a person to check and send.
First drafts of reports and memos
Draft financial-statement commentary or client summaries that a CPA reviews and finalizes.
Inbox and request triage
Sorting incoming client emails and routing them to the right person with the relevant file attached.
Capacity and WIP reporting
Pulling workload, WIP and deadline information into one weekly view for the partners.
Your professional obligations
Before any work starts, we agree with you how each automation will meet your AICPA and state board obligations, including the IRC §7216 rules on taxpayer information. A qualified person in your team stays in control: our automations prepare work, your people review and approve it.
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