Every time a staff accountant leaves, the vendor quirks, the coding patterns, the way your books actually work — it walks out the door with them. The next person starts from scratch. Three months to ramp. Meanwhile, transactions pile up and month-end close slips.
And even when the team is fully staffed, everything runs in batches. Invoices sit until someone gets to them. The books are always a little behind. Month-end is always a scramble.
It doesn't have to work this way.
and you're tired of the turnover cycle. You want reliable production work so you can focus on analysis, forecasting, and the close — not recruiting and training.
— or cobbling it together with a part-time bookkeeper — and you want the full function without building a department to get it.
AI agents do the production accounting. A licensed CPA reviews everything. Your team gets clean output without managing the staff underneath.
Invoice intake, coding, approval routing, payment processing
Invoicing, collections tracking, cash application
Journal entries, account reconciliations, intercompany
Monthly P&L, balance sheet, cash flow, custom reports
Full close process, accruals, adjustments, delivered on schedule
We work in your ERP — Business Central and QuickBooks Online.
This isn't software you run yourself. A licensed CPA reviews every transaction, every journal entry, and every close before it hits your books. Coding errors get caught before they compound.
Transactions are processed as they arrive — not batched at month-end. Invoices are coded and posted the same day. By the time month-end close comes around, most of the work is already done.
Vendor quirks, coding patterns, approval workflows, process exceptions — agents learn them once and retain them permanently. No ramp-up when volume shifts. No knowledge loss when priorities change.
When something doesn't fit the pattern — a vendor dispute, an unusual accrual, an auditor request — you're not troubleshooting software. You're talking to a CPA who already knows your books.
We run full AP-to-close for mid-market companies — processing invoices, posting entries, reconciling accounts, and delivering month-end financials. CPA-supervised, inside Business Central.
We onboard to your ERP, learn your chart of accounts, your vendors, your processes. Takes about a week.
AI agents process invoices, post entries, and reconcile accounts as they arrive. No backlog. No batch processing.
Every transaction, every close, every report gets CPA-level review before it reaches you. Clean books you can trust.
I'm Alvin Liu — CPA with 10+ years implementing ERP, CPM, and BI systems for mid-market companies.
I've managed accounting departments. The production work — invoices, reconciliations, journal entries — is the same every month. But the books were always a little behind because you can only process as fast as your team can work. And every time someone left, you'd lose months of institutional knowledge overnight.
So I built a firm where neither of those things happen. AI agents process transactions in real time. I provide the CPA oversight. The knowledge stays, the books stay current, and the whole thing scales without adding headcount.
No pitch deck. A straight conversation about how your accounting runs today and what it could look like.
Book a 30-minute call. We'll walk through your setup and show you what the engagement looks like.
Get in Touch