Orlando, FL
Stop chasing documents. Let AI handle the busywork in your firm.
FirmPilot AI builds custom automation for accounting and bookkeeping firms — replacing manual document collection, client onboarding, and reconciliation with simple tools your clients and staff will actually use.
Sound familiar?
"Every tax season, I'm emailing the same clients over and over asking for documents they haven't sent yet."
"New client onboarding takes way longer than it should — same forms, same back-and-forth, every time."
"My staff spends hours a week on data entry and reconciliation that feels like it should be automatic by now."
What we build
We don't sell generic software. We sit down, learn exactly how your firm works, and build a specific tool for your specific bottleneck.
Document Collection
Replace the annual "email me your documents" routine with a simple, pre-filled link your clients can use to upload everything in one place — automatically organized for you.
Client Onboarding
Turn new-client intake into a smooth, automated sequence instead of a manual back-and-forth — less staff time, faster start for the client.
Reconciliation Support
AI-assisted transaction categorization that pre-sorts the busywork before your bookkeeper reviews it — built to work with the tools you already use.
Frequently Asked Questions
What does an AI automation service actually do for an accounting firm?
We identify the manual, repetitive tasks eating up your team's time — chasing client documents, onboarding new clients, reconciling transactions — and build a specific automation for it. Not generic software: a tool built around how your firm actually works.
Is this only for firms already using a lot of technology?
No — most of our work is with small, traditional firms that are still doing things manually by email and phone. You don't need to be 'tech-savvy' to benefit. We handle the technical part.
How much does this cost?
Every project starts with a conversation about your specific pain points, so pricing depends on scope. Most engagements are a one-time build fee plus a small ongoing maintenance cost — not an expensive software subscription.
Is my clients' data safe?
Yes. We build with encryption in transit and at rest, expiring single-use access links, and — since many firms handle sensitive tax and financial data — we structure every project to align with the FTC Safeguards Rule and IRS WISP requirements that apply to tax and accounting practices.
Do you serve firms outside of Orlando?
Our focus right now is Greater Orlando accounting and bookkeeping firms, so we can work closely and in person when useful.
Let's find your firm's biggest time-sink.
A free 15-minute conversation — no pitch, just questions about what's actually eating your team's time.
Book Your Free Call