The operational busywork in your firm, run by a system instead of your staff.
Custom automation for small accounting firms — document chasing, the close, onboarding, and reconciliation. Built on the tools you already run.
Read-only, scoped connections. Nothing writes to your clients' books without you.
Document Collection — Tax Season 2025
Collected
28
Outstanding
10
Overdue
3
Harbor Point LLC
1120-SAll documents in
Delgado & Sons
1065Reminder sent · 2d ago
Northwind Studio
Sch. CAll documents in
Vela Holdings
1120No reply · 9 days
Cedar Lane Café
Sch. CReminder scheduled
Built on the tools small firms already run on
The work that never shows up on an invoice
You didn't build a firm to run a collections desk.
Four kinds of repetitive operational work quietly eat your team's week. None of it requires an accountant — but all of it lands on one.
300+
chase emails a season
Your team spends the first two weeks of every engagement asking the same clients for the same five documents.
Day 12
and still no clear picture
Halfway through the month and nobody can say which closes are actually done without pinging three people.
2–3 wks
to onboard one client
A signed client waits while intake, portal access, and document requests crawl through manual handoffs.
3,000+
transactions, 12 that matter
Reviewers scroll past thousands of clean transactions to catch the handful of real exceptions.
How we work
From one workflow to a system that runs itself.
We start narrow and prove it before we expand. No six-month implementation, no committee.
We map one process
On a 15-minute call we pick a single repetitive workflow you run today and trace exactly how it works — the steps, the tools, the handoffs, the points it breaks.
We design the automation
You get a plain-English plan: what gets automated, what stays human, what data is touched, and the numbers behind it. You approve it before anything is built.
We build on your stack
It connects to the tools you already run — QuickBooks, Xero, TaxDome, Gmail — through scoped, read-where-possible connections. No rip-and-replace, no new tool for clients.
We tune it with you
We pilot on a handful of clients, watch the real numbers, and tighten the system month over month. You see what it caught and what it saved.
What we automate
Four systems. Start with one, or run the full set.
Each one targets a specific, repetitive workflow. Most firms start with document collection and add from there.
Built on tools you already trust
No rip-and-replace. No new login for your clients.
The fastest way to lose an accounting firm's trust is to ask it to bet its workflow on a tool nobody's heard of. So we don't. Crest builds on top of the software you and your clients already use every day.
Built on your existing tools
We connect to QuickBooks, Xero, TaxDome, Gmail and the rest of your stack. Nothing to migrate, nothing for clients to learn.
Not a black box
Every system is documented in plain English: what it touches, what it does, and what stays human. You can see and explain how it works.
Read-only by default
Connections are scoped to the minimum data needed and read-only wherever possible. Nothing writes to a client's books without your sign-off.
Works with
Run a tool that isn't here? If it has an API, we can almost certainly build on it.
The numbers
What this actually moves.
Concrete targets, not slogans. These are the outcomes we design each system to hit — and measure against once it's live.
11 hrs
Staff time saved per close
From eliminating manual document chasing on a ~40-client book.
3.5 days
Off the average month-end close
Mostly recovered by catching blocked steps on day 4, not day 18.
94%
Of transactions filtered before review
Only genuine reconciliation exceptions reach a human.
9 days
Faster client onboarding
Sequential manual handoffs collapsed into one automated flow.
Figures are modeled targets for a representative 2–20 staff firm, shown while we build our published case studies. We'll commit to your numbers, on your data, before you sign.
See it run on your firm's actual workflow.
A focused 15-minute call. We look at one repetitive process you run today and show you exactly how it gets automated — no slides, no obligation.
Built for US & Canadian firms with 2–20 staff.