Freeman & Company, CPAs.
A month-end review agent, built to give back 80+ hours a month.
Freeman & Company is a fast-growing CPA firm with 160+ monthly bookkeeping clients and climbing. Every one needs a month-end review (reconciliations tied out, balances checked, anything missing flagged), and that review work was eating well over a hundred hours a month of senior reviewers' time.
We built custom connectors that put Claude directly inside the firm's bookkeeping-review platform, Double, and inside QuickBooks. On top of them, we're building a month-end review agent around how their reviewers actually work: it reads the reconciliations, ties out the balances, flags what's missing and drafts the reviewer's comments right in Double.
Both connectors are live, and the review agent is taking shape against real closes. It's designed to take the first pass on every client's month-end, learning each client's quirks from past review comments, and to give the team back upwards of 80 hours a month.
Month-end review, with an AI first pass.
of month-end review across 160+ clients, with the agent tying out balances, flagging gaps and drafting comments before a reviewer opens the file.
Claude, inside the books.
Claude reads statements and reconciliations and posts comments where reviewers already work.
Direct, secure access to client books so Claude works from the real numbers.
Ties out balances, flags what's missing and drafts the reviewer's comments on every client.
An anomaly sweep across the books before the review starts.
Give your reviewers an AI first pass.
The same model we run with Freeman & Company, applied to your firm. We connect Claude to the systems your books live in and build the review workflows around how your team actually works.
Let's build your
AI advantage.
Book a free 30-minute strategy session. We'll look at your workflows, find the biggest opportunities, and show you exactly what AI can do for your team.
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