When Botkeeper shut down in February, thousands of firms watched months of automation vanish overnight. We don’t want to be your next vendor. We want to be your last install. We put named AI employees on your QuickBooks, your Karbon, your Ignition — fixed fee, 60 days to live, 90-day handoff. When we leave, the install stays.
Tax season is 8 months out. 60 days to install. Window is open now.
Owned the source-document chase January through April. Released the partners back to actual accounting work.
Mid-size CPA firm · multi-partner · Illustrative range from typical operator data
The Botkeeper model was a managed platform — your data flowed through their pipes, the automation lived in their cloud, the monthly bill was their leverage. When the company stopped, the work stopped. We deliberately built the opposite shape.
Pure-AI bookkeeping platform
Named AI employees installed on your existing stack
When the platform fails, the platform takes the work with it. When we install an AI employee on your QuickBooks, Xero, Karbon, or Ignition stack, the install lives on your systems — not ours.
Monthly subscription, per-client billing
Fixed-fee install ($15K–$35K). Managed monthly optimization available when the workflow needs ongoing monitoring, tuning, reporting, or campaign management.
You pay for the install once. Optional monthly optimization is your call — for the workflows that need a hand on the dial. We aren't locking you into a perpetual seat fee just to keep the system on.
Vendor-managed automation
Your team operates the AI employees after the 90-day handoff
The risk of an outside vendor going dark is what the industry just lived through. Our handoff means your office can run the install indefinitely with documentation and quarterly check-ins, not a tether.
Black-box automation
Documented installs your CPA can audit
Every cadence, every escalation path, every data point is documented. If you outgrow us, take the playbook with you.
Pick one to install first. We name the right starting role based on whether your sharpest pain is partner hours during tax season, stuck AR, or quiet retainer churn.
Owns the source-document chase January through April. Sends the first request, the second nudge, the third escalation. Books the missing client to a 10-min call when the firm needs to push.
80+ partner hours saved per season
Anchor: $45–65K/yr
Reads the QBO aging weekly. Runs FDCPA-compliant dunning across email + SMS. Routes escalations to a partner before the bill ages to 90 days.
$80K of stuck AR pulled current in 90 days
Anchor: $45–65K/yr
Watches retainers for failed payments, ticket spikes, and engagement drops. Runs the save cadence with pre-approved offers. Flags the at-risk accounts to the partner before they slip.
Annual churn 24% → 18%
Anchor: $55–85K/yr
Which workflows you moved back in-house, which ones broke, which ones the team is doing in spreadsheets while you regroup.
QuickBooks, Karbon, Ignition, Canopy, Bill.com, the rest. We map the integration points before recommending a single install.
Eight months out. Honest assessment of whether a 60-day install lands before the January peak — and what to do if it doesn't.
If your firm is better off rebuilding internal capacity than installing an AI employee, we'll say so. The install only works if it works.
Sixty days to install. The window is open now. Book a scope call, walk us through what Botkeeper was doing, we’ll tell you straight whether we can land before January.
— Nathan, founder
Reach me at startupformulas.com/get-started