AI automation pricing by firm sizePriced for your firm. Only the automations you want.
There are no packages and no caps. A solo practitioner and a 40-person firm don't pay the same to build an automation, because the work isn't the same. You choose how many you want. The free audit turns that into a fixed quote before anything is built.
Last updated:
1 person
Solo practitioner
Just you
From
$800
setup fee
+ $125 /month, per automation
One automation is often enough to start. Add another only when you want it.
Price my automations2–10 people
Small firm
A small team
From
$1,500
setup fee
+ $250 /month, per automation
The same busywork, spread across a few people. You pay for each automation you choose.
Price my automations11–40 people
Medium firm
An established practice
From
$2,500
setup fee
+ $450 /month, per automation
Each automation touches more systems and more people, so the build is larger.
Price my automations40+ people
Large firm
Multi-office or regional
From
$4,500
setup fee
+ $800 /month, per automation
Cross-office processes, more review, and tighter security. You still pay per automation.
Price my automationsThese are starting rates for a typical automation: reminders, intake, extraction, email triage, and similar. A full platform or an unusually complex workflow is scoped in the audit. You approve the quote in writing before we build. Monthly support can be cancelled with 30 days' notice.
What a few automations cost
Setup is one-time. The monthly amount covers hosting, AI usage, monitoring, and changes for the automations that are running.
Swipe sideways to see one, two, and three automations
| Firm | 1 automation | 2 automations | 3 automations |
|---|---|---|---|
| Solo practitioner1 person | $800+ $125/mo | $1,600+ $250/mo | $2,400+ $375/mo |
| Small firm2–10 people | $1,500+ $250/mo | $3,000+ $500/mo | $4,500+ $750/mo |
| Medium firm11–40 people | $2,500+ $450/mo | $5,000+ $900/mo | $7,500+ $1,350/mo |
| Large firm40+ people | $4,500+ $800/mo | $9,000+ $1,600/mo | $13,500+ $2,400/mo |
Totals are your firm's rate times the number of automations. The audit confirms which ones are worth building and locks the price.
The quote comes from the audit
We find what's worth building
In 45 minutes we map the busywork and rank automations by hours saved. You keep the list either way.
You pick how many
One, two, or several. Nothing is bundled in, and there is no package you have to grow into.
We write a fixed quote
Your firm's rate times the automations you chose, in writing, before we build anything.
Included with every automation
Free audit
A ranked list for your firm, yours to keep either way.
Security by default
No-training AI terms, encryption, least-privilege access, and NDAs.
Human review steps
Professional judgment stays with your team, always.
Full documentation
Plain-language docs for every workflow we build.
Not sure how many you need?
Most firms start with one or two. The audit ranks them by hours saved, so you can start small and add more only when the first ones are paying for themselves.
Pricing questions
How much does AI automation cost for an accounting firm?
Why is there a setup fee and a monthly fee?
Is the audit really free?
Is AI automation worth it for a solo tax preparer?
Can we cancel?
Is my firm too small for this?
Find out where your hours are going.
In a free 45-minute session we map your workflows and hand you a ranked list of automations for your firm, with estimated hours saved for each. It's yours to keep whether or not you work with us.