Two doors: automate the grind inside your own practice (tax, audit, CAS), or co-deliver AI automation and fractional finance leadership to clients while tax and audit stay with you.
Systems we meet you in: UltraTax / CCH, Drake, Lacerte, QuickBooks, Xero, Bill.com, and your practice management stack. Confidentiality, IRC §7216, and your Claude / Anthropic data settings are scoped up front. See Security & data.
You introduce us for close, AP, reporting, or forecasting automation. We build on Claude in the client's environment. You stay the trusted advisor for tax and audit.
When a client needs operating finance leadership between filings, we can co-deliver or take a fractional seat — and we send tax, audit, and assurance work back to your firm.
Same free Snapshot front door. Partner economics after we prove value on firm work or a named client.
Map firm throughput (CAS, write-ups, close support) or a pilot client process — automate one live. Tax and audit stay with you.
Request a partner Snapshot ›Introduce us where operating finance or automation would otherwise go to a consulting firm — compliance stays yours.
Book a partner call ›Where it helps, deliverables carry your firm’s brand with Opswell as build partner — scoped in the MSA.
Ask about white-label ›Size CAS / close capacity with the Close Cycle Lab or AP Leak Lab before you intro a client.
Open the Close Cycle Lab ›No. We work alongside accounting firms — automation and operating finance, not tax returns or audit opinions. Tax and audit stay with you.
Where it helps, deliverables can carry your firm’s brand with Opswell as build partner — scoped in the MSA.
You stay relationship owner. We quote the client a fixed fee after their Snapshot. Referral / co-delivery terms are written up front — no surprise channel conflict.
Usually within one business day. Partner Snapshot, co-delivery intro, or a short call.