We learn the task
We sit with the people doing the work and map it: the inputs, the rules, and the exceptions that trip people up.
For accounting & tax firms
Close Faster.
Spend Less Time Chasing.
Pros2Ai builds custom AI agents that handle the repetitive work of an accounting or tax practice — document collection, reconciliation prep, and close checklists — so your team spends busy season on judgment, not paperwork.
Monthly accounting process
5–6 hrs → 30 min
An accounting team's monthly workload, cut to a half-hour review with a purpose-built agent doing the heavy lifting.
Conference room booking
Text it. Done.
Room reservations moved from an outdated web portal to a simple text message. The agent finds the room, books it, and confirms.
What we take off your plate
The repetitive work your team shouldn't be doing.
Tax document collection
Clients get clear requests and reminders until every document is in.
Reconciliation prep
Bookkeeping mismatches flagged and prepared for review.
Month-end close checklists
Every close step tracked, with nothing left open.
Routine client questions
First replies to common questions, ready for your review.
Engagement letters & deadlines
Engagement letters and filing deadlines tracked across your client list.
How it works
Built around how your firm already works. Not the other way around.
No new software for your team to learn. Your agent works through the channels they already use — email, text, and the systems you run today.
We build your agent
A purpose-built agent that follows your rules — not an off-the-shelf chatbot — tested on your real work before it goes live.
You stay in control
Your team approves anything that matters. The agent handles the rest and keeps a record of everything it does.
Guardrails
Built for work that's confidential by default.
Client financials stay inside systems you control, and every action an agent takes is logged. Agents can run on your systems or ours, and we can stand up the hosting and hand it over to you.
Your data stays yours
Client material is never used to train shared models.
A person signs off
Agents prepare; your team approves anything that leaves the firm.
Every action logged
A clear record of what each agent read, did, and sent.
Scoped access
Each agent reaches only the systems its job requires.
Which task is eating your team's month-end?
Tell us about it. The first conversation is free, and we'll tell you honestly whether an agent can take it on.
Message sent.
Thanks — we'll be in touch shortly.
© 2026 Pros2Ai. All rights reserved.
Custom AI agents for professional service firms.