Automation for CPA firms

The systems behind our day-5 close, built for the rest of your firm.

We automate document chasing, client onboarding, data entry and reporting inside the software you already use. Fixed price, fixed ship date, in writing.

Book a build call

You've already seen it work.

Our bookkeeping runs on automation we built ourselves. We build the same kind of systems for the work your own team still does by hand.

What we build

Where firms lose hours outside the books.

Document collection and client chasing

Requests go out on time, reminders follow up on their own, and your team only sees what's still missing.

More on document collection and client chasing

Client onboarding

Engagement letters, intake forms and first document requests sent and tracked without anyone copying details by hand.

Data entry and syncing between tools

Records move once between your practice software, ledger, tax software and spreadsheets. Nobody re-keys anything.

More on data entry and syncing between tools

Client follow-ups and communication

Status updates, reminders and routine replies sent in your firm's voice, at the right time.

More on client follow-ups and communication

Reporting packs

Monthly reports for your clients pulled together from the numbers you already have.

AI document reading

Receipts, bank statements and tax documents read, sorted and checked, with a person approving anything that matters.

Map, build, run. Nothing you have to learn.

Map
On the Day-5 Close? Your Day-60 Time-Back Review is the map, at no cost. Not a client yet? Clarity maps it for you in 5 business days.
Build
Fixed scope, fixed price, fixed ship date, agreed in writing before anyone starts. Built and tested inside your existing stack. Training and documentation included. Nobody learns a new platform.
Run
Your automations monitored, maintained, and extended every month, so software updates and integration changes never become your problem. Or take the documentation and run it yourself. Both are fine.

Every build is guaranteed in writing.

The ship date is in the contract.

Every build gets a fixed price and a fixed date in writing. If we miss it, we work free until it's live, plus 10% off your next build.

Guaranteed

Turnaround drops in 30 days or you're refunded.

For document collection, we measure your turnaround before we start. If it hasn't measurably dropped 30 days after go-live, the full setup fee comes back.

Guaranteed

We build into what you already run.

No new platform. No migration. No retraining your team on someone else's software.

QuickBooks
Xero
Sage
Dext
Bill.com
Drake
UltraTax
Gusto
ADP
TaxDome
Karbon
IRS e-Services
Google Workspace
Microsoft 365

Not affiliated with or endorsed by these companies.

Two ways to start.

Already on the Day-5 Close

Bring your Day-60 map. We'll scope and price the first build on the call.

Pick a time that suits you. The calendar opens right here.

Booking is handled by Calendly, which loads when you click.

Prefer to write first? Email info@invitrex.com.

Not a client yet

Clarity: a costed map of where your firm loses hours, delivered in 5 business days or it's free, and credited in full against your first build.

$657, fixed, agreed before we start.

Clarity in 5 business days, or it's free.

Your Clarity map lands within 5 business days of us getting access, or you pay nothing.

Start with Clarity

Or start with your books: try the Close Test

FAQ

Questions about builds.

No. That's the point. We build into QuickBooks, Xero, Sage, your tax software, your payroll tool, your email and your storage. If it has an API or a stable workflow, we automate around it. Your team learns nothing new.

That's what the monthly retainer covers: monitoring every live automation, same-day fixes, and managing integration changes before they become your problem. It's optional, and it's only offered after your first build is live.

Clarity takes 5 business days. Document collection goes live in weeks, not quarters. Every build after that carries a fixed ship date in the contract.

Your data stays in your systems. We work inside your existing storage and software rather than moving anything to a platform of ours. Access is scoped to what the build needs and revoked when it's done. We sign your NDA and your data processing agreement.

Then you get your money back. Clarity is free if we miss 5 days. The document collection setup fee is refunded if your turnaround hasn't measurably dropped in 30 days. Builds work free past their ship date until they're live.