Tax prep data entry. Document review. Client onboarding paperwork. Reconciliations. Your team is doing work that shouldn't require them — and billing accordingly, or absorbing the cost. Neither is great.
We help accounting firms figure out exactly where that time is going, which of it is actually automatable, and what to do about it — without ripping out your existing stack or taking a two-year ERP detour.
No pitch. No sales call. We'll research your firm and email a tailored AI assessment within 48 hours.✓ You're in. We're researching your firm now — expect your personalized assessment in your inbox within 48 hours.
We don't sell software. We don't do implementation. We build you a clear, firm-specific plan for where AI fits into your practice — what to automate, what tools to use, and in what order.
We built Cogtide because we kept seeing the same pattern: firms with smart people spending hours on work that AI can do in minutes. Tax prep data entry. Report formatting. Client follow-up emails. Document assembly.
Accounting firms have some of the clearest automation opportunities in any industry — high document volume, repetitive workflows, and staff time that costs real money. The firms that move on this now are going to have a meaningful edge over those that wait.
We're not a big consultancy. We're a small team that actually builds and implements AI workflows. You'll work directly with us, not get handed off to a junior associate.
Tell us your email. We'll ask a few questions about your firm and send you a tailored AI readiness assessment — where you stand, what's worth doing, what to ignore. No strings.
✓ You're in. We're researching your firm now — expect your personalized assessment within 48 hours.
Ready to move faster? Skip the assessment and go straight to your custom AI playbook — a full practice-specific plan with 30 days of expert support.
Get the Playbook — $495 One-time. No subscription. Delivered in 3–5 business days.