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Of accounting firms report inability to take new clients due to capacity constraints as of 2026
Take the Lomo AI Readiness Assessment and receive a custom breakdown of where AI systems can reduce manual work, improve financial reporting, increase client retention, and create more operational leverage across your firm in Indianapolis.
Built on
01
New client inquiries, proposal requests, and follow-up calls fall through the cracks when the team is busy with deadlines. AI agents respond instantly, ensuring no potential client is overlooked.
02
Data entry, invoice processing, tax document collection, and report generation consume valuable hours each day. AI agents automate these tasks, freeing your team to focus on higher-value work.
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Appointment reminders, status updates, and document requests can lag when staff are overwhelmed. AI agents handle outreach and follow-ups seamlessly, enhancing client satisfaction.
A personalized report built from your responses, showing where AI can create the most value in your business.
Your overall score and what it means.
See how you compare to similar companies.
Strategy, Data, Talent, Infrastructure, Culture, and Execution.
Your highest-leverage workflows and agent ideas.
Where to start and which agents to build first.
A practical roadmap for the first quarter.
Why now
01 / 03
Of accounting firms report inability to take new clients due to capacity constraints as of 2026
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Of accounting professionals spend over 40% of their time on manual data entry and reconciliation work
03 / 03
Average accounting firm month end close takes 8.5 days, with 65% of that time spent on routine reconciliation tasks
Our AI Readiness Assessment identifies the workflows in your accounting firm that are most ready for AI, from client onboarding and tax preparation to expense tracking, audit support, financial reporting, and operations.
2 questions. Your number in 10 seconds.
Question 01 / 02
What we'd build
Four examples of AI operations we'd install inside a firm. Tap any card to see how it runs.
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How we work with accounting firms
We embed a fractional AI team inside your firm in Indianapolis to build, deploy, and operate the systems identified above. 90 day cycles with measurable outcomes.
01
Two weeks. We map your workflows, identify the highest ROI AI opportunities, and deliver a prioritized deployment roadmap. Four hours of your time.
See how the Sprint works02
A fractional Chief AI Officer plus implementation team inside your firm. We build the systems, train your people, and run them until they compound.
See how Transformation works03
Structured AI fluency programs built for accounting firms. Your team learns to operate and extend the systems we deploy, not rent them forever.
Training programsOther markets
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Start with a 3 minute AI audit, or book a strategy call with our team. We will walk through which use cases make the most sense for your firm in Indianapolis specifically.