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CPA firms report 78% of staff time spent on routine administrative tasks that could be automated, according to 2026 workflow analysis data
AI for CPA Firms
Scale Your CPA Firm with 24/7 AI Employees & Agents
Take the Lomo AI Readiness Assessment and receive a custom breakdown of where AI systems can reduce manual work, improve client communication, increase billable hours, and create more operational leverage across your firm.
Built on
Most CPA Firms Rely on Manual Processes to Drive Growth
01
Missed Revenue
Client inquiries, tax prep requests, and audit leads go unanswered when your team is swamped. AI agents respond instantly, 24/7, ensuring every potential client is engaged.
02
Manual Admin
Data entry, document management, payroll processing, and compliance checks consume valuable hours each week. AI agents handle these tasks end-to-end, freeing your team for higher-value work.
03
Client Gaps
Follow-ups on tax returns, audit results, and financial advice stall when staff are busy. AI agents manage proactive outreach and timely replies, enhancing client relationships effortlessly.
What's Included in your Free AI Readiness Assessment
A personalized report built from your responses, showing where AI can create the most value in your business.
01
AI Readiness Score
Your overall score and what it means.
02
Industry Benchmark
See how you compare to similar companies.
03
6-Dimension Profile
Strategy, Data, Talent, Infrastructure, Culture, and Execution.
04
Top AI Opportunities
Your highest-leverage workflows and agent ideas.
05
Recommended Deployments
Where to start and which agents to build first.
06
90-Day Action Plan
A practical roadmap for the first quarter.
Why now
The adoption window for cpa firms is open.
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Of mid market CPA firms have deployed at least one agentic workflow system as of March 2026, up from 8% in 2025
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Firms using agent clusters report average productivity gains of 140% in document intensive departments within 90 days of deployment
Don't get left behind with AI
Our AI Readiness Assessment identifies the workflows in your CPA firm that are most ready for AI, from tax preparation and client onboarding to audit management, financial reporting, compliance tracking, and operations.
2 questions. Your number in 10 seconds.
What is AI worth to your team?
Question 01 / 02
Which of these eats the most time in your firm right now?
What we'd build
AI Use Cases for CPA Firms
Four examples of AI operations we'd install inside a firm. Tap any card to see how it runs.
01
Client onboarding runs on a 22 agent cluster under 4 coordinators
See how we deploy this
02
Tax preparation department scales with 35 agents under 5 reviewers
See how we deploy this
03
Accounts receivable operations handled by 18 agents supporting 3 managers
See how we deploy this
04
Audit documentation powered by 28 agents under 4 senior auditors
See how we deploy this
How we work with cpa firms
Installed, operated, and owned. Not another strategy deck.
We embed a fractional AI team inside your firm to build, deploy, and operate the systems identified above. 90 day cycles with measurable outcomes.
01
AI Discovery Sprint
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
AI Transformation
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
Ongoing Training
Structured AI fluency programs built for cpa firms. Your team learns to operate and extend the systems we deploy, not rent them forever.
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Get Started
Let's build your firm's AI roadmap.
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 specifically.