New · Pro Bundles

Bundles built for the work you actually do.

Fifty-seven AI agents, grouped into five focused bundles — bookkeeping, tax, client onboarding, firm operations, and audit-review. Built inside a real accounting firm. Tested on real client work. Priced for solo bookkeepers through 25-person firms.

57
Agents
11
Months Tested
36
Years Operator
8→2
Hrs / Close

Three Ways In

Pick the tier that fits your firm.

$99
Build-A-Bundle · 5 agents
Pick any 5 agents you want. Low-friction starter for firms that already know what they need.
Build your bundle →
$249
Pro Bundles · 9–21 agents
Curated by department. Bookkeepers, Tax, Onboarding, Firm. Same delivery, deeper stack.
See the 5 bundles ↓
$799
Agents Only · All 57
The full library, every future agent included. Cheaper than buying 4 Pro Bundles separately.
Get all 57 →

Pick Your Bundle

Five bundles. $249 each.

Each bundle solves a specific category of accounting work. Buy one. Buy three. Buy all four launching today. They work alone and they work together.

Lead Bundle

Bookkeepers Bundle

The full monthly close — reconcile, categorize, adjust, close, report. 8 hours per client became 2 at our firm.

13 agents · End-to-end close stack
  • Bank & credit card reconciliation
  • Transaction categorization & receipt capture
  • Adjusting journal entries (accruals, prepaids, depreciation)
  • Month-end close orchestration
  • Cash flow forecast & KPI scorecard
  • AP/AR workflow automation
  • Chart of accounts cleanup

$249

One-time · lifetime access · all 13 agents

Friday Launch

Tax Bundle

Tax preparation, planning, and compliance across every entity type. Busy season redesigned.

11 agents · Quarterly + year-end + busy season
  • Quarterly estimated tax (S-Corp, C-Corp, Schedule C, unified)
  • S-Corp reasonable comp calculator
  • 1099 prep and W-9 chaser
  • Sales tax filing prep (multi-state)
  • Retirement distribution tax
  • 50 prompts for busy season
  • Document chase + materiality calculator

$249

One-time · lifetime access · all 11 agents

Friday Launch

Client Onboarding Bundle

Discovery through first deliverable. The first 30 days of every new client, redesigned to feel intentional.

11 agents · Discovery → first close
  • Discovery call script (tailored per prospect)
  • New client intake form (entity-aware)
  • Engagement letter + proposal generator
  • Welcome packet generator
  • Zero-touch onboarding flow
  • Document collection chase
  • Independence conflict check (attest clients)

$249

One-time · lifetime access · all 11 agents

Deepest · 21 Agents

Accounting Firm Bundle

Firm operations, AI strategy, team development, and workflow elimination. The firm itself, redesigned.

21 agents · Strategy + ops + team + growth
  • AI maturity scorecard & 90-day implementation roadmap
  • Workflow audit + delegation framework
  • Meeting killer + SOP retirement
  • Team readiness assessment
  • Daily client briefing + weekly report generator
  • AI risk governance policy
  • Billable hour multiplier · ROI calculator · pitch deck

$249

One-time · lifetime access · all 21 agents

Coming · Future Wave

Audit / Review / Quality

The full attest engagement workflow — independence through report. Standardized across staff, engagements, and years.

9 agents · Attest engagement stack
  • Independence conflict check (AICPA threat-based)
  • Materiality calculator (overall + performance + trivial)
  • Sample selection (controls + substantive)
  • Lead schedule builder (14 FS areas)
  • Audit confirmation chase + alternative procedures
  • Workpaper QC (5 review levels)
  • Risk governance + team readiness (cross-bundle)

$249

Launching in a future wave · sign up for notification

Step 2 · Checkout

Get your Pro Bundle.

Pick the bundle above, fill in your info, and continue to PayPal. Your bundle ships to the registered email right after checkout.

You'll be sent to PayPal in a new tab. Your bundle lands in your inbox after payment.

Want all 57?

Buy all four launching bundles — or get the full library for less.

Four Pro Bundles purchased separately is $996. Agents Only ships all 57 agents in one drop, plus every future agent we add — for $799.

You save $197 vs. buying four bundles. And $446 vs. buying all five (when Audit launches).

See Agents Only →
$799
All 57 agents · one-time

How It Works

Three steps from purchase to running an agent.

1

Pick the bundle

Choose the bundle that matches the work you do most. Pay one time. Get instant access to every agent in the bundle plus the welcome packet that walks you through how to use each one.

2

Open the welcome packet

Every bundle comes with a customized welcome packet — what's inside, who it's for, the workflow at a glance, agent-by-agent guidance, and a first 30 days roadmap.

3

Run your first agent

Each agent is a standalone HTML tool — opens in any browser, no software install, no learning curve. Answer the questions, click GENERATE, get a printable workpaper, document, or worksheet ready to use.

Frequently Asked

Bundle questions, answered.

What's the difference between a Pro Bundle and Build-A-Bundle?
Build-A-Bundle ($99) lets you pick any 5 agents from the library — for firms that already know what they need. Pro Bundles ($249) are curated by department with 9–21 agents each — for firms that want the full stack for a category of work without picking individual agents.
Can I buy multiple Pro Bundles?
Yes. A solo bookkeeper might buy only the Bookkeepers Bundle. A full-service firm might buy all four launching bundles at $996 total. Once Audit / Review / Quality launches, the full set is $1,245. Agents Only ($799) is the better deal if you want everything.
Some agents appear in multiple bundles. Do I pay twice?
No. Each bundle is self-contained, and cross-listed agents (like Document Collection Chase) live in multiple bundles by design — once you own them, you own them. Buying two bundles doesn't charge you twice for shared agents.
Already bought a Pro Bundle and want the full 57?
You get 50% off Agents Only — $399 instead of $799. Head over to Agents Only and use the green "Pro Bundle Buyers" section to request your private checkout link.
When does Audit / Review / Quality launch?
Held for Wave 2. The agents are built and tested — we're sequencing the launch behind the four bundles going public on Friday. Add yourself to the notify list above and you'll get the launch announcement first.
Is there a refund policy?
30-day money-back guarantee. If a bundle doesn't fit your firm after 30 days, email us and we refund. No questions, no fine print.
What software do these agents work with?
Designed software-agnostic — works with QuickBooks Online, QuickBooks Desktop, Xero, Drake, Lacerte, ProConnect, CCH Axcess, and most major accounting/tax platforms.