Where does our client data sit?

Where it sits now. Your AI agent runs on your accounts, inside your ledger and your document store, and reads what you point it at. Nothing moves to a Nomadan system, and there is no Nomadan copy of your client files.

Which accounting systems can it work with?

Whatever the firm already runs. We check the specific system on the call, because a desktop ledger and a cloud one give very different answers. Where a system has no way in, we build up to the edge of it and stop, and you hear that before you buy.

Does this replace someone in the practice?

No. The point is capacity, not headcount. The chasing, the sorting and the same filing every month come off the desks of the people you already pay. What a client pays a qualified accountant for is the judgment, and that stays with your people.

Does it send anything to the tax authority on its own?

No. Anything filed in the firm’s name stays with a person, by design rather than by limitation. Your AI agent prepares the file, flags what is missing, and waits for your approval.

Does it email clients without us seeing it first?

You decide, step by step. Reading, sorting and filing run on their own in almost every build. Anything that goes out in the firm’s name can sit behind your approval, and we agree where that line is before we build.

Have you built this for an accounting firm before?

Yes. GMAP CPAs in Cyprus, whose founder is quoted above with his name on it. Read what he says rather than our summary of it.

AI agents for accounting firms

You didn’t qualify as an accountant to chase receipts.Now you don’t have to.

Chasing documents. Sorting receipts. The same filings, every month. None of it needs a partner’s judgment, and all of it takes a partner’s hours.

We build one AI agent around one of those jobs. It runs on the systems the firm already has, on your own accounts, and you keep it.

Book a call See the five builds

Nothing filed without a person
Runs on your ledger
First build live in 30 days
30-day build fee guarantee

The constraint

If your client list doubled next month, what breaks first?

Every practice has one bottleneck doing most of the damage, and it is rarely the one you think about most. Answer it about last week, not about a good week. Pick the one that would go first, then bring it to the call.

Speed to leadA new enquiry lands Friday night and gets an answer on Tuesday.Bring this one
Document intakeReceipts and statements sit in an inbox until somebody sorts them by hand.Bring this one
The chasingThe same clients get asked for the same documents before the same deadline.Bring this one
Dormant clientsAnnual-only clients, and the ones who never came back. Nobody has the list.Bring this one
Internal reportingNobody knows what is late or whose file it is until someone checks.Bring this one

None of them exactly?

Bring your own version. Thirty minutes, and you get a straight read on which one to fix first.

Book a call

30 minutes · No slides · No obligation

Where it plugs in

It runs on the systems the firm already has.

Your AI agent reads and writes in the ledger, the inbox and the document store you already run on. We do not move a practice onto a new platform. If a system has a login and an export, we can usually reach it. If it does not, you hear that on the call instead of after the build.

Ledger and invoicing: HashavshevetRivhitGreen InvoiceiCountPriorityMichpalQuickBooksXeroSagePrimaveraMoloni
Documents and mail: GmailOutlookGoogle DriveSharePointDropboxWhatsApp Business
Practice and clients: Monday.comGoogle SheetsExcelCalendly

Anything filed in the firm’s name stays with a person. Your AI agent gets the return ready and flags what is missing, then stops at your approval. Signing, filing and advising sit on the human side of that line, and we write the line into the build before we start, not after.

How we work

We do the setup.You run the business.

From access to working in your business, in 30 days. No code on your side, nothing moves to us, and you hold the keys from day one.

Mapping
The mapping call. You show us what is slowing you down. We write down the hours it takes. That is our measure.
Plan
What gets built, what it never does without a person, and the price from a fixed catalog.
Build
We build it and install it on your own accounts, with your tools connected.
Rollout
We run your real work through it with your people, until they work without us.

The five builds

Start with the clog that costs you most.

One clog, one job, one finished thing at the end. Get it running, then earn the second.

New enquiry answered in a minute. The form or the email arrives, it replies with the questions you always ask, and puts the answers in front of you.
Client document intake. Receipts, statements and invoices read as they arrive, filed to the right client and period, and flagged when something is missing.
The chase, run for you. The client who is late gets the reminder in the firm’s own wording, until the document lands or you call it off.
The dormant list, rebuilt. Your AI agent reads the ledger, finds who has not been billed this year, and hands you a ranked list with a first line for each one.
The Monday picture. What is open, what is late, whose file it is, and which deadline is closest, in one email before you open the office.

We never automate a job that does not already work when a person runs it by hand. If the process is different every time, we will say so on the call and tell you what to fix first. Anything that goes out in your name waits for you by default, and that line is agreed in writing before we build. It moves only if you move it yourself, in writing.

Who we’ve built for

Owners and operators.In their own words.

“”Most of our week was admin: chasing documents, sorting invoices, the same filings. Omri built the systems that take that off, and we handle more clients without growing the staff.”“
More clients, same staff
Andreas
Founder · GMAP CPAs · Cyprus
“”Our AI use was scattered. Omri built the system Claude now runs on, in every department, and we ship faster at higher quality.”“
Ships faster, higher quality
Eyal Cafri
VP of R&D · Scytale · Israel
“”Managing my design business manually meant working late into the night, and it capped how many clients I could take. Omri put Claude into my workflow, and now most of that runs on its own.”“
Nights back
Noy
Founder · Renovar · Lisbon

FAQ

What accountants ask first.

Start here · Free

A 30-minute audit call.No pitch.

Bring your week. You’ll leave with what to build and what it costs. Build fee back if the scoped work isn’t taking less of your week.

What we cover

The hours the repeatable work eats every week, and what that costs you.
The first automation worth building, and why it comes first.
An honest read on whether this is worth doing right now.

You’ll be talking with

Omri Dan · Founder