AI and automation for accounting firms
Busy season exposes every manual step.
Chasing documents, re-keying the same client data and assembling the same workpapers consumes the weeks you can least afford. An Edgerton assessment measures that work across your team, then proposes what is worth automating with EdgeKeeper.
Built forFirm owners and operations leads who want to know where recurring client administration actually goes before the next busy season.
01 / The outcome
What you get.
- A measured view of where repetitive work takes time
- Ranked opportunities with assumptions, estimated capacity value and costs made clear
- A report and full proposal you keep, whether or not you commission a build
- An assessment-fee refund if we find no clear ROI path
The scope
What's included.
- A paid Edgerton assessment over ten business days on the computers you choose, with your team’s knowledge and consent
- A report covering the work observed and the limits of the measurement
- A proposal with build scope, cost, timeline and estimated payback
- An optional, separately agreed EdgeKeeper build and ongoing support
02 / Delivery
How we do it.
- 01
Measure the work
We agree the assessment fee, participating computers and visibility level before installation. Your team knows what is measured and consents to it.
- 02
Review the proposal
We explain the findings, costs, dependencies and estimated payback. Recovered time is capacity, not a promise of cash savings. You decide whether the build makes sense.
- 03
Build and support
If you go ahead, we run our EdgeKeeper software on a dedicated Microsoft Azure server, connect the approved tools and build the agreed workflows. Your team works in Switchboard for answers, reports and dashboards from the systems we connect for you. A named lead supports your team under the service agreement.
03 / In practice
What this can look like.
Illustrative workflows. Your assessment determines the scope.
Document collection
Prepare lists of missing client documents and draft requests for the engagement team to approve.
Client status reporting
Assemble progress updates from approved systems, with staff checking the result before sharing it.
Review preparation
Organize source material and highlight exceptions for an accountant. Professional judgment and filing decisions remain with your firm.
What an accounting assessment looks at.
These are possible workflows, not a prebuilt accounting package or a promise that every connection is available. Your assessment checks the work, vendor access, permissions and expected value before we propose a build.
The promises we put in writing.
If we don't find ROI, you get the fee back.
Edgerton measures how your team's work really happens (with your team's knowledge and consent) and puts a dollar figure on what it finds. If there's no clear ROI path, the verdict is 'don't build', and the Assessment fee comes back. The report is yours to keep either way.
Production by a fixed date.
Set during the Build. If we miss it, additional weeks of build are on us.
You keep your data, whatever happens.
Your records, everything the brain learned about your business, the log: yours in the contract, with full export rights. The server and the software are ours; the knowledge is yours. Leaving is a documented handover, not a hostage negotiation.
Your rules decide what the AI sees.
Only what you approve goes in. Nothing you don't approve comes out. And every access is written down, so "what did it see?" always has an answer.
A named engagement lead.
Not a queue, not a rotation. You know their name, they know your business, and they pick up the phone.
Before you decide
Questions we get.
Can our team make its own AI agents?
Yes. Once EdgeKeeper is running, make as many read-only AI agents as you want in Switchboard, for any job. Give each agent a clear brief. Agents read the systems we connect for you and can prepare reports and dashboards. Apps and automations that make changes are built with you, with a business case. A person approves writes and outbound actions.
Do we have to buy the build?
No. The assessment is a separate paid engagement. You keep the report and full proposal. If we find no clear ROI path, we refund the assessment fee.
Will this work with our existing software?
We confirm access, licensing, vendor restrictions and permissions during scoping. Your proposal identifies the connections we can support and any dependencies before you approve the work.
Who approves changes?
Connections start read-only. A person approves writes and outbound actions. Your team reviews drafts and retains responsibility for professional and operational decisions.
Who owns the data?
Your business data and knowledge remain yours, with full export rights and a documented handover. The EdgeKeeper software and the server we provide remain ours.
Related guides.
Your next step
Start with an Assessment.
We install Edgerton on the computers you choose, with your team's knowledge and consent. After ten business days, you get a report and a proposal to help you decide what to do next.