Recurring work should run itself
Monthly closes, quarterly filings, annual returns: the firm calendar is the most predictable in professional services, which makes it the most automatable. The chaos comes from tracking it manually across dozens of clients.
Automations I build for firms
- Deadline dashboards across every client, filing type, and extension
- Client onboarding: engagement letter, checklist, portal access, kickoff, automatic
- Document chasing tied to each engagement’s actual missing list
- Recurring task generation for closes and filings with assignment rules
- AI email triage drafting routine client replies for review
Fits Karbon, Canopy, or spreadsheets
If you run a practice platform, automations extend it. If you run spreadsheets, we can automate around them first and replace them only when it clearly pays. Nothing gets ripped out for its own sake.
The offer, in one paragraph
I work as the AI systems builder on your team: $4,000 a month, published price, no contract. Your first working software lands inside 14 days of an approved plain-English plan, and month one is refundable if you are not happy. You own the code, the data, and the accounts from day one. The full offer, guarantees included, is at offer.busqueneil.com, and the pricing logic is unpacked in what custom software costs in 2026.
Common questions
Can automation handle extensions and shifting deadlines?
Yes: extension filed, downstream dates shift, reminders reschedule, the dashboard updates. The rules are your rules, encoded once instead of remembered monthly.
When should a firm start this, given busy season?
Off-season is ideal, but the 14-day first build means even a January start can ship the document chaser before the crunch peaks. Month one is refundable either way.