Make room for the work that counts.
An AI team for document requests, onboarding and close readiness. More organized client work. More time for professional judgment.
A proposed example, not a live product demo. Select each step to see what the agent prepares and what stays with your team.
A client has supplied some documents, but the monthly checklist still has gaps. Staff need a reliable view before starting the close.
A client is nearly ready for month-end, but three source documents are missing. Instead of searching inboxes, the team gets one reviewed readiness packet.
The owner outcome: Give accountants a reliable picture of what is ready, what is missing and who owns the next step, without asking them to assemble the status themselves.
Choose the workflows that fit your operation. We design and implement each around your systems and your team, with clear approval rules. Start small or connect several.
Get new clients ready with fewer email threads.
The workflowTurns approved engagement requirements into a setup checklist; tracks access, contacts and outstanding items.
Your team stays in controlYour team approves the engagement and access permissions.
Spend less time chasing statements and receipts.
The workflowCompares received files with the period checklist, drafts precise requests and stops chasing items already received.
Your team stays in controlUses your secure portal; ambiguous documents go to staff.
Give bookkeepers a cleaner review queue.
The workflowExtracts invoice and receipt fields, flags possible duplicates and suggests categories with source links.
Your team stays in controlA bookkeeper approves entries; nothing posts or pays automatically.
See what is holding up each close.
The workflowCombines checklist status, unanswered questions and review dependencies into a prioritized exception queue.
Your team stays in controlYour accountant resolves exceptions and signs off the close.
Get each question to the right person faster.
The workflowClassifies incoming requests, retrieves relevant work history and drafts a source-backed response.
Your team stays in controlTax, payroll and financial advice stays with qualified staff.
Walk into client meetings better prepared.
The workflowBuilds a briefing from approved reports, prior commitments and material changes, with questions to discuss.
Your team stays in controlThe advisor validates figures and interprets the results.
Catch extra work before it disappears into write-offs.
The workflowCompares recorded work and client requests with the engagement; flags potential out-of-scope tasks and unbilled time.
Your team stays in controlA partner decides scope changes, fees and client communications.
Spot overloaded weeks before deadlines slip.
The workflowSummarizes upcoming due dates, blocked jobs and assigned workloads across the practice.
Your team stays in controlManagers set priorities and staffing; statutory dates are verified.
Solution options are scoped and configured for your business, not a claim of ready-made integrations. Existing software comes first. The implementation packages below include only the workflows listed in each package.
Compare implementation packages +Which workflow would make the biggest difference to your team? Tell us where you would like to start.
Discuss these solutions +Practice-management software such as Karbon, a secure client portal, approved document storage and work email. Read-only access first; compatibility and retention rules must be verified.
Use native automation where it already meets the need. These are design options, not promises of working integrations.
Start with one recurring checklist and a small set of consenting client accounts. Compare agent-prepared packets with staff-prepared packets before allowing any approved sends.
Agree the baseline, access boundaries, review owner, acceptance tests and stop conditions before activation. Measure net staff time after review and correction, not just machine output.
We believe American small businesses can be among the biggest beneficiaries of AI. More capability for your team. Less work falling through the cracks. More room to grow. We’re building these solutions around your industry, with U.S.-based implementation and people you can talk to.
We know the owner’s perspective: 20 years running Merit Consulting and helping enterprises put technology to work. Merit continues today, and that experience now also stands behind Merit SMB AI. Meet the people behind the work ↗
Three starting points, with clear deliverables.
Examples, not guaranteed savings. Payback assumes you can put the returned time to useful work at the stated hourly value. Payroll may stay the same. Each package explains the assumptions below.
1 defined workflow. One location or team; 1–2 supported integrations.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
3 defined workflows. One location or team; up to 3 supported integrations.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
5 defined workflows for one agreed team or location. Up to 4 supported integrations, with richer exception handling and reporting.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
Sector-specific scope: Client-specific document checklists and source-linked extraction. Advanced invoice intake covers one agreed format family. No tax preparation, audit, postings or payment execution.
Planning estimates, not binding quotes. Ranges assume permitted access, usable data, supported integrations and a named reviewer. The final proposal confirms deliverables, acceptance tests, handover and responsibilities.
Vendor licenses, model/voice usage, taxes and ongoing care are additional. Custom APIs, major data cleanup, regulated advice, autonomous financial actions and 24/7 response are not included unless expressly scoped. Lower software subscription prices are not equivalent to implementation services.
Managed care is optional. Choose who owns monitoring, updates and support after handover.
Your team operates the delivered workflows after handover. No ongoing monitoring, maintenance or support included. Vendor subscriptions and usage remain your responsibility.
Up to 2 support hours for agreed maintenance and troubleshooting. Additional work requires approval. Vendor costs are separate.
Up to 4 hours for agreed maintenance, monitoring review and improvements. No unlimited changes or 24/7 service. Vendor costs are separate.