AI assistant purpose-built for accounting firms.
Role: Product Designer
Timeline: 18 weeks
Platform: Web + Mobile
What they said
“Early in my career, it was always special to be invited to client meetings. But often, another accountant and I were invited just to take notes, nearly $1,000 an hour spent documenting conversations.
It was impossible to capture everything, and afterward we’d spend more time summarizing and updating systems, most of it unbillable.”
The Problem
To start, we’re focusing on meeting admin. On average, accountants spend 50 minutes preparing for and following-up on every client meeting. This pain escalates for every accountant within a firm.
Lean UX
Rapid sprints where every 2-3 weeks we ship one flow
Shipped Modules
