Data entry, reconciliation, document collection, tax-prep assembly — and a January-to-April surge that's impossible to staff cleanly. EiWare's worker agents carry the load; your team reviews and signs off.
Data entry, bank reconciliation, client document collection, tax-prep assembly, client communications — it's steady volume year-round, and then the January-to-April surge. Hire for the peak and you carry the cost through the trough. Don't, and the team drowns. Either way, the routine work crowds out the advisory work clients actually pay a premium for.
Prep and Approve — the worker agents do the prep; your team reviews and signs off.
Seasonal capacity that spins up in January and scales back in May. No hiring, no training, no severance.
The hours a firm loses to data entry — recovered, year-round. So the team's time goes to the work that's billable as advisory.
Document chase, handled. Client files arrive complete, instead of a preparer stopping to ask for the same three forms.
Design targets for an accounting deployment — what the architecture is built to do, not measured results. EiWare's first deployed and proven vertical is insurance.
The EiWare Premium operator surface — a branded Mission Control, multi-workflow automation across clients, and coordination across the firm's staff.
See Elliot →The EiWare Lite back office — categorization, reconciliation prep, document chase, and client follow-up for a one-person practice.
See Eli →