Documents coded, accounts reconciled, and the close drafted before your team logs in.
You don't pay a dollar until it's built and working.
All discovery is free. Each piece is billed only once it is running in your business.
ThirdAxis builds custom AI systems for CPA firms and bookkeeping practices, connected to the ledger and practice software you already run. Client documents read and coded with a confidence score on every line, bank and card reconciliations drafted overnight with the exceptions explained, month-end packets and variance commentary written from the actual numbers, and a client request desk that chases what is missing. Your staff work the exceptions, and a CPA signs what goes out.
- Vendor
- 99%
- Ridgeline Roofing & Sheet Metal
- Invoice
- 99%
- RR-11872
- Date / terms
- 98%
- Oct 9 · Net 30
- Property
- 96%
- 410 Larkin St
- Total
- 99%
- $18,420.00
Concept. Client documents arriving from the portal and email, an invoice read field by field, and the coding drafted from the client’s own history with a confidence score on every line.
Where a firm’s hours go.
Keying documents, matching transactions, chasing clients for the last statement, and rebuilding the same packet every month. Fewer people are doing that work each year. The figures below are industry-wide.
of accounting staff in a Gartner survey make several financial errors a month, and Gartner links the errors to low capacity.
U.S. accountants and auditors left their jobs over two years, a 17% decline, per a Wall Street Journal analysis of federal labor data.
is the median, in calendar days from trial balance to final statements, across 2,300 organizations benchmarked by APQC.
Most of a close is assembling and checking. The judgment is a small share of the hours.
We work with CPA firms, bookkeeping and client accounting practices, and in-house finance teams. The pattern is the same in each: a stack of client documents, a ledger that has to match the bank to the penny, and a deadline that does not move. Multi-entity clients, where the work repeats across companies, cards, and ledgers, are where the systems pay off fastest.
Most firms cannot hire their way out of the busy months. The systems below take the first pass on the repetitive work, show their reasoning on every item, and leave your staff with a short list of exceptions to decide. Every number stays traceable to the document it came from.
The systems we build for firms.
Capture and coding is above. The next three cover reconciliation, the month-end packet, and the client requests that fill the inbox in between.
Bank and card reconciliation, drafted overnight.
Every transaction is matched to its receipt, statement line, and ledger entry across accounts, cards, and entities. Duplicates, personal charges, and missing receipts are flagged with a one-line reason, cardholders are asked for what is missing, and the reviewer accepts or sends back each exception with one click.
Live demo. A week of charges for a client with 40 company cards, matched to receipts and coded to jobs, with two exceptions set aside for the reviewer.
Month-end packet and variance commentary.
The close checklist tracks itself as reconciliations finish and entries post. Standard entries are drafted from rules approved once, accounts that moved past your threshold are flagged, and the commentary is written from the actual numbers in your template. The manager reviews a draft instead of building one.
Repairs and maintenance rose $18,420 (61%) over August. Most of the increase is one invoice: the membrane replacement on Building B at 410 Larkin St, billed October 9 and dated to September work.
At $16,900, the membrane line may qualify as a capital improvement under the firm’s policy. Expensed as drafted. Reviewer decision needed.
Utilities rose 12%, in line with the cooling load in the September degree-day figures for the two larger buildings.
Every figure links back to its entries. The engagement manager edits and signs the packet.
A client request desk for email and the portal.
“Did you get my 1099?” is answered from the request list, the missing statement is chased on a schedule, and every received document is filed to the right engagement. Questions that need judgment, like whether to amend a return, go to the right person with the thread attached.
Client asks whether to amend the prior year for one additional donation receipt. Thread and receipt attached.
Answers only from the request list and the client’s file. Anything that needs advice goes to a person, with the whole conversation attached.
And more we build for firms.
Claude Cowork rollout and enablement
We set up Claude Cowork for the firm with shared projects, client file context, and guardrails, then train each team on the workflows where it saves the most time.
Controls testing on every transaction
Duplicate payments, round-number entries, unusual vendor activity, and missing documentation checked across 100% of transactions, kept as a standing report for the audit.
Standard entries from approved rules
Accruals, deferrals, prepaid amortization, and recurring intercompany entries drafted each month from rules the reviewer approves once.
Tax workpapers from source documents
Trial balance mapping, book-to-tax adjustments, and the import file for the tax software prepared from the client's documents and ledger.
Multi-entity consolidation
Several companies, cards, and ledgers rolled up with eliminations drafted, which is where the hours add up fastest.
Client onboarding
Engagement letter, organizer, bank feed and portal setup, and the first document request sent from one intake form.
Some of this already exists. We would not rebuild it.
Your ledger keeps the books, your practice software tracks the work, and your tax software files the returns. What sits between them today is your staff, keying and chasing. That is the part we build.
How we work with a firm.
A CPA reviews and signs everything.
The systems draft, match, and flag. Postings, packets, client replies, and anything that touches a return are approved by your staff, and the signature stays with a licensed person.
Review mode first, automatic only when proven.
Everything starts with read-only access and a person approving each item. A category moves to automatic only after it is accurate on your real clients, at a confidence threshold you set.
Built inside what you already run, owned by you.
Your ledger, your practice software, your portal, your inbox. Fixed price per system, billed once it is running, and the code and accounts are yours.
- Read-only access to start
- A confidence threshold you set
- Every number traceable
- You own the code
The screens on this page are concepts prepared for discussion, not finished software. The clients, vendors, documents, accounts, amounts, requests, and dates shown in them are invented and describe no real firm or client. The reconciliation demo is scripted with invented data and calls no model. The photographs are generated images. Industry figures are from Gartner’s survey of 497 controllership staff (published February 2024), a Wall Street Journal analysis of Bureau of Labor Statistics data, and APQC’s general accounting benchmark. Software names are examples, not a claim about what any firm uses. Nothing here has been scoped or priced; that is what a first call is for.
Start with one client’s month.
A short call on how documents reach you today, which clients take longest to close, and what your ledger and practice software allow. Reach Roman directly at roman@thirdaxis.ai.