Close in days. Not weeks.
An Ownly agent that categorizes, chases, drafts, and flags — so your team stays on review, advisory, and the work clients actually pay for.
Pick a part of your week. See what changes.
Categorizes against your chart of accounts. 95% auto. Unclear items routed for one-click review.
Matches receipts to transactions overnight. You arrive to a clean ledger.
Pulls feeds, reconciles against Stripe and PayPal, flags only what disagrees.
One-page memo in plain English. Partner edits two sentences and approves.
Partner Name, EIN/SSN, OBI, Distributions, Capital Gains — straight into your CSV template.
Knows what's missing per engagement. Drafts the firm-but-polite ask. Escalates when needed.
Trial balance, reconciliations, open items, last year's adjustments — assembled per client.
Surfaces missing 1099s, unusual deductions, and balance jumps before they bite at filing.
Per-client status email drafted: what landed, what's stuck, what we need.
Reminders on the cadence you set. Escalates to phone-call territory when the ladder runs out.
Reads the last 12 months, surfaces three things that changed, drafts the question to raise on the next call.
Sorts client mail by urgency, drafts replies for the routine 70%, flags the rest.
"Tax season used to break me. This year I closed January in two days."
The CPA technology landscape in 2026. Integration spine, WISP & IRS Pub 4557 baseline, and the workflows that actually move the needle for a 1-to-10-person practice.
Read the full research piece →30 minutes. No pitch.
We walk you through the agent we'd build for a practice your size, with the numbers that matter and the workflows we'd adapt for your firm.
Book a free strategy call- You tell us what eats your week today.
- We show what the agent would do differently.
- We share the build cost and timeline up front.
- You leave with a concrete next step, even if it isn't us.