Your Practice, On Autopilot.
Month-end close. Onboarding a new client. The IRS notice that landed this morning. Whatever an accountant does in your firm, big or small, recurring or one-off, you teach Archie once and he'll handle it for every client, in parallel, overnight.
How Archie Does The Work.
No Two Clients Run The Same.
WorkPlans handle specific groups. A client whose quarter closes on the 5th. A group with three entities to consolidate. The one that runs on Xero instead of QuickBooks. The WorkStream stays the same for every client; each just gets their version of how it runs.
Hundreds Of Clients, At The Same Time.
A team of accountants works in sequence: one person, one client at a time. Even a big team can only fit so many in parallel. Archie has no such limit. 200 clients can have operations running right now, this second, with no queue between them. The whole portfolio moves at once.
You Stay In Control.
Exceptions Come To You
Variances, missing documents, balances that don't tie. Archie pulls them out. The rest waits.
Every Output Traces Back
Every action logged with the reasoning. Chain of thought, chain of evidence, all the way to the source document.
Gates Where You Want Them
Partner sign-off, a second pair of eyes. You set them, Archie stops there.
From First Run To Full Fleet.
Each client moves at its own pace, you manage when and how the human-in-the-loop joins the workflow.
First Run, Together
Archie runs the first operation with you present. It does the work; you observe. Nothing posts without your say-so.
Archie Earns the Room
As the track record builds, Archie proposes running with less supervision. You accept, or you don't. No automatic graduation.
Outputs to Staging
Every output lands in a staging area before anything touches the client's books. You review and approve.
Fleet Overnight
Archie runs the whole portfolio overnight. You arrive to a completed run — a hundred operations done, staged, exceptions flagged, ready to approve.
A Prebuilt Gallery
Payroll to Journal Entries
Archie pulls payroll reports from your provider's portal, builds the journal entries, and posts them to the GL across your entire client book, every cycle.
Workpaper Review
Archie ties every workpaper back to the trial balance and raises only what doesn't reconcile — turning sign-off into exception management.
Corporate Tax Returns
Archie drafts corporate tax returns from the underlying books and supporting documents, so your tax team reviews instead of builds.
WorkStreams Don't Demo Well In Slides.
The thing worth seeing is a WorkStream running, not a slide telling you about it. During a working session you’ll see Archie run a real cycle, against a real portfolio, showing you operations completing, outputs staged, exceptions surfaced.
Book a Working Session