AI Opportunity Assessment
A practical review of one workflow to find where AI actually pays. You get a written verdict with hours attached, not a slide deck.
AI consulting for accounting and bookkeeping firms
Close faster.
Reconcile smarter.
SoftClose AI helps firms automate the repetitive work hiding in month-end close: reconciliations, document intake, and the client chase. Built by an accountant, priced in the open, measured in hours saved.
Free audit2 per monthYou keep the findings
MONTH-END CLOSEWORKFLOW MAP
01CollectStatements and receiptsAUTOMATE
02PrepareReconciliations and tie-outsREVIEW
03CloseTasks, handoffs, sign-offTRACK
Human judgment stays.Repetition does not have to.
The close is full of work that should not depend on memory.
Chasing
Statements, receipts, and the fourth follow-up email.
Repeating
The same checklist steps, reconciliations, and handoffs each month.
Waiting
Work stalls because the next person does not know the file is ready.
What we work on
Practical automation for real firm work.
Start with the part of your close that costs the most time, then build only what earns its keep.
Month-End Close Automation
Take repetitive steps out of your close: task sequencing, status tracking, and handoffs that run without another reminder.
Document and Intake Automation
Automated nudges pull client documents into your portal, sorted and ready for the workpaper.
AI Roadmap for Firms
Every automatable workflow ranked by hours saved against cost to build, in a 90-day sequence you can hand to any builder.
Team AI Training
Hands-on training so staff can use AI tools safely and well on real firm work, not toy examples.
One rung at a time
A clear path from idea to working system.
Each step hands you something useful. Stop wherever the value stops.
01
Free audit
A quick map of your close, its hours, and ranked opportunities.
Free02
Assessment
One workflow examined line by line, with a written automatability verdict.
$50003
Roadmap
The whole-firm plan, ranked by hours saved against build cost.
$2,00004
Build
One workflow built end to end on your real systems.
From $2,00005
Retainer
Monitoring, fixes, and changes for everything built.
$500/moThe Month-End Close AI Audit
Find the costly parts before you automate anything.
A structured, one-week review of where the hours go, where the chases stall, and which steps an AI workflow could take off your plate.
Request the audit2 hands-on audits per month
Close-checklist hours mapping
See which recurring steps cost your team the most time each month.
Chase-email volume review
Map follow-ups, response delays, and the places where requests disappear.
Reconciliation time analysis
Identify the bank, card, loan, and intercompany work with repeatable patterns.
Intake bottleneck review
Find where documents stall and how that delay cascades into the close.
What happens on day 7You get the written findings report plus a 30-minute walkthrough call. You keep the findings either way. No access to client books is required.
Pricing in the open
Know the number before the call.
A close is where accounting firms prove their honesty with numbers. SoftClose AI prices the same way: openly, in writing, before anyone signs up.
AI Assessment
$500The deep diagnostic on one workflow or one close checklist.
- Line-by-line time study
- Written findings report
- Automate, fix first, or leave it alone verdict
- 60-minute walkthrough, delivered in one week
AI Roadmap
$2,000A whole-firm automation scan with a practical build order.
- Opportunities scored by hours saved and cost
- Dependencies and quick wins flagged
- Plain-language tooling notes
- 90-day sequence you can hand to any builder
Single-Workflow Build
From $2,000One workflow built on your live systems, tested on real data.
- Scope and final quote agreed in writing
- Team training and documentation
- 30 days of tuning after go-live
- You own the build and configuration
One workflow: a single trigger, a defined sequence of steps, and one measurable outcome. A second process is quoted separately.
Support Retainer
$500/moA keeper for everything built, so working systems stay working.
- Monitoring, fixes, and updates
- Monthly prioritized workflow queue
- Same-business-day response on close issues during close week
- Month-to-month, cancel with 30 days notice
100% upfront on every paid tier. No deposits or installments.You keep every deliverable either way. No money-back guarantee.
Built from inside the close, not from outside the profession.
About David
Accountant first. AI builder second.
David Friest is an accountant and the founder of David from Accounting, a virtual bookkeeping firm serving small businesses. He started SoftClose AI to bring practical automation to accounting and bookkeeping firms, beginning with the month-end close he knows firsthand.
The goal is not to replace professional judgment. It is to remove the repetitive work that keeps that judgment waiting.
Based in Des Moines, IowaFinance-first consultingPlain-spoken, practical builds
Questions, answered plainly
Before you hand over a checklist.
Why publish pricing?
Because “book a call for pricing” creates distrust on the first visit. A close is where firms prove honesty with numbers, so SoftClose AI prices the same way.
Do you need access to our client books?
No. The audit and assessment work from your checklists and process descriptions. Builds touch your systems only when you hire for one, and you own everything built.
What tools do you work with?
QBO, Karbon, TaxDome, and the email and portal stack firms already use. If your stack is different, the assessment will tell you plainly what connects and what needs custom work.
What if nothing is worth automating?
Then the assessment says so, in writing, and you keep the report. Not every workflow should be automated, and you should hear that from the person selling the automation.
Start with the free audit
Tell me what slows your close.
Include your firm name, team size, and one sentence about the slowest part of your close. David replies within one business day.