Ship AI Studio builds AI workflows for accounting and CPA firms with 10 to 500 people. It chases client documents, prepares the monthly client close, and drafts answers to client email for your staff to approve. CPAs keep every tax position and sign-off. Start with a $1,500, one-week AI Assessment that ends with a fixed build scope or a clear no.
CPA firms · Tax practices · Outsourced bookkeeping and CFO services
| # | Workflow | Worth | Call |
|---|---|---|---|
| 01 | Client document collection | Build first | |
| 02 | Monthly client close | Build | |
| 03 | Client inbox | Later | |
| 04 | Tax positions and sign-off | Clear no |
CPAs decide every tax position, review, and sign-off. The system prepares the work.
Three workflows we look at first. Each one is slow, repeated every week, and safe to hand to a system with a person approving.
One week on one workflow. For an accounting firm, the week usually starts with document collection or the client close. We sit with a manager and a staff accountant, look at the practice management system and the portal, and count the hours. Book it outside your busiest weeks.
Credited in full toward a Build Sprint that starts within 30 days.
About the AssessmentWe pick the one workflow or agent to review.
Short interviews and a look at the tools and data it touches.
What leaks, in dollars and hours, and what must wait for a person.
Your ranked plan, and a fixed Build Sprint scope or a clear no.
Add your website. Six questions. A free report in two minutes.
We describe what we build, not a certification we hold. Your compliance team reviews the rules and the log before go-live.
We build on the tools you already use: QuickBooks Online, Xero, the client portal, practice management tools such as Karbon or Canopy, tax software, document storage, and email. The Assessment confirms which ones we can reach and how.
What your compliance officer will ask before you use AIAnything that goes out in your name, changes a record, or moves money waits for your yes.
Each step is logged with its inputs, its source, and who approved it.
Each workflow reads only the client records the job needs. Nothing is copied out to train a model.
Santos Hernandez was the founding product hire and later VP Data at ZBD: $0 to $12M ARR, the EU's first MiCAR approval, and money transmitter licenses in 26 states and D.C. Before that: American Express, Bank of America, Vanguard, Wells Fargo, and Discover. The person you talk to builds it.
Meet the founderWith Ship AI Studio, the first step is the AI Assessment: $1,500 for one week. A Build Sprint is $5,000 flat for one workflow or agent, live in two weeks. AI Operations is $999 a month to keep it running. The Assessment fee is credited in full toward a Build Sprint that starts within 30 days.
In one week we review one workflow with your team. You get a map of where the hours go, what the fix is worth in dollars, whether a workflow or an agent fits, a ranked plan with the approval points, and a fixed Build Sprint scope or a clear reason not to build.
Outside your busiest weeks. The Assessment takes one week and the Build Sprint takes two, so you can run both outside filing deadlines, for example May to August or November to December, and go into tax season with the workflow live.
No. The system collects documents, prepares entries, and drafts replies. CPAs make every tax decision, and every approval is logged.
We build on the tools you already use: QuickBooks Online, Xero, the client portal, practice management tools such as Karbon or Canopy, tax software, document storage, and email. The Assessment confirms which ones we can reach and how.
No. The Assessment puts a dollar number on the workflow before you spend more. If the number is too small to pay for a build, the readout says so and you stop there.
A free 15-minute call with Santos. Bring the task that eats the most staff hours each season.
Ground track · wherever our clients operate