A 35-person accounting firm reclaimed time across its automated workflows.
Nexera Intelligence · published caseServices / AI Workflow AuditExplore the audit ↓
AI WORKFLOW AUDIT · FIXED SCOPE · FIXED FEE
Your firm already runs on AI.It’s just not organized.
98% of accounting firms now use AI, according to Karbon’s 2026 survey. What does it save your firm? The audit measures the workflows it touches. In three weeks, fixed fee, we find the hours you’re losing and hand you a roadmap for getting them back.
No pitch. Just diagnosis. If the audit isn’t worth it, we’ll tell you.
The everyday friction
Where the hours go
We audit the four workflows where firms your size lose the most time. You’ll recognize all of them.
Client document chase
Email follow-ups, disconnected portals, and staff hours spent asking for the same PBC lists.
The audit asks
Where does information go missing before work can begin?
TAX
BOOKS
WORKPAPERS
Prep and re-keying
Data moves by hand between tax, bookkeeping, and workpaper systems. Every re-key adds work and a quality risk.
The audit asks
Where is the same information entered more than once?
The partner review bottleneck
Everything queues at the top. Seniors wait on partners; partners work nights in busy season.
The audit asks
Who needs to review the work, and what is waiting for them?
?
CLIENT DATA
UNAPPROVED TOOL
Shadow AI
Staff use AI tools without a shared policy or review trail. Understand which tools touch client data, and who owns the decision.
The audit asks
Which tools touch client data, and who owns the decision?
The audit
Three weeks. One roadmap.
You keep everything.
Scroll through the weeks, or select a stage.
Find the work behind the work.
We inventory your workflows and count the hours: where work queues, where it is re-done, and where AI is already in the building unofficially.
You keepYour hours census
A shared picture of the tools, people and handoffs — with a baseline you can measure against.
Test it on your own work.
We test 2–3 automations on your data — document collection, prep handoffs and review routing. These are not vendor demos. You see real before-and-after measurements on your own work.
You keepYour working proofs
Before-and-after measurements, with human review kept in the workflow.
MANUAL ROUTE
ASSISTED ROUTE
Know what to do next.
A ranked roadmap: which workflows to automate first, what each returns, what each costs, build versus buy per workflow, and a one-page AI policy your partners can sign.
You keepYour roadmap and policy
A practical scope for your team or an implementation partner. Everything is yours to keep.
PRIORITIES
AI POLICY
The map, the working proofs, the roadmap, the policy — yours whether or not you hire us for the build.
The evidence
Why us
Our design and engineering practice works across complex platforms, systems and human handoffs. Explore the work behind the approach.
Published industry examples
Results reported by other providers. These are not Intelligaia client results or a forecast for your firm.
Docyt reports weekly time savings for accounting firm JMK.
Docyt · customer spotlightThe investment
$18,000to$45,000Fixed fee. Three weeks.
The fee is fixed before we start, scoped to your firm’s size and the workflows we map. No hourly billing, no scope-creep clause you need a lawyer to read.
Where does your firm sit?
Smaller team → typically the lower end of the range.
Your exact fee is confirmed on the scoping call. The audit stands alone. Implementation is a separate fixed-fee sprint, quoted after the audit, from the audit.
Vendor-neutral: we don’t resell software, so the roadmap’s build-versus-buy calls aren’t tilted.
Discuss your scopeNorth Carolina
Based here.
Working here.
Raleigh / Durham / Chapel Hill
We’re in the Triangle. Kickoff happens in your office, not over a Zoom link, and the follow-through happens the same way. We work with North Carolina firms first because we can actually sit down with them.
Meet IntelligaiaA conversation is a good start
Let’s discuss your workflows
Contact our team to arrange a 20-minute scoping call. You describe the workflows; we tell you what we’d measure and what we’d expect to find. If we’re not the right fit, you leave with the two questions to ask any consultant.
20 minutes · your workflow, in focus
Let’s find your next step.
Contact the teamNo pitch. Just diagnosis. If the audit isn’t worth it, we’ll tell you.
Not ready for a call?Score your firm’s AI workflows in 3 minutes
12 questions. Instant result. No email required.
Before we begin
A few practical questions.
Is our firm too small?
The audit is sized for 8–150 professionals. The scoping call establishes whether the work and likely value make it a fit for your team.
Do you replace our tools?
No. We audit what you already run. The roadmap makes a build-versus-buy call for each workflow. We stay out of the software resale business so the recommendation is independent.
What do we own afterward?
Everything — the map, the working proofs, the roadmap and the policy. If you hire us for implementation, the roadmap becomes the scope.
What about busy season?
The audit runs in three weeks and we schedule around your calendar. November–December and May–July are natural windows to consider.
Does this conflict with our IT team?
No. IT runs systems; we design the workflows and the adoption side. Your IT people are in the room, and the roadmap tells them what to execute.
Other ways of working
