AI-Native Practice Management

The operating system
for your accounting firm

Workflow automation, 19 AI agents, document management, e-signatures, a firm website, QuickBooks and Xero integration — all in one platform. Built for accounting firms from the ground up.

Controlled rollout — limited access
No credit card to apply
Onboarded personally
Q4 Client Close — Workflow
Live
Client onboarding
AI · Onboard
Document collection
AI · Forma
Compliance review
AI · Parity
Partner sign-off
Human
Engagement letter
AI · Cadence
Progress2/5 steps
19
AI Agents
6
Integrations
8
Platform modules
100+
RBAC permissions

How Accute works

From intake to delivery — in one platform

01
Map your engagement
Use the visual workflow builder to define stages, assign AI agents or team members, and set approval checkpoints for any service line.
02
Agents take over
Cadence runs the workflow. Parity reviews compliance. Forma collects client data. Echo drafts communications. Each step is logged.
03
You review and ship
AI outputs surface in your Approvals queue. Review, approve, or request changes. Execution history and audit trails stay forever.

Every module your firm actually needs

Not a collection of bolt-ons. Built as one platform.

Workflow Engine
DAG-based workflow builder with stages, rounds, triggers, and human checkpoints. Define once, run for every client.
19 AI Agents
Domain-specific agents for compliance, forms, documents, onboarding, content, and more — pre-trained, ready day one.
Document Management
Full document CRUD with version history, SOPs, dynamic form templates, and e-signature requests built in.
Website Builder
Give every client-facing accounting practice its own website. Pages, blog, media, and AI-powered content generation.
Smart Inbox
Triage messages from email, Slack, and Teams in one place. Convert any thread into a task with one click.
Agent Marketplace
Browse, install, and configure community agents and workflow templates without writing code.
AI Roundtable
Put multiple AI agents in a room on any problem. Each agent contributes from its domain. You approve the deliverables.
Analytics
Execution history, workload by team member, success rates, and activity timeline across all workflows.

Connects to your existing stack

Native OAuth integrations — not fragile wrappers for the core ones

QuickBooks
Customers, Invoices, Payments
Xero
Contacts, Bank Transactions
DocuSign
E-signature requests
Slack
Message triage + tasks
Teams
Message triage + tasks
Zapier
Webhook automation

Pricing that grows with you

Per user, per month. 7 regional currencies. Cancel anytime.

Essential
$19
per user / month (US pricing)
Core practice management
Pro
$39
per user / month (US pricing)
Full workflow automation
MOST POPULAR
AI Standard
$79
per user / month (US pricing)
All 19 AI agents
AI Enterprise
$119
per user / month (US pricing)
Custom infrastructure
See full pricing by country

Volume discounts from 11 users. Annual billing saves 11%.

See Accute in action

Full product screenshots coming soon. In the meantime, request early access and we will walk you through the platform live.

Workflow BuilderVisual DAG-based workflow editor with stage and trigger configurationScreenshot coming soon
AI Agents Dashboard19 agents in one command center — configure, monitor, and review outputsScreenshot coming soon
Client PortalBranded portal for document requests, e-signatures, and client messagingScreenshot coming soon

Enterprise-grade security

Designed for firms that handle sensitive financial data

PKI Document Signatures
RSA-SHA256 cryptographic signatures on every document. Real-time tamper detection. Legally binding under eIDAS and eSign Act.
AES-256 Encryption
Data encrypted at rest and in transit. Azure Key Vault with HSM-backed keys. Envelope encryption (KEK/DEK hierarchy).
Multi-Tenant RBAC
100+ granular permissions. Platform vs tenant role separation. JWT + bcrypt + MFA. Complete multi-tenant isolation.
Full Audit Trail
Every action logged with user, IP address, and timestamp. Exportable. SOC 2 Type II ready. GDPR and CCPA compliant.

How Accute stacks up

vs TaxDome, Karbon, and Canopy

Accute
TaxDome
Karbon
AI agents built in
Visual workflow builder
Firm website builder
On-premise deployment
Regional pricing (7 markets)

Frequently asked questions

Ready to run your firm
on autopilot?

We're onboarding accounting firms in batches. Apply now and our team will reach out within one business day.

No credit card required to apply.