New Offer: Bank Reconciliation Automation

AI Transformation Partner for Accounting Firms

We guide organizations through complete AI adoption - from strategy, to implementation, education, and ongoing management

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How We Help Accounting Firms

From workflow automation to custom software to AI-assisted work - we find the right solution for your specific problems

Tax Preparation & Compliance

Reduce time spent on data collection and routine tasks so you can focus on complex tax planning

Example solutions:

  • •n8n workflows to automatically collect and organize client documents via email/portal
  • •Integration with tax software APIs for seamless data import/export
  • •AI-assisted research for complex tax scenarios (augmenting your expertise, not replacing it)

Bookkeeping & Monthly Close

Eliminate manual data entry and reconciliation headaches with smart integrations and automation. Learn more about recon automation

Example solutions:

  • •n8n workflows connecting bank feeds → QuickBooks → automated client reports
  • •Custom reconciliation dashboards that surface exceptions requiring your review
  • •Automated client approval workflows for transaction categorization questions

Client Communication & Onboarding

Stop chasing clients for documents and information with streamlined workflows

Example solutions:

  • •Custom client portals for document uploads (eliminate email attachment chaos)
  • •n8n workflows for automated reminders, status updates, and deadline notifications
  • •Practice management software integration for centralized client communication

Advisory & Insights

Transform from backward-looking compliance to forward-looking advisory with better data visibility

Example solutions:

  • •Custom dashboards pulling real-time data from QuickBooks/Xero for client meetings
  • •n8n workflows for automated monthly report generation and distribution
  • •AI-assisted scenario modeling to help clients understand financial decisions

These are just examples. We don't start with solutions - we start with your specific problems. Through our audit process, we identify what's actually holding your practice back, then build a tailored roadmap of solutions that fit your unique needs and constraints.

Our Approach

Prometex helps you shift from AI-absent to AI-native, one step at a time

Step 1

Problem Mining

Together we identify bottlenecks and constraints holding your business back through surveys, interviews, and industry research - focusing on problems, not technology

Step 2

Deep Analysis

We analyze all findings to identify high-impact opportunities that align with your goals. This includes AI, workflow automations, custom software, AI assisted work, and more

Step 3

Roadmap Creation

We build your transformation roadmap with prioritized solutions, timelines, costs and ROI projections

Step 4

Implementation & Training

We execute on the roadmap from quick wins to complex transformations, ensuring your team has the knowledge and tools to sustain momentum

Step 5

Ongoing Partnership

We stay connected as your long-term AI partner - optimizing systems, training new staff, and evolving your strategy as technology progresses

Your team knows the problems. We know how to solve them

You don't need another AI pitch, you need someone to help you identify problems, find solutions and implement them together

Schedule a Call

No sales pitch. Just an honest conversation about your challenges and potential paths forward