For accounting firms and businesses
AI Consulting: AI implementation strategy for your firm or business
We define your AI strategy, design your workflows and skills, and connect your data to Claude, ChatGPT, Grok or your own agents. Your accounting and finance run on their own, with your people approving what matters, and you deliver better work to your clients.
Tailored to your firm. Reach out and we'll scope it with you.
What is an AI implementation strategy?
The plan and setup that let AI run your accounting and finance work. Fully autonomous accounting and finance: we set up recurring tasks in ChatGPT, Claude or Grok, where your plan supports them, that run your work through DeepLedger, with the work kept in DeepLedger's audit history and your people approving where it matters.
What we do
What does the strategy cover?
Six parts, from where AI fits to the recurring tasks that run your work.
Your AI strategy
We map how your firm works and decide where AI does the work and where your people review and approve.
Workflows, skills and procedures
We design the AI workflows and skills for your work, and write your procedures and policies into your firm and client AI Brain.
Your data, connected to your AI
We connect each company's QuickBooks Online or Xero (beta), plus Stripe (read only) to Claude, ChatGPT, Grok or your own agents through DeepLedger.
Recurring tasks, human approval
We set up recurring tasks in your AI app, where it supports them, that run the work through DeepLedger. Approvals go to Tasks for a reviewer, and DeepLedger records the work in its audit history.
Self-improving, with client insights
We help turn your team's reviews into updated skills and AI Brain rules, so later runs follow them. We also plan the insights you deliver to your clients.
Setup, training and integrations
We set up your DeepLedger workspace and train your team. Systems with no existing connection are custom integrations, quoted for your business.
How it works
How does AI Consulting work?
Four steps, from your first message to recurring tasks running under your review.
Step 1: Reach out
Tell us how you work and what you want AI to take on.
Step 2: Define the strategy
We map your workflows, agree where AI works and where people review, and agree the price. Custom integrations are quoted first.
Step 3: Build and connect
We design your workflows and skills, connect your data and AI apps, set up recurring tasks and approvals, and train your team.
Step 4: Run and improve
Your recurring tasks run the work, your people approve where it matters, and the skills improve from their reviews.
Supervision
How is the work supervised?
The AI does the day-to-day work. Your people approve where it matters.
AI works inside your rules
It follows your AI Brain and skills, and is guided to bring anything uncertain to Tasks as a question.
People approve what matters
Approvals and each month's close land in Tasks for a reviewer to sign off.
You set access, work is recorded
Admins set Read-only or Read-write access per company. DeepLedger keeps an audit history of the work done through it.
Pricing
How much does AI Consulting cost?
Tailored to your firm
Custom integrations: add-on, quoted for your systems
Reach outReach out and we'll scope it with you. We agree the plan and its price before any work starts.
Your AI app, ledger and DeepLedger subscription are billed by each provider. See DeepLedger pricing.
- No payment on this site: we agree the plan with you first
Frequently asked questions
What does AI Consulting include?
An AI implementation strategy for your firm or business. We define where AI does the work and where people review, design your AI workflows, skills and procedures, connect your data and AI apps through DeepLedger, set up recurring tasks with human approval, and train your team. Custom integrations are an add-on, quoted for your systems.
Is it just DeepLedger setup?
No. Setting up DeepLedger is part of it, but the work is your AI strategy: which accounting and finance work AI takes on, how it is done, what data it uses and who approves it.
How much does AI Consulting cost?
Tailored to your firm. Reach out and we'll scope it with you. We agree the plan and its price with you before any work starts. Custom integrations are quoted separately. Your AI app, ledger and DeepLedger subscriptions are billed by each provider.
Will AI run our accounting without people?
It runs on its own, with human approval where it matters. Recurring tasks in your AI app do the day-to-day work inside your rules and skills, and your people answer its questions, approve what needs approval and sign off the close. You decide how much they review.
Does DeepLedger run tasks on its own?
No. DeepLedger works when you ask. Recurring tasks run in your AI app, such as its scheduled tasks where your plan supports them, and each run asks DeepLedger to do the work just as you would in chat.
What does self-improving mean?
We help your team turn reviewed corrections into updated skills and AI Brain rules, so later runs follow them. We set up that review loop with you.
Do you do our bookkeeping?
No. We design how AI works for you, set it up and train your people. The bookkeeping stays with your team, who work with the AI agent and approve its work.
Which AI apps do you set up?
Claude, ChatGPT, Grok, Cursor or your own agent, at the one DeepLedger MCP address. Using another AI app? Tell us in the form.
What is a custom integration?
A connection we build for a system your AI cannot reach today, such as an in-house database or an industry tool. We check that the system allows access, then quote it before any work starts.
Reach out
Tell us how you work today and what you want AI to take on. We reply by email to plan a first call. Prefer email? Write to hello@deepledger.ai.