Your firm bills by the hour. Every hour spent on admin is a direct write-off.
Accounting firms and CPA practices lose 22+ hours per month to document request follow-ups, onboarding friction, deadline tracking across dozens of clients, and billing AR. CortexaOS automates every step — so your staff spends time on billable work, not follow-up emails.
At $150–$400 per billable hour, non-billable admin isn't just inefficient — it's a direct hit to your top line. Every document request that takes 3 follow-up emails, every onboarding that drags into week two, and every unpaid invoice that sits 60 days is margin you earned and didn't keep.
The Real Cost of Doing It Yourself
$150–$400/hr
Your billing rate
What your time is actually worth
22 hrs
Admin hours/month
Time lost to non-billable work
$3,300–$8,800
Monthly opportunity cost
Revenue you could have earned instead
Recovering 22 non-billable hours per month at your blended staff rate means $3,300–$8,800 in recaptured firm capacity — every single month, without adding headcount. At $149/month, CortexaOS pays for itself in the first few hours you reclaim.
Your Tuesday right now
Every one of these is time you are not billing, not resting, not growing.
Sending a third reminder to a client to upload their W-2s and brokerage statements — still waiting
A new business client signed an engagement letter 10 days ago and their onboarding checklist still isn't complete
Tax season hits and you're manually tracking which of your 80 clients have sent documents and which haven't
A partner notices that 6 engagement letters haven't been signed and no one knows whose responsibility it is to chase them
AR aging is 45 days on 30% of your invoices because billing reminders aren't getting sent consistently
A staff accountant asks you what's outstanding on a client's 1065 because there's no centralized status view
Q1 estimated payments are due in 3 days and half your clients still think you'll remind them personally
You're spending the first hour of every Monday in your inbox sorting client requests that should have been triaged
With CortexaOS, your Tuesday looks different.
You do the work only you can do. Everything else runs automatically — or gets drafted in seconds when you need it.
Exactly what CortexaOS does for you
Not generic AI. Built around the specific work that's stealing your time.
Document Collection Automation
Chasing clients for source documents is the single biggest time drain in public accounting — and it's 100% non-billable. The average document request takes 2.7 emails to resolve.
Cortexa sends initial document requests, follows up on a configurable schedule, provides clients with a real-time checklist, and escalates to the partner when a client goes dark — all without staff involvement.
Client Onboarding
Every new engagement requires an engagement letter, a document checklist, an onboarding call, software access provisioning, and a kickoff communication — and most firms do it differently every time.
AI runs a standardized onboarding workflow for every new client: engagement letter delivery, document portal setup, onboarding questionnaire, and kickoff confirmation — completed in 24 hours instead of 10 days.
Deadline & Compliance Tracking
Tracking filing deadlines, extension requests, estimated payment due dates, and client-specific milestones across 50–200 clients is a spreadsheet nightmare that misses things.
Cortexa maintains a deadline calendar for every client, sends automated reminders to clients and staff, flags approaching deadlines before they become emergencies, and generates a daily priority view for each team member.
Engagement Letter Management
Unsigned engagement letters create liability exposure. Tracking who has and hasn't signed — and following up appropriately — falls through the cracks every busy season.
AI generates engagement letters from your templates, routes them for client signature, tracks status in real time, and sends escalating reminders until every letter is signed and on file.
Billing & AR
WIP to invoice conversion is slow, billing reminders don't go out consistently, and uncomfortable AR conversations get delayed until accounts are 90 days past due.
Cortexa automates invoice generation from WIP summaries, sends payment reminders on schedule, drafts escalating AR communications, and flags high-risk accounts before they become write-offs.
Staff Workflow Coordination
Staff accountants work in silos, client status visibility is poor, and partner review bottlenecks create deadlines-eve scrambles that damage client relationships.
AI maintains a live status dashboard per engagement, sends internal task reminders, flags items stuck in queue, and drafts client status updates — keeping the entire team aligned without a morning status meeting.
This isn't an app replacement.
It's a business transformation.
Everything above is built for your specific work. But CortexaOS also includes two capabilities that pay for the entire platform by themselves — for any business, in any industry.
AI Receptionist
Worth the fee alone
Answers every call. Qualifies every lead. Books every appointment — 24/7, even when you're with a client or asleep. Never misses a caller. Never gives a lukewarm greeting. Never has an off day.
The math
If your average client is worth $2,000 and you miss 5 calls a month, that's $10,000/mo in revenue at risk. One recovered client = 5+ months of CortexaOS paid in full.
AI Follow-Up Agent
Worth the fee alone
78% of sales go to the first business that responds. The average small business takes 47 hours. Your Follow-Up Agent responds in minutes and nurtures every single lead — automatically, relentlessly, personally — until they convert or opt out.
The math
20 leads/month. 30% going cold. Agent recovers 6. At any average deal size above $50, the ROI is immediate and obvious.
And everything else included in the platform
154 AI Specialists
CFO, CMO, COO, Legal Counsel, Call Coach, and 149 more. Any business question, any domain, instantly answered with context about your business.
80+ Built-in Apps
CRM, invoicing, contracts, project management, HR, legal, support tickets — your entire software stack in one platform.
Company Brain
A living AI memory that learns your business over time. The more context you add, the smarter every specialist becomes.
AI Boardroom
Quarterly strategic session with your full AI C-suite. Multi-specialist decisions on your biggest business challenges.
20 Industry Verticals
Deep specialization for your exact trade — not generic tools retrofitted to your industry as an afterthought.
AI Workflow Agents
Pre-built automations that execute real work end-to-end. Not reminders. Not suggestions. Actual execution.
Other software solves one problem.
CortexaOS changes the entire equation.
Start free — experience the full platform“Tax season almost broke us last year because we were chasing documents manually for 60 clients. CortexaOS automated the entire collection process and we got 90% of documents 2 weeks earlier than the prior year. Our staff actually worked normal hours for the first time in April.”
Rachel S., CPA — Managing Partner, 4-Person CPA Firm, Minneapolis MN
Ready to get your time back?
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