Get more done without hiring, heavy software, or IT headaches. Shakti AI builds lightweight, secure automations that quietly run in the background, so your CPA firm operates smoothly, clients get a better experience, and your team stays focused on high-value work.
No Disruption.
No system replacement.
No sensitive data required.
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BUILT FOR YOU
Built specifically for firms with 1–20 employees
Designed to integrate with your existing systems
No system replacement. No IT headaches.
If any of this feels familiar, you're in the right place. We don't replace your systems—we connect them and remove the manual work between them.
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Constantly chasing clients for documents and missing information
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Manual intake during tax season creating workflow slowdowns
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Endless back-and-forth emails for scheduling and follow-ups
Administrative work pulling time away from advisory and review work
No clear visibility into workload, status, or team capacity
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BooksBuddy: CPA Office Autopilot
A Starter Automation Stack Built for CPA Firms
Think of BooksBuddy as the connective tissue between your tools, not another system to manage.
Runs around your existing accounting software without disrupting current workflows
Requires minimal training—your team can be productive within days, not months
Delivers measurable ROI in 30–60 days through immediate time savings and efficiency gains
Integrates seamlessly with tools you already use and trust
BooksBuddy works alongside your current technology stack:
QuickBooks Online or Desktop
Drake, UltraTax, ProSeries, or Lacerte
Your established client workflows and processes
Existing document management systems
This isn't about ripping and replacing. It's about adding intelligence to what you already do.
BooksBuddy: The 5 Core Automations That Transform Your Practice
Automated client setup from first contact to folder creation
Intelligent follow-ups that get documents without the chase
Streamlined billing and collection without awkward conversations
Automatic routing and prioritization of client communications
Proactive notifications that reduce "where's my return?" emails
WHAT MAKES US DIFFERENT
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Security-first by design
Implementation support, not DIY tools
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Not generic templates
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Built to integrate seamlessly
Compared to hiring admin staff
You stay in control. Automation supports your firm, not disrupts it.
The 5 Core Automations That Transform Your Practice
We only automate workflows you approve
No sensitive data required to get started
Client information kept confidential and used only for your engagement
Designed specifically for regulated firms
If something shouldn’t be automated due to risk or compliance, we’ll say so.
Before building or recommending automation, we start by understanding how your firm actually runs today. That's why we begin with a short self-check that helps identify where manual work creates bottlenecks and what's worth automating now.
This Assessment Reveals:
This step is practical, non-technical, and requires no system access.
Find Your Automation Readiness Score
A simple, non-technical assessment to uncover where automation can save your firm time, reduce errors, improve cash flow, and create breathing room during busy seasons.
Quick and easy to complete
No expertise required
No sensitive data needed
See How Automation Actually Works Before Committing
ShaktiSpark is a free, no-obligation starter automation designed to show how AI can remove manual work from your firm safely and practically. For CPA firms, this may include a client reminder workflow, a simple intake or follow-up automation, or another lightweight workflow based on your needs.
You book a short conversation or request a ShaktiSpark
We review your workflow and context, then you receive a free starter automation
If helpful, we discuss next steps. If not, you still keep the value
No complex software. No sensitive data required. No obligation to continue.
Results are private. No sales pitch required.
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