Business Process Automation

Automate the busywork, keep the control

We map, automate, and document your finance workflows in Make and Claude, so your team can scale without the manual chaos. A human-in-the-loop signs off before anything posts or sends.

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HUman-in-the-Loop

Automation you can trust with your books

Automation should take the busywork off your plate, not take decisions out of your hands. Every workflow we build keeps a person in charge of what matters.

A person approves before it posts to your books or sends

Sensitive data is auto-redacted before any AI tool sees it

Nothing runs in your system without your sign off

Every automation is documented, so you know exactly what it does

Doing it by hand

By hand

every task, every month

Copy-and-paste errors

Data moves between tools by hand, and every handoff is a chance for a typo.

Knowledge in one head

When the person who knows the process is out, the work stops.

Tools nobody uses

Subscriptions pile up, and the team works around them in spreadsheets.

No time to improve

Your team is too busy doing the work to fix how it gets done.

with accounting prose

In Make (and Claude)

built once, iterated as you business evolves

Data moves on its own

Make and Claude connect Xero, Gusto, Ramp, and the rest of your stack so data lands where it belongs.

A written playbook

Every process documented in Notion with Loom videos, so anyone can follow it.

A leaner stack

We cut the subscriptions you don't need and get more from the ones you keep.

Built to iterate

We revisit your workflows as your business changes, and you own everything we build.

Invoices from job tracking

Saved ~10 hrs per month

Invoices are created in Xero in batches, straight from a client's job-tracking database, with no retyping.

Automated Onboarding

Saved ~5 hrs per client

Trigger forms, document requests, welcome emails, kickoff scheduling, and task assignments for every new customer.

Statements, sorted

Statements filed the day they arrive

Hundred of bank statements that land in our inbox are routed to the correct banking folder, ready for reconciliation.

Project set up

From a full day, to just minutes

Xero projects, tasks, and time entries are created from one spreadsheet instead of one at a time.

01

Map

We study how work moves through your business and map it in Miro, so the bottlenecks are obvious.

02

Automate

We build workflows in Make, Claude, and n8n, cut the software you don't need, and add approval points where a person signs off.

03

Document

We write the rest into a Notion playbook with Loom videos and Scribe screenshots.

04

Iterate

We review and update your workflows as your business changes.

Pricing

Priced per project, scoped up front

You get a fixed scope and price before we start, built around the workflows you want fixed first. You don't need to be an accounting client.

STARTING AT

$2,500/project

Every project is scoped on your discovery call, with a fixed price before we start.

Process maps in Miro

Make.com workflows you own

A Notion playbook with Loom videos

Approval points wherever a person should sign off

“Accounting Prose is at the top of their game.”

Having a friendly and dedicated team assist in handling the books has been a huge time and money saver. They’ve always been flexible in working with our systems and making sure the right solutions are in place.

Arthur Dodd
Owner & CTO, Blue Collar Computing

“My accounting and finance stress has been relieved 100%”

As an entrepreneur and business owner of multiple businesses, they definitely know how to take the workload and stress off my plate so I can focus on what matters: growing my business.

Jon Boles
Founder & CEO, Avintiv Media

“I FREAKING LOVE Accounting Prose!”

Thank you for streamlined processes, total accountability, and an awesome vibe and culture. I would recommend them to any small business or entrepreneur.

Russ Perry
Founder & CEO, Design Pickle

“Accounting Prose is a new breed.”

They not only keep on top of my books, but they actively work to innovate their own tools and processes. Unlike any number cruncher I have ever met, they abandon outdated systems and move to new, innovative ones. Accounting Prose is worth every penny.

Dean Heckler
CEO, Heckler Design

“I don’t think of them as my accountants, but as my partner in business.”

Their forward-thinking approach and utilization of the best technology are what sold me on Accounting Prose. They have been easy to work with and always on point.

Ken Marley
Owner, Denver Small Moves

“I STRONGLY recommend Accounting Prose to any/all small business owners.”

Since working with Accounting Prose, I've been able to focus more time and energy on operations & growing my business.

Matt Johannsen
CoFounder & CFO, Upstairs Circus

“Accounting Prose is a high-tech responsive business partner with excellent customer service.”

Last Friday I had an urgent matter that needed immediate attention. My accountant listened, took immediate action, and helped resolve the problem Friday night, so that I could relax over the weekend.

Brett Gibson
Owner, Gibson Law Office

“Accounting Prose is AWESOME!”

Accounting Prose is very professional and super organized. I love how they use up to date and easy to use tools online. I highly recommend them!

Mike Arce
Founder, Loud Rumor

“With Accounting Prose on board I can focus on running the business and not crunching the numbers.”

Accounting Prose is amazing. They are knowledgeable, technically savvy and easy to work with. I would definitely recommend them.

RoAnne Thorne
Principal & CFO

FAQs

Questions founders ask us

I've never documented my processes. How should I start?
Do I need to spend a ton on documentation software?
Stop! Put down your wallet! We take care of the software necessary to document your processes.

We use:
- Loom to record videos
- Miro to create process maps (aka flowcharts)
- Scribe to automate screenshots
- Notion to house it all
Even if we stop working together, we'll package up your process docs for you to keep and use on your own.
What kind of accounting tasks could be automated?
More than most founders expect, the most common workflows we automate include:

Invoice creation and delivery

Accounts payable approval routing

Expense categorization

Bank reconciliation alerts

Payroll syncing

Sales tax filing triggers

Month-end close checklists

The right answer for your business depends on your current stack and where the friction lives, which is exactly why we map out the process as our very first step.
How long does it take to implement automation?

It depends on the complexity of your workflows and how many integrations are involved, but most clients see their first automations running within the first few weeks. Full implementation — including documentation and playbook build-out — typically takes one to three months. We prioritize the highest-impact workflows first, so you're seeing real time savings early in the engagement, not at the end of it.
What happens if we stop working together?

Everything we build for you stays with you. We'll package up all of your process documentation — your playbooks, process maps, Loom walkthroughs, and Scribe guides — so you can keep using them independently. For your automations, we'll export your Make workflows as JSON files that you can import directly into your own Make instance and run without us. You won't be left with a black box. You'll leave with a fully documented, fully functional back office that your team owns.