Don't use AI. Manage it.

A team of agents that works your client list while you sleep. You stay the boss. Nothing gets sent, spent, or signed without your yes.

What firms feel

1. Chasing clients for documents. Missing statements and receipts hold up every return and every close.
2. Deadlines stack up. Filing dates, extensions, and month-end close all compete for the same weeks.
3. Client questions interrupt the work. Status emails and reminders pull staff off the files.

How the team works

• One chief agent is your front door.
• Lead agents handle document chase, deadlines, client communication, month-end close, and files and workpapers. Each keeps a board.
• Every morning: one list. Needs your yes / stuck / done overnight.
• Approval gates: send, spend, sign, and delete wait for you.
• Built the way I run my own companies.

Lead agents for your firm

1. Document chase: missing-item lists per client and reminder drafts you approve.
2. Deadlines and calendar: filing dates, extensions, and engagement letters tracked ahead of time.
3. Client communication: status updates and answers to routine questions drafted for your OK.
4. Month-end close: close checklists, receipt chasing, and reconciliation prep for bookkeeping clients.
5. Files and workpapers: incoming documents named and organized so your team finds them fast.

Client files: client financial files stay in your own systems.

Price

You pay your own tool subscriptions directly, so you own the accounts and the costs are transparent.

See it live

Free demo / ops walkthrough of my own setup: chief as the front door, a lead board, an approval gate holding a send, and that morning's list.

You don't need to learn AI. You need to know how to run a team. You already do.

Nick Motzkus · Salt Lake City · nickairus@gmail.com · algo-pilot.ai