Goodwork · AI Automation for Accounting Firms
An AI automation specialist builds the automations, a senior coach directs and reviews, so you are not managing anyone. Inside the tools your firm already runs.
500+ placements 93% retention after one year
Builds the automations, tests them, documents them, and keeps them running.
Sets direction, reviews the work before it reaches you, and makes sure it is pointed at something worth doing.
As little as we can manage. A kickoff call, some screen recordings, then working demos back to you.
Everything happens inside QuickBooks, Xero, and the rest of your stack. Nobody is asking you to switch tools.
The coach directs and reviews the work, so the day-to-day sits with us. What we need from you is direction, not supervision.
You see working results in the first cycles, not at the end of a long build.
Accounting firms that work with Goodwork
"Goodwork is a game changer. For the price, it's unbelievable value, and the social impact piece is definitely a cherry on top."
"The cost difference (to the N. American labor market) is so huge that I can afford to invest additional money."
Where it starts: the assessment
Where your firm is with AI today, and whether the foundations underneath are solid or thin: how work gets done, SOPs, data and where it lives, tools and overlap, and who owns what.
A written picture of the current state, the gaps worth closing, and a sequenced plan with the quick wins first.
From there, you decide what to do next: keep going with the team, build it yourself, or stop.
Your AI specialist is part of a group of AI specialists, sharing what works as they go. So yours brings proven best practices.
"It took 187 hours to work out. It takes two or three to apply it to you."
The first cycle
Kickoff and access, then we map the workflows with the people who run them. The first build is agreed and underway.
Progress, shared
You see a working version and react to something real rather than a spec. Refine, or move on.
Every cycle after
Two-week cycles: build, share, decide. Documentation and a handover note travel with each build.
Quick wins come first, deliberately. Most of the work in any system is in the refinement, not the first version that runs, so we sequence the fast, high-value wins up front.
A few examples to start from, not a fixed menu.
Reconciliations, journal entries, and the close checklist moved along automatically.
Missing receipts, statements, and signatures requested, tracked, and followed up without you.
Transactions categorized and pushed into your ledger, not keyed in by hand.
Engagement letters, data requests, and setup handled from a single flow.
Deadlines, status, and outstanding items in one place, wired to the tools you already use.
What your AI tools are actually costing, with guardrails and access locked down.
That is why there are two people, not one. The coach directs the work and reviews it, so the management load sits with us. What we need from you is a view on what matters, not day-to-day supervision.
Often the answer is you don't, and the assessment will say so. Where it tends to help is the repetitive, rules-based work your team should not be spending hours on, so their time goes to the client work only a person can do.
Everything built is yours, along with the documentation. If you stop, you keep it and you can run it.
Named accounts you create and can revoke, at the lowest permission the work needs. No shared logins. NDA and confidentiality terms as standard.
For most automation work, roughly $30 to $100 a month. You see the estimate before anything gets built.
That is what the assessment is for. Most people don't.
If the work runs past roughly twenty hours a week, or you already have people building this full time, a fractional seat is the wrong shape. We will say so, and we can help you hire a dedicated resource and hand the work over cleanly.
You get the design-partner rate and you shape what gets built. In return we ask for candid feedback at the end of each cycle.
USD $200
assessment to start
You get the plan and sequence, then decide whether to proceed.
USD $500
every two weeks
Ten hours a week, no commitment, stop whenever it stops earning its keep.
Introductory rate, limited to a few firms. No commitment.