Onboarding

Live in 2 weeks. No IT. No custom build. No calls required.

Five steps from signup to first automated close cycle. Everything happens through a guided wizard. The heaviest step — twin training — takes 10 minutes of your time and 48 hours of our processing.

How it works

Live in 2 weeks. Running on autopilot by week 3.

Five steps from signup to first automated close cycle. No IT department. No custom dev. No 6-month implementation project.

Brand it yours

Upload your logo, connect your domain, configure your colors. Every client touchpoint — portal, emails, reports, videos — shows your firm. Ours stays invisible. This takes 10 minutes.

Connect your tools

QBO or Xero, TaxDome or Karbon, Microsoft 365 or Google Workspace. OAuth connections — no IT department needed. Your credentials never leave your admin panel.

Train your twin

Upload a headshot, record a 2-minute voice sample from your phone. Done. Your avatar is ready in 48 hours. From then on, you never record anything — the twin handles delivery.

Set your rules

Approval gates, routing preferences, escalation paths, communication frequency. You decide what runs autonomously and what requires your sign-off. Default is: nothing financial moves without you.

Go live

The platform runs. You approve what matters. Clients interact with your brand. Monthly close happens. Videos go out. Inbox stays clear. Most firms are fully live in 2 weeks.

Timeline

What to expect week by week

Most firms are fully live in 2 weeks. Here's the realistic week-by-week breakdown.

Week 1

Setup + Integrations

Brand setup: logo, domain, colors
QBO or Xero connected (OAuth)
M365 or Google Workspace connected
Practice management integration configured
Approval thresholds and routing preferences set

Week 2

Twin Training + Rules

Headshot uploaded (Enterprise)
Voice sample recorded from phone (Enterprise)
Avatar training completes in 48 hours
First test video reviewed and approved
Escalation paths and rules finalized

Week 3

First Automated Cycle

First bank feed ingested
First transactions classified
First approval queue reviewed
First workpapers generated
First client briefing delivered

What to have ready before you sign up

All tiers

Admin access to Microsoft 365 or Google Workspace
Admin access to QuickBooks Online or Xero
Your firm logo (SVG or PNG, square format ideal)
Domain name where you want the portal served (e.g., portal.yourfirm.com)

Enterprise (additional)

A professional headshot (phone camera is fine)
2 minutes of natural audio — read anything, we just need your voice
TaxDome, Karbon, or Canopy admin access (for practice management sync)
List of active clients (to set initial automation scope)