// Stratum Praxis · Accounting & Bookkeeping

Stop paying accounting staff to chase documents, update trackers, and repeat the same follow-up.

A fixed-scope AI Workflow Opportunity Audit for accounting and bookkeeping firms. We map the work around month-end, client document collection, inbox triage, onboarding and recurring follow-up, then rank the 3 workflows most worth automating by value, effort and risk.

$499 one-time launch price

Buy the audit - $499 Estimate workflow ROI first

Written delivery target: within 3 business days after complete intake. Secure checkout via Stripe. No call required.

The work we look for first

Missing-document follow-upRepeated reminders, status checks and escalation around bank statements, receipts, payroll files and other client inputs.

Month-end status coordinationManual updates across spreadsheets, task boards, email and practice-management systems.

Inbox triage and routingClassifying recurring requests, preparing responses and routing exceptions to the right person.

Client onboardingCollecting required information, checking completeness, triggering next steps and surfacing missing items.

Recurring reporting prepAssembling routine status information before a human reviews and sends the final client-facing output.

Approval and exception designDefining where automation may act and where a human must approve, edit or stop the workflow.

What you receive

A map of the selected workflow: trigger, steps, owners, systems, handoffs and failure points.
The largest time and coordination leaks identified without inventing precision.
5-10 automation candidates ranked by expected impact, implementation effort and operational risk.
ROI scenarios using transparent assumptions you can replace with your own numbers.
Human approval, exception and rollback checkpoints.
A 30-day pilot plan for the highest-value candidate.

What a useful first automation looks like

Illustrative example: Instead of starting with an autonomous accounting agent, a firm may get more value from a controlled document-chasing workflow: detect what is missing, draft the next reminder, queue it for approval, log the response, update the tracker and escalate only the stuck cases. The audit tests whether that workflow is actually worth building before implementation spend begins.

View the shortened sample deliverable →

Illustrative example only. It is not a client result and does not imply guaranteed time savings or revenue.

Built for controlled automation

The objective is not to automate judgment-heavy accounting work. The audit is designed to separate repetitive coordination from work that should remain human-led, and to make permissions, review points and failure handling explicit before a production workflow is built.

Not included

Accounting, tax, legal or regulatory advice
Software implementation or production deployment
Cybersecurity certification or compliance attestation
Guaranteed savings, revenue or performance

Data safety

Do not send passwords, API keys, authentication tokens, payment-card data, raw client/customer PII, tax records, government IDs or other regulated data. Redacted or synthetic examples are enough for the audit.

Find the first workflow worth automating.

Start the accounting workflow audit - $499 Review the sample first

Scope is fixed. Tool suitability, privacy/security controls and production performance must be independently validated before implementation. Refund requests are handled in accordance with applicable law and Stripe rules, with personalized-work status taken into account.