Spend more time with clients. Less time worrying about whether the AI is trustworthy.
Every agent scored, screened, and auditable — across every client book your firm manages.
Your agents handle invoice matching, anomaly detection, and cash forecasting. You focus on client relationships and growing your practice.
Not just software. A team that knows the accounting industry and is genuinely invested in your firm's growth. Hands-on onboarding and ongoing support.
Agent credit scoring, compliance screening, audit-ready receipts. The trust infrastructure your clients will expect from every firm using AI.
Deploy a team of 6 scored, governed agents to every client book you manage. Invoice matching, anomaly detection, cash forecasting, compliance screening — all from one dashboard.
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Learn about ShulamCPA →3-pass pipeline (exact, fuzzy, AI). Catches duplicates, overcharges, and missing payments. 95%+ match accuracy.
Statistical baselines per client. Cross-book pattern detection across your entire practice. Anomalies surfaced before they become problems.
90-day projections per client. Runway calculations, receivables tracking, recurring expense detection. Confidence bands on every forecast.
Every agent scored 300-850 with a 7-factor model. Export trust reports for client review. The proof your AI is trustworthy.
Every vendor payment screened for OFAC, sanctions, and adverse media. Always on, under 200ms. Non-negotiable compliance.
Tamper-proof documentation for every transaction. Who was screened, what was checked, what the result was. One-click export for auditors.
Your partner manager understands accounting. Hands-on onboarding, implementation support, and ongoing guidance for your firm and your clients.
Start with one client book. Scale to hundreds. Per-client agent deployment, cross-book intelligence, and firm-level dashboards grow with your practice.
Get listed in the ShulamCPA partner directory. Prospective clients find firms that use AI governance. Your firm, front and center.
Export agent credit scores and compliance reports for every client. Prove to your clients that the AI managing their books is scored and governed.
Your clients trust you with their books. Now prove the AI is trustworthy too.
Free to join. Free to start. Deploy AI agents across your clients' books — scored, governed, auditable.
Free forever for your first client book. No credit card required.
Need help? support@shulam.io