CAS-Firm AI Sprint
A fixed-scope, six-week AI implementation built for accounting and advisory firms — targeting the repetitive work that eats billable hours.
How do accounting and advisory firms actually implement AI?
Caffinix runs a fixed-scope, six-week AI implementation built specifically for accounting and advisory (CAS) firms, targeting the repetitive, judgment-light work that consumes billable hours: client document intake, categorisation, drafting and internal Q&A. It is a scoped implementation with a stated end date, not a generic chatbot dropped on a finance team.
A fixed-scope, six-week AI implementation built specifically for accounting and advisory (CAS) firms — not a generic chatbot dropped on a finance team. We target the repetitive, judgment-light work that eats billable hours — client document intake, categorization, drafting, and internal Q&A — and ship something your staff actually uses, measured against real firm work.
What you get
- ✓AI applied to the repetitive work eating your firm's billable hours
- ✓A working implementation staff actually adopt, not a pilot that stalls
- ✓Measured against real firm tasks, with clear before / after on time saved
Who it's for
- —Accounting and advisory (CAS) firms losing hours to repetitive document and intake work
- —Firm leaders who want AI leverage without a risky open-ended project
- —Practices that need something compliant, scoped, and staff-friendly
How we work
A real engagement, week by week.
- 1Weeks 1–2
Target the work
- Find the repetitive, judgment-light tasks worth automating
- Confirm data handling and confidentiality boundaries
- Pick the one workflow to ship first
- 2Weeks 3–4
Build on real firm data
- Implement the workflow on representative firm documents
- Ground it in your processes and refusal rules
- Test against real cases with the staff who'll use it
- 3Weeks 5–6
Adopt + measure
- Roll out to the team with training
- Measure time saved against the baseline
- Hand over with docs and a plan for the next workflow
Why us
Why us.
Fixed scope, fixed six weeks — a CAS firm can say yes without betting the year on an open-ended AI project.
We build for judgment-light, high-volume work and design refusal boundaries, so AI stays out of the calls that need a professional.
Every build ships measured, so you see time saved on real firm work, not a vendor's demo.
Common questions
Things prospects ask first.
Confidentiality boundaries are set in week one — what the AI can see, where it runs, and what it must refuse. We treat firm and client data as the constraint, not an afterthought.
No. We deliberately target repetitive, judgment-light work and build refusal rules so AI stays out of the professional calls. It saves hours; it doesn't sign off.
So the decision is easy and the risk is bounded. Fixed scope forces us to ship the highest-value workflow instead of sprawling.
Also booking now
- →AI Agents & RAG ChatbotsProduction RAG agents grounded in your real data, with tool-calling and a measured hallucination rate.
- →AI Agent Reliability & EvalsOn-call reliability, eval suites, observability, and model/cost optimization for production AI agents.
- →AI Integration for Existing SoftwareLLM features inside a real backend: streaming, auth, rate limits, retries, fallback, and cost control.
- →Fractional AI LeadA senior AI engineer and product lead on your team part-time — architecture, build oversight, and hands-on delivery, without a full-time hire.
- →AI Workflow Automationn8n, Make, or Python pipelines that replace the manual handoffs eating your team's hours — with AI steps only where they earn it.
- →AI-Powered Product & MVP BuildsWeb and mobile products with AI built in, launched in 4–8 weeks — scoped hard to the core loop, on a stack that survives past launch.
Ready to start this?
Tell us what you're trying to ship. A senior engineer replies within one business day, and the first call is 20 minutes — we'll say straight whether it's a fit.
Prefer email? contact@caffinix.com