CPA firm partners at work
AI agents built for accounting firms

Stop doing admin.
Start doing accounting.

Document chasing, inbox management, billing follow-up, reputation monitoring, client acquisition — all automated. Your team focuses on billable work.

Start with Clockwork™ → Browse 45 Agents
✓ Not in QBO, Xero, or Karbon
✓ Live in 14 days
✓ 3× ROI guarantee
CPA reviewing financials
$27,000
in doc-chase labor recovered every tax season
Team meeting
Client Acquisition →
Analytics dashboard
Advisory Revenue →
Trusted by ISOs & accounting networks
+ growing
Why CPAs need mosAIQ

The biggest problems in any CPA firm aren’t accounting problems.

They’re capacity, workflow, client management, and profitability problems. The accounting knowledge is there. The systems around it aren’t.

See mosAIQ in Action
2-minute product demo
Demo Video
01
📄
Clients send wrong documents

Partial bank statements. Random screenshots. Missing 1099s. Your team spends 2 hours every day during tax season chasing what should have arrived automatically.

DocChase™ fixes this →
02
✉️
Inbox full of predictable questions

"Where’s my return?" "What do you still need?" "Can I deduct this?" Every answer interrupts deep work. Most of these questions were avoidable with the right system.

The Front Desk™ answers automatically →
03
📛
Invoices paid 45 days late

Work is done, invoices are sent, and then nothing happens. Scope creep goes unbilled. AR follow-up takes hours. Cash flow suffers while you’re too busy to chase it.

BillFlow™ handles collections →
04
💡
Advisory revenue trapped by compliance work

You know exactly what your clients should do next. You never have time to tell them. The compliance treadmill consumes every available hour before advisory work can start.

AdvisoryPath™ identifies the opportunity →
Six systems

Everything running without you.

Document collection
📄 Document Collection
DocChase™

Chases every client on every channel until every document arrives. $27K in labor recovered per tax season.

See the agent →
CPA client meeting
🋹️ Reputation
The Shield™

24/7 review monitoring. AI reply in your voice within 1 hour. The Pulse Check™ catches unhappy clients before Google does.

See the agents →
CPA advisory meeting
💡 Advisory Revenue
AdvisoryPath™

Identifies which clients are ready for CFO services, tax planning, and advisory — before they ask anyone else.

See the agent →
AR billing collections
📛 Billing & AR
BillFlow™

Graduated AR follow-up, scope creep billing alerts, and The Auditor™ catching every underpayment against your engagement letter.

See the agents →
New client acquisition
🎯 Client Acquisition
The First Contact™

Every inquiry answered in under 60 seconds, 24/7. The Follow-Through™ closes the ones that go quiet. The Connector™ manages 20 referral relationships.

See the agents →
LinkedIn social content
📡 Social & Content
The Broadcaster™

LinkedIn-first content engine. Tax law updates published before your competitors post anything. DMs converted to booked consultations automatically.

See the agents →
$27K
doc-chase labor recovered per tax season
5-person firm benchmark
$8–15K
in unbilled scope creep recovered per year
mosAIQ client data
80%
advisory revenue increase with AI-integrated advisory
CPA Trendlines 2025
3×
ROI guarantee — or month 3 is free
mosAIQ guarantee policy
How it works

From diagnostic to deployed
in 14 days.

1
Clockwork™ Diagnostic

We audit your AR aging, doc collection rates, billing history, and staff time. You get a dollar figure of exactly what’s leaking.

2
Plan Selected

Clockwork™ tells you which plan recovers the most money first. You choose. No upselling what you don’t need.

3
Agents Configured

Your practice management tools integrated. Your voice profiled. First 30 days of content pre-built. Agents trained on your engagement terms.

4
Live in 14 Days

Agents go live. You see the ROI. If 3× your retainer isn’t documented by month 3, that month is free.

ISO & Reseller Partner Program

You have thousands
of accounting clients.
Monetize every one.

If your platform serves accounting firms, bookkeepers, or CPA practices — your client base is a ready-made mosAIQ distribution channel. Refer them, white-label the product, or bundle it directly. Earn perpetual revenue for the life of every client you bring in.

💵
Perpetual revenue share — earn a % of every retainer for the life of the client. Not a one-time referral fee. Forever.
🏠
White-label ready — offer mosAIQ agents under your own brand to your existing accounting clients. Increases your revenue per account significantly.
⚡
Day 1 deployment — agents are pre-configured for accounting workflows. Your clients are live in 14 days from referral to first agent running.
📈
Dramatically increases ARPA — turn a $350/yr payroll client into a $1,500+/yr relationship. Same client, same trust, dramatically more value.
Explore Partner Program →
💳
PaymentEvolution
20,000+ Canadian SMB payroll clients + a deep accountant channel. Every payroll client is a mosAIQ prospect.
20,000+ client pipeline
📈
Capactix
Offshore accounting staffing for CPA firms globally. Every firm they staff is a candidate for AI automation layered on top.
Staffing → AI augmentation
🌍
QX Accounting
US-focused outsourced accounting services for CPA firms. AI agents that multiply the output of every outsourced team member.
Outsource → AI-augmented
🤝
Your Platform
If you serve accounting firms, bookkeepers, or CPA practices — you have a channel. Let’s build the revenue share model together.
Let’s talk →
ISO partner meeting
Perpetual
revenue share for every client you refer
CPA firm team
Independent CPA Firms
1–20 staff · tax + advisory
Bookkeeper at desk
Bookkeeping Practices
Monthly close · AR · payroll
Multi-partner CPA firm
Multi-Partner Firms
Compliance + advisory + multiple locations
Start with Clockwork™

Find out what the
chaos is costing you.

30 minutes. We map your practice leakage with your real numbers and tell you exactly which agents pay off first.

Book Free Clockwork™ → See Plans & Pricing
✓ 3× ROI guarantee
✓ Live in 14 days
✓ No lock-in
✓ Setup credited to retainer