The AI-Enabled Back Office
Growth Partner for Accounting Firms
We replace the patchwork of manual entry, seasonal overtime, and disconnected software with one integrated AI system — so your firm closes faster and carries more clients without more headcount.
Your whole back office, working as one system.
Most firms patch together a bookkeeping tool, a payroll provider, a document portal, and a wall of spreadsheets — each seeing its slice, none talking to the others. We wire it into one system across six areas of firm operations. Every engagement starts with an audit of where your staff's hours actually go — then we automate the parts that don't need a human.
Accounting & Bookkeeping
Precise, real-time books without getting lost in spreadsheets.
Accounting & Bookkeeping
Precise, real-time books without getting lost in spreadsheets.
Tax & Compliance
Proactive deadlines and multi-state compliance, never missed.
Payroll & People Operations
From payroll runs to expense reports, your team's needs covered.
AP/AR & Billing
Invoices out, payments in — without the chasing.
Client Operations
Every client touchpoint, handled the same way every time.
Reporting & Advisory
Turn your firm's numbers into decisions — and capacity into growth.
The firms that wait are choosing to compete against automated margins.
This isn't a hypothetical. The analysts your clients already read are telling them the same thing: routine finance work is being automated, on a timeline measured in quarters, not decades. The firms that build this capability now will set the pricing and the service standard — and everyone else will be explaining to clients why their close takes three weeks.
Generative AI could automate the equivalent of 300 million full-time jobs globally, with roughly 25% of current work tasks in the US and Europe already exposed to automation.
By 2028, a third of enterprise software will include agentic AI, up from under 1% in 2024 — enabling autonomous handling of routine, day-to-day decisions.
Roughly 40% of finance-function activities — transaction processing, data collection, reporting — can be fully automated with technology available today.
Four stages. One accountable partner.
Operations Audit
We map how your firm actually spends hours today — by client, by task, by season. No assumptions, no generic playbook.
Solution Design
We scope a custom automation plan against your existing stack (QuickBooks, Xero, Sage, your practice management tool) — not a rip-and-replace.
Build & Integrate
Foundry Agent Inc builds and deploys the agents. The Capital Work manages the engagement, timeline, and change management with your staff.
Review & Scale
Every automated action is logged and auditable. Once a workflow is proven, we scale it across the rest of the firm's client base.
Advisory relationship on one side. Engineering execution on the other.
The Capital Work runs the consulting relationship — the audit, the roadmap, the accountability. Foundry Agent Inc builds and operates the AI systems underneath it. One point of contact for your firm, two teams that specialize in exactly what they do.
Advisory & Engagement
Build & DeploymentTell us where the hours are going.
A 30-minute call is enough for us to tell you honestly whether AI consulting makes sense for your firm right now — and if it does, what the first engagement should look like.
San Francisco, CA 94111