Does client financial data leave our accounts?

No. It stays in your own storage and your own systems. Claude runs on your own account and reads what it needs there. We don't copy your clients' data into anything of ours.

Do we have to switch software?

No. Your inbox, files and CRM stay as they are. We work inside the tools you already use.

Where does our data live?

In your own accounts, and it stays yours. If you stop, your files and records stay right where they are. What stops is our software.

Single user is $500 a month. Managed, where we run it with you, is $1,000. Team is $2,000 with 2 seats, and more seats are $500 each. There's a one-time onboarding fee, scoped in your proposal. Month to month, no annual contract. Prices are in USD. Canadian clients pay the same number in CAD.

Book a free 30-minute brainstorm. No pitch. You leave with three things to automate, whether or not we work together.

Accountants and bookkeepers

AI for accountants and bookkeepers, set up by a person who stays.

For chasing clients for documents, and the same questions every tax season. We set it up inside the tools you already use, and stay to run it with you.

Book a free brainstorm →

30 minutes, no pitch. From $500/mo.

A woman on the phone at her desk late in the evening

CHIP sets AI up for small accountants and bookkeepers. We set Claude up inside your own accounts and run it with you, so the work that keeps landing on the owner stops waiting on them: chasing clients for documents, and the same questions every tax season. We meet in person in Edmonton and Austin and work by video anywhere. Plans start at $500 a month.

How we meet

Coffee in Edmonton or Austin, or a video call anywhere. After that it runs in your accounts.

What changes in your week.

Proposals out the same day.

~~A week of "I'll get to it"~~

Drafted from the call, out before dinner

Follow-ups that actually happen.

~~Leads go cold while you're on the job~~

Every follow-up drafted and sent on time

Your team stops asking you.

~~Pings while you're on a call~~

They ask CHIP and get your answer

An example

A five-person bookkeeping firm.

Half of every month goes to reminding clients what's missing. In setup we save how the firm asks, and how firmly it asks the second time. After that the reminders are drafted for every client who's behind, in the firm's voice, and the staff send them in one pass.

Illustrative. Not a named client.

Questions we hear first.

Does client financial data leave our accounts?: No. It stays in your own storage and your own systems. Claude runs on your own account and reads what it needs there. We don't copy your clients' data into anything of ours.
Do we have to switch software?: No. Your inbox, files and CRM stay as they are. We work inside the tools you already use.
Where does our data live?: In your own accounts, and it stays yours. If you stop, your files and records stay right where they are. What stops is our software.
What does it cost?: Single user is $500 a month. Managed, where we run it with you, is $1,000. Team is $2,000 with 2 seats, and more seats are $500 each. There's a one-time onboarding fee, scoped in your proposal. Month to month, no annual contract. Prices are in USD. Canadian clients pay the same number in CAD.
How do we start?: Book a free 30-minute brainstorm. No pitch. You leave with three things to automate, whether or not we work together.

Where to next