For accounting firms · Central MA & southern NH
Put the busywork on autopilot.
Missing W-2s. Unread bank statements. Clients who never send the organizer. We build the agent that chases, reads, and files them, inside the software you already use. A 15-minute confirm call. At your office from January.
- Free 15-minute confirm call
- Sign by December 1, live before December 15
- Your accounts, your data, your approval
busywork · agent console
doneAccounting firm
Scheduled · Mon 7:00 AM · 212 returns in progress
- Checked every client checklist31 missing items
- Sent personal reminders (W-2, 1099, K-1)31 sent
- Read, renamed and filed new uploads18 filed
- Pulled figures into the organizer12 ready
- Flagged an unreadable statement→ Maria
14 more returns ready to prepare. Nobody chased a client by hand.
~6 hrs/weekIllustrative example · a person approves anything client-facing
Based in Fitchburg. Video audits now. At your office from January.
Fitchburg · Leominster · Worcester · Lowell · Acton · Nashua
Tax season
Be live before the organizers go out.
The first thing to automate is the document chase. Founding clients get 40% off setup. Sign by December 1 and it's running before December 15. Monthly price stays the same.
Start here
Paper Chase
Organizer checklists, reminders, and no-login uploads. Most firms should buy this first, not the full package.
$1,500$2,500setup · $349/mo
- Per-client checklists and reminders
- No-login photo and file uploads
- Read, rename, and file what comes in
- A digest of who's still blocking the return
Full package
Tax Season Ready Pack
Paper Chase, plus onboarding, a notice reader, and the §7216 paperwork. Buy this if you want the compliance kit in the same build.
$3,900$6,500setup · $595/mo
- Paper Chase for organizers and PBC lists
- Engagement letter + onboarding flow
- Notice reader & response drafter
- §7216 consent + WISP addendum
- Staff training session
Founding price is 40% off setup if you sign by December 1, so it can be live by December 15. +$200/mo January–April for higher volume.
See the accounting page
After the document chase
The other agents, once the first one has paid for itself
Gemini and Copilot can summarize your inbox. We make sure the phone gets answered, the documents show up, the quote goes out, and your people know how things are done at your firm, all inside the software you already pay for.
- Flagship
Paper Chase
The documents show up without anyone chasing.
Sends each client a checklist and polite reminders, accepts photos and uploads without a login, reads and renames every file, fills in the details, and shows you exactly who's holding things up.
- Tax organizers and W-2/1099 collection
- Renewal questionnaires and loss runs
- Bank statements into QuickBooks
from $2,500 + $349/mo
Accounting · Insurance · Law · Property
- Flagship
Front Desk
Every call answered, every lead captured.
A voice and text agent that answers in your business's name around the clock. It qualifies callers, books appointments, takes intake details, texts back missed calls, and pages a person when something is urgent.
- After-hours legal intake with conflict check
- Maintenance emergencies routed to on-call
- Missed-call text-back booked into Jobber
from $1,500 + $399/mo
Law · Property · Trades · Insurance
- Flagship
Office Brain
Your operations manual, written and answerable.
A private assistant trained on your procedures, handbook, carrier guides and past work. It answers staff questions with the source attached. We interview your senior people and turn what they know into written procedures.
- "What do we do when a client gets a CP2000?"
- "Which carriers write vacant dwellings?"
- New hires productive in days, not months
from $2,500 + $249/mo
Every office
Deal Desk
Quotes and proposals in minutes, not evenings.
Turns messy inputs like carrier PDFs, job-site photos, RFQ emails and ledgers into a polished draft built on your template and price book, ready for a person to review and send.
- Side-by-side insurance proposals
- Photo-to-estimate for contractors
- Monthly owner reports with commentary
from $3,000
Insurance · Trades · Manufacturing · Accounting
Ops Pulse
Know what's slipping before it slips.
Scheduled agents that watch your systems and flag only what needs attention: deadlines, renewals, overdue invoices, open work orders, late POs. They're rolled into one morning brief and one Monday summary for the team.
- Renewals 120/90/60 days out
- Month-end close exceptions from QuickBooks
- Daily docket and deadline digest
from $1,500 per loop
Every office
Trust & Enablement
AI your whole team uses, safely.
An AI use policy, the right account settings, compliance paperwork for your industry, and hands-on training so the whole office uses AI with confidence. This part may qualify for Massachusetts training grants.
- Copilot or Gemini set up properly
- WISP addendum and §7216 consent
- On-site, role-by-role training
from $1,500
Every office
How it works
From first coffee to a working agent in about a month
No big up-front project. We start with one agent that pays for itself, then build from there.
- 01
BusyWork Audit
15 min · free
A video call to confirm the document chase is the problem. If it is, the build is the same one we run for every accounting firm. We don't design a new automation on the call.
- 02
Blueprint
1–2 weeks · from $750, credited
We map your software, data and people, then write a fixed-price plan with the expected time saved, the risks, and who on your team approves what.
- 03
Build & launch
2–4 weeks
We build it inside your existing accounts, run it on real work with a person checking every result, and train the team on a video call until they trust it. On-site tune-up from January.
- 04
Care plan
monthly
We monitor it, fix it when your software changes, review results with you every month, and add the next agent once the last one has paid for itself.
Who we work with
Built for offices that run on email, paperwork and follow-ups
We focus on a few industries so we already know your software, your busy seasons and your compliance rules. Each one has a fixed-price starter package.
Be ready before tax season, not buried in it.
Chasing client documents is the number-one complaint in accounting firms. We automate the chasing, reading and data entry, handle the compliance paperwork, and have it running before January.
Works with
QuickBooks · Xero · Karbon · TaxDome · Drake · UltraTax · SmartVault · Microsoft 365
Package
Tax Season Ready Pack
$6,500 setup · $595/mo
What eats the week
- Dozens of "did you get my W-2?" emails a day
- Chasing clients for missing documents, again
- Keying figures from PDFs and bank statements
- IRS and DOR notices piling up after filing season
- Staff using public AI with client data
What we automate
- Paper Chase: organizer checklists, reminders and no-login uploads
- Bank statement and receipt extraction into QuickBooks or Xero
- Month-end close agent that lists exceptions and asks clients
- Engagement letter and onboarding flow, from intake to e-sign
- IRS / MA DOR notice reader with a drafted response for CPA review
- Office Brain over your firm's procedures and review notes
Trust & Enablement
AI the whole team uses, without the risk
Most offices already pay for Copilot or Gemini, and half the staff are quietly pasting client data into ChatGPT. We've rolled AI out across real teams. We set the rules, tighten the settings, write the compliance paperwork and train everyone on their actual work.
Policy & compliance kit
A plain-English AI policy, a WISP addendum (201 CMR 17), and the consent templates your industry needs: §7216 for tax, ABA 512 for law.
Tools set up right
Copilot, Gemini or Claude configured with business-grade privacy, the right permissions, and a shared prompt library for each role.
Hands-on training
Short video sessions built around your team's real tasks, on site from January. They may qualify for up to 100% reimbursement through Massachusetts' Workforce Training Fund.
Measured results
Before and after time tracking, so you know exactly what each agent is worth.
What it's worth
How much is the busywork costing you?
Move the sliders. Most small offices are surprised by the number.
Assumes we automate about 50% of those hours over 48 working weeks. It's a rough estimate. The free audit gives you a real number.
Local & in person
Real people down the road, not a faraway agency.
BusyWork is a one-person practice in Fitchburg. Robert builds the agents and stays on the monthly review. Audits are on video through December. From January, he's at your office.
We've spent years rolling out AI inside real companies, and we've learned it pays off only when it's built into how a team works. Handing it to one person and walking away doesn't work. We bring that discipline to businesses with five people, not five thousand.
You own it
Your accounts, your data, your agents. No lock-in.
A person stays in control
Agents draft, sort and flag. People approve what matters.
Measured, not hyped
We track the hours saved, or we change the approach.
Questions
What owners usually ask us first
Is my data safe? Will client information be used to train AI?
We use business-grade AI services that don't train on your data, and everything runs in accounts you own. Sensitive data stays in the systems it already lives in. We write the paperwork Massachusetts requires (a WISP addendum under 201 CMR 17), plus §7216 consent for tax firms and an ABA 512 checklist for law firms, and we show you exactly where your information goes.
We already pay for Copilot or Gemini. Why would we need you?
Those tools are good at one person's inbox and documents. They don't answer your phones, chase your clients for documents, compare carrier quotes, or know how your firm does things. We also set up the tools you already pay for properly, so you get value from them before buying anything new.
Do I need to be technical, or switch software?
No. We work with the phone system, email, accounting and industry software you already have, whether that's Clio, QuickBooks, HawkSoft, AppFolio or Jobber. If a small new tool would genuinely help, we'll explain the cost and why before you decide.
Is this going to replace my staff?
That isn't the goal. We take the repetitive parts off your team so they can spend more time on clients and on the work that needs a person. Most clients use the time to take on more business without hiring.
What if the AI gets something wrong?
Anything that reaches a client, involves coverage or legal judgment, or moves money has a person approving it. Every agent keeps a record of what it did, and we review the results with you every month.
Do you really come to our office?
Yes. We're based in Fitchburg and work in person within about an hour's drive, from Worcester and Lowell to Nashua. We also do video calls if you prefer.
Free BusyWork Audit
If it's the document chase, the build is already decided.
15 minutes on a video call, only if the document chase is the problem. The build is the same one for every firm. We don't design a new automation on the call.
3 founding spots for accounting firms: 40% off the first build
Sign by December 1 to be live before tax season. In exchange for a short case study, a Google review, and a two-minute video once it's working. Monthly price stays the same.