AI, automation and custom software for accounting, insurance and staffing firms, built around the systems you already run
You keep QuickBooks Online, Xero, Karbon, Canopy, Applied Epic, AMS360, EZLynx, Bullhorn or whatever you run. We build the layer around it. Your client file arrives without three reminder emails, and an ACORD form or a loss run gets read and routed instead of re-keyed.
What changes for your firm
3 things that decide this
- 01Documents stop being a chase. One intake point takes the client PDF, the ACORD form, the loss run or the resume, a collection agent follows up until the missing file lands, extraction reads it, and a person on your team reviews before anything is written to your practice system, AMS or ATS.
- 02Recurring work runs whether or not someone remembers. Close checklists work through themselves and stop at the exceptions, renewal and remarketing sequences fire off your book, redeployment check-ins go out to contractors finishing next month, and every touch is logged where you can read it back.
- 03Your compliance check blocks instead of reporting. Right-to-work, credentials, expiry dates and statutory clocks sit in front of the booking, the bind or the placement rather than in a spreadsheet somebody opens in March. Shift Link, the workforce-compliance platform we built, reports 70% less manual compliance verification.
On the record
What you can check before you call
5.0
Clutch rating from client reviews
4
countries our client work runs in: US, UK, Switzerland, Australia
2017
building since. TechNova 2026: Best AI-Native Software House of the Year
2 mo
of support and maintenance free after launch. NDA before the first call
Eight places a firm's week leaks time, and what we put in each one
Our audits keep finding the same eight areas across accounting firms, agencies and recruiters, in the order a week meets them. Each card links to the page that owns it.
Intake once, typed nowhere else.
Today your clients email statements to whoever they like, submissions arrive as ACORD forms and loss runs, and a resume takes a recruiter five to ten minutes to read. We add one intake point, a collection agent that keeps asking until the file arrives, extraction with your professional reviewing, and a clean write into your practice system, AMS or ATS.
Document intake automation for firms →
Quoted before they leave. Screened before lunch.
A commercial quote runs 25 to 90 minutes of agency work and prospects give you about 15, on US Tech Automations' 2026 timing. Engagement letters get built by hand and candidates wait days for a first screen. We build the intake-to-quote pipeline, proposal assembly from what intake already captured, and first-pass screening with the recruiter still deciding.
Workflow automation for firms →
The work that recurs runs on its own.
Your close slips, renewals sneak up on the CSR who was going to get to them, and placed contractors go quiet before anyone offers them the next assignment. We build close checklists and posting agents that stop at the exception, renewal and remarketing sequences off the AMS, and redeployment check-ins off the ATS, all sign-off gated.
Workflow automation for firms →
A dashboard tells you. A gate stops you.
Right-to-work, credentials and expiry dates live in a spreadsheet, and margin leaks in the gap the check misses. We put the check in front of the action: an ineligible worker cannot be offered a shift, a lapsed credential holds the placement, and the statutory clock on a claim or an audit is a countdown someone owns rather than a date on a page.
Workflow automation for firms →
Read the document. Prove the number.
Claims hand off between five systems, the premium-audit backlog is three copies of the same payroll data, and tax work is documents a model can read but must never total. We build pipelines that read, extract and route with a professional reviewing, and rule engines where the rules are actually written down. It is the PremiumAudit.io shape.
Document intake automation for firms →
Your systems stay. We build what they won't.
Practice management, QuickBooks Online, document storage and email each hold half the truth; the AMS, the rater and accounting never met; the ATS, timekeeping and payroll get re-keyed; carriers still send batch files. We build one integration layer: the API where there is one, batch or SFTP where the carrier offers nothing else, a reviewed queue where neither exists.
Custom software for firms →
Know which client, which book and which desk make money.
Realization, work in progress, book retention, fill rate and margin by desk get rebuilt in a spreadsheet every month, and each client wants their report in a different shape. We build read-only dashboards across your practice system, AMS, ATS and ledger, and per-client reporting generated from the record instead of assembled by an analyst.
Custom software for firms →
Clients and candidates who know what's next.
Your clients ring for a status update your portal could have given them, your candidates go quiet, and your producers spend the afternoon chasing paperwork instead of selling. We build client and candidate portals off the record you already keep, with status updates, document requests and the review or referral ask timed to the moment it lands well.
Custom software for firms →
From the client document to the partner's numbers, and where the machine takes over
Seven stations of a firm's month. Pick the system you'd want written to; Xero, Canopy, AMS360, EZLynx, HawkSoft, JobAdder, ADP, Gusto and the rest follow the same pattern to the depth your account exposes.
Station 01 · Intake and the document
- Today
- Your client emails March's statements as photos, to whoever they dealt with last year. A submission lands as an ACORD form and four supplements. A resume takes five to ten minutes of somebody's morning.
- What we automate
- One intake point per firm. An agent follows up on the missing item until it arrives. Extraction reads client PDFs, ACORD forms, loss runs and resumes, then writes into the system that owns that record.
- What stays human
- Your staff review what was extracted before it posts. Nothing reaches a return, a submission or a shortlist unread.
Writes to QuickBooks OnlineDocuments attached to the client; vendor bills and receipts queued for your bookkeeper to accept.
Station 02 · The quote, the engagement, the first screen
- Today
- A commercial quote takes 25 to 90 minutes of your team's work and the prospect has moved on inside 15. Your engagement letter gets rebuilt from last year's, and a candidate waits three days for a first call.
- What we automate
- Intake to quote, with the rater filled from what already arrived. Proposals and engagement letters built from that same intake data, with your sign-off. First-pass screening and self-scheduling for candidates.
- What stays human
- Coverage judgment, the carrier pick, the scope of the engagement and the shortlist stay with your producer, partner and recruiter. Software prepares the file; you decide.
Writes to QuickBooks OnlineEngagement and its fee schedule to the customer record once you approve it.
Station 03 · The recurring work: close, renewal, redeploy
- Today
- Your close slips because someone is waiting on a bank feed and a client who hasn't replied. Your renewal list is whoever the CSR remembers. Your contractor finishes on the 30th and hears from nobody.
- What we automate
- Close checklists that run the routine steps and stop at exceptions. Posting agents with a reviewer sign-off. Renewal and remarketing sequences ninety days out, and redeploy check-ins timed off the assignment end date.
- What stays human
- Reconciliations, journal entries, the remarket decision and the redeployment offer are approved by a person. A checklist can chase. It can't sign.
Writes to QuickBooks OnlineRoutine entries and reconciliation status posted after your reviewer accepts them.
Station 04 · The compliance gate
- Today
- Right-to-work checks, credentials and expiry dates sit in a spreadsheet last opened in March. Your Friday afternoon booking gets checked on Monday, if anyone remembers.
- What we automate
- A gate in front of the action. Eligibility, credential and expiry checks block the offer. Statutory clocks get a countdown and an owner, and a governance record lists every AI system, its version, and the inputs and outputs it logged.
- What stays human
- Your compliance lead sets the rules and handles every exception. A blocked action stays blocked until a named person overrides it, and that override is logged.
Writes to QuickBooks OnlineNothing; eligibility doesn't live on the ledger.
Station 05 · The document-heavy process: claims, audit, tax
- Today
- Your claim hands off between five systems while the clock keeps running. Your premium-audit file is three copies of the same payroll data, and your tax work is documents a model can read and must never total.
- What we automate
- Pipelines that read, pull out and route the whole file. Rules where the rules are written down. Arithmetic in plain code, with every figure traced to the page and box it came from, and a reviewer queue ranked by what looks wrong.
- What stays human
- Your adjuster determines, your auditor signs the finding, your CPA signs the return. Our model reads and proposes. It never does the arithmetic.
Writes to QuickBooks OnlineAdjusting entries and supporting schedules once your preparer accepts them.
Station 06 · Integration
- Today
- Your practice system, ledger, document store and email each hold half the truth. Your AMS and your rater have never spoken, and a carrier still sends you a batch file on a Tuesday.
- What we automate
- One layer that joins them. We use the API where your vendor exposes one, batch and SFTP where a carrier offers nothing else, and field mapping you can read. Where neither exists, your staff accept from a reviewed queue with one click.
- What stays human
- You decide what is allowed to write and what stays read-only. We confirm exactly what each of your accounts exposes during the audit and design to that.
Writes to QuickBooks OnlineCustomers, invoices, bills and journal entries, to the depth your account exposes.
Station 07 · The partner's numbers and the client portal
- Today
- Realization, work in progress, book retention, fill rate and margin by desk get rebuilt in a spreadsheet each month. Your clients ring to ask what a portal could have told them.
- What we automate
- Read-only dashboards across your practice system, AMS, ATS and ledger. Per-client and per-carrier reports built on a schedule. A client or candidate portal with status, documents and two-way messaging.
- What stays human
- What to do about the client, the book or the desk that isn't paying is your call. We make the number visible, current and traceable to its source.
Writes to QuickBooks OnlineRead-only.
Each station links to the page that owns it. The signature, the bind, the determination and the placement decision stay with your professional at every one.
The professional signs, the model reads but never does the arithmetic, and the compliance gate blocks. We write that down first.
A firm's work is a regulated act: the CPA signs the return, the producer binds the policy, the adjuster determines the claim, the recruiter decides the placement, and the regulator expects to see how a model was used and governed. So every build starts with a one-page map of what the software reads, what it proposes, and where a professional signs.
What follows is simple to state, and we put it in writing. Documents are read and extracted by the model; numbers are computed by code and reviewed by a person. Compliance checks are gates that stop the next step, not dashboards that mention it later. Client data is scoped to the engagement, never firm-wide, with written no-training terms you can produce. And every automated touch is logged so a reviewer, an auditor or a regulator can read what happened, and when.
- 01Returns, binds, determinations and placements signed by the professional; the software prepares.
- 02Extraction by the model, arithmetic by code, review by a person; compliance gates that block.
- 03One intake point per firm, a reviewed queue where an API stops, and client data scoped to the engagement under written no-training terms.
The same eight areas, in your firm's words
Accounting and CPA firms
Document chasing, the close, engagement letters, the QuickBooks Online and Xero glue, realization and work in progress. That page is written for you.
Accounting and CPA firms →
Independent insurance agencies
Quote turnaround, ACORD forms and loss runs, renewals and remarketing, the AMS and rater that never talk. That page is written for you.
Independent insurance agencies →
Staffing and recruiting agencies
Resume screening, the ATS your recruiters work for instead of the other way round, redeployment, compliance gates and margin by desk.
Staffing and recruiting agencies →
HR and payroll teams
Payroll runs, right-to-work and credential expiry, workforce compliance and the meeting nobody wrote up. That page is written for you.
HR and payroll teams →
Law firms
Intake, matters, billing and the ethical wall sit under different rules, so they have their own hub rather than a section here.
AI and software for law firms →
“They will treat your vision like their own and build it that way.”
Ron Klabunde · Founder, SmartREI ↗
“I am extremely happy with the results and would highly recommend Hashlogics to anyone.”
Daniel Khin · CEO, PremiumAudit.io
Some of the systems we have shipped
We don't replace QuickBooks, your AMS or your ATS. We build what they won't.
Your practice system, your AMS and your ATS are each good at the job they were sold for. Firms we talk to then describe the same gaps around all of them: a document nobody chased, a quote that took too long, a renewal nobody worked, a check that happened on Monday. Swapping the platform doesn't close those gaps. It moves them, and it costs you a migration.
So the access model matters more than the brand. QuickBooks Online and Xero open a broad API your accountant controls. Karbon and Canopy open their own. Applied Epic, AMS360, EZLynx and HawkSoft each publish a different surface, and some of it is partner-gated. Bullhorn and JobAdder open up candidates, jobs and placements, while carriers still move data by batch file and SFTP. We check what your accounts open up during the audit, then design to the depth they allow. Where the API stops, your staff accept from a queue with one click instead of re-keying.
- 01Client, policy, candidate and job records written where your system holds them, to the depth your account exposes.
- 02Batch and SFTP where a carrier offers nothing else; a reviewed queue where neither an API nor a file exists.
- 03Read-only by default on your ledger and your trust or premium accounts; writes are opt-in, per field, agreed in the audit.
- AuditFree. We trace one client file from arrival to posting, time one quote or one placement end to end, and read a month of your compliance checks and what happened to them.
- DiagnoseWe map the path into your practice, agency or ATS system and accounting, and sit with the people who do the intake and the close for an afternoon.
- BuildFixed price from the diagnostic. Tested on your real documents, quotes and placements, under NDA.
- RunMonitoring, a named engineer, and the first two months of maintenance free.
Best fit: a firm with ten or more staff, a system you've outgrown in places, and a recurring process you can feel at month end or renewal season. Not a fit yet: a solo practitioner who needs a practice-management app, and we'll say so. You can stop after any stage; the audit note is yours either way.
Before you book
01Is this AI, or is it software?+
Both, and the split matters more than the label. Reading a client PDF, an ACORD form, a loss run or a resume is a model's job. So is ranking a reviewer queue by what looks wrong. Your arithmetic, your rules, your close checklist and your compliance gate are plain code. A number a model produced can't be re-run or defended next year. Calling a scheduled checklist AI is the hype line, and it weakens the part that works.
02Will a model ever compute a figure on a return, an audit or an invoice?+
No, and we write that into the design before anything gets built. A model reads the document and finds the value. Then plain code does the arithmetic, and shows the page and the box each figure came from. Your preparer or auditor reaches the source in one click rather than re-reading the file. It's how IRS Escape Plan, the AI tax-strategy platform we built, is put together.
03Can you integrate with QuickBooks Online, Applied Epic, Bullhorn or Karbon?+
To the depth your account exposes, and we confirm that during the audit rather than promising it on a call. QuickBooks Online and Xero expose a broad API your accountant controls, Karbon and Canopy publish their own, the agency systems each expose a different surface and some of it is partner-gated, and Bullhorn covers candidates, jobs and placements. Where a carrier still sends a batch file we take the batch file, and where nothing is exposed we build a reviewed queue your staff accept with a click.
04What does the NAIC AI bulletin mean for what we build?+
It means the governance record is part of the build, not a document you write afterwards. In December 2023 the NAIC adopted its AI model bulletin, which asks for a written AI systems program. As of March 2025, 24 states had adopted it (Quarles). New York's DFS Circular Letter 7, in July 2024, set the testing and disclosure bar for underwriting AI. For your build that means four things. A list of every AI system in use. A version for each model and prompt. Logged inputs and outputs per decision, with human overrides recorded. And proof that testing happened on a schedule.
05We're a 12-person firm. Are we too small for this?+
Probably not for document intake and the compliance gate. That's where a smaller firm feels it fastest. Probably yes for a full integration layer across four systems. Our audit is free and we'll tell you honestly which pieces would pay for themselves at your size. A solo practitioner who needs a practice-management app should buy one, and we'll say so on the call.
06Who signs, and what does the software actually do?+
Your professional signs, every time. Your CPA signs the return, your producer binds the policy, your adjuster determines the claim, your recruiter decides the placement, and your compliance lead handles the exception. Software prepares the file, proposes the number, chases the missing document and blocks the action that shouldn't happen. Every automated touch is logged so a reviewer, an auditor or a regulator can read what happened and when.
07What happens to our client data, and will it train a model?+
Your data is scoped to the engagement, never firm-wide. No-training terms go into the contract, so you can hand them to a client or an auditor who asks. We sign an NDA before the first conversation. Where a pipeline calls a model, what was sent and what came back is yours, logged with the rest of the trail.
08What's the free audit, and what does the build cost?+
It's a call and a workflow review. We trace one client file from arrival to posting. We time one quote or one placement end to end. We read a month of your compliance checks and what happened to them, and we check what your accounts open up. You walk away with a one-page map of where your firm's hours and risk sit, and a build order. Build pricing is fixed after the diagnostic, and the first two months of maintenance are free.
A senior engineer, not a sales rep
Abdul Basit founded Hashlogics in 2017, and the team runs from Lahore with a US LLC. Clients rate the work 5.0 on Clutch, and in 2026 it was named Best AI-Native Software House of the Year at TechNova. PremiumAudit.io, the AI premium-audit automation platform, IRS Escape Plan, the AI tax-strategy platform, and Shift Link, the workforce-compliance platform, are three of the systems we built and can show you.
Your audit call is with an engineer who has read client document queues, quote logs and compliance spreadsheets like yours. Bring last month's numbers if you have them, and we'll work from those.
- NDA before the first conversation.
- No pitch on the call. A note you could hand to another firm.
- Fixed price after the diagnostic, so the number isn't a guess.
More for firms
- Document intake automation for firms →Collection, extraction and routing for client files, ACORD forms and resumes.
- Workflow automation for firms →Quotes, the close, renewals, redeployment and the gate that blocks.
- Custom software for firms →Integration, portals and the partner's numbers.
- Accounting and CPA firms →Doc chasing, the close and the QuickBooks Online glue.
- Independent insurance agencies →Quote turnaround, the AMS and the renewal book.
- Staffing and recruiting agencies →Screening, redeployment and margin by desk.
- HR and payroll teams →Payroll runs, credential expiry and workforce compliance.
- Is AI automation worth it for an accounting firm? →Where it pays, and where a practice-management app is the better buy.
- How to cut quote turnaround in an insurance agency →Split the quote into machine work and judgment.
- Best AI automation for accounting firms →The real tools, ranked, with the custom option last.
- Best recruiting automation for staffing agencies →What each one does, and where it stops.
- Busy season you can't hire your way out of →The capacity argument, with the numbers behind it.
