The prep work,
done.
Crossfoot's AI agents categorize, reconcile, and build month-end workpapers and tax workbooks across every client — then hand your team finished work to review. You approve it. A licensed CPA signs it.
Built for the 2–50-accountant firms enterprise platforms price out — on the QuickBooks, Xero, and Drake stack you already run.
The work isn't shrinking.
The bench is.
You turn away clients you could win — capped by production headcount, not demand. But you can't hire your way out: the graduates aren't there. So your seniors burn out on prep work a junior should do, and the enterprise platforms that promised relief were built for the top 100 firms and priced to match.
47,000 firms under $5M in revenue got skipped. Crossfoot is built for yours.
accountants left the profession 2020–2024
AICPA
shrinkage in the new-accountant pipeline since 2016
AICPA
to close a single client's books, by hand
industry avg.
more revenue per employee at AI-forward firms
Rightworks 2024
Agents that deliver the outcome —
not another tool to drive.
Autopilot, not copilot. Crossfoot completes the production work that consumes your junior staff, then routes it to a partner for review and sign-off. No system migration. No enterprise rollout.
CAS agents
Closes client books end-to-end — categorization, journal entries, reconciliations, and month-end workpapers. Your partner reviews finished output.
Tax workbook agents
Ingests W-2s, 1099s, K-1s, PDFs, and receipts and compiles structured tax workbooks ready for prep in Drake or ProConnect.
Intelligent intake
Turns messy client documents — scans, photos, email attachments — into clean, bookkeeping-ready data.
Engagement intelligence
Learns each firm's client taxonomy, entry style, and reviewer corrections — and keeps that knowledge when staff turn over.
Multi-client dashboard
One board for the managing partner: close status, agent progress, and the exception queue across every active engagement.
Agent does the work. The CPA owns the call.
Connect
Point Crossfoot at the QuickBooks, Xero, and tax files you already use. No GL replacement, no data migration. Live in days.
Agents run
Agents categorize transactions, reconcile accounts, draft journal entries, and assemble workpapers and tax workbooks across every client in parallel.
Partner reviews
Finished work lands on the close board with a full audit trail. The partner reviews exceptions, adjusts, and approves — corrections train the firm's model.
CPA signs
A licensed CPA signs off before anything is filed or delivered. The human stays in the loop by design — that's the part regulators require and clients trust.
Autonomy you can put your name on.
We asked managing partners what unattended automation needed to earn their trust. The answer was one word: accountability. So we built for it first.
Every step audit-trailed
Each entry, reconciliation, and document links back to its source and the agent action that produced it. Defensible at review, defensible at audit.
CPA sign-off, always
Financial statements and returns require a licensed human signature before delivery. Crossfoot is built around that requirement — not in spite of it.
Your data, contained
Firm data is isolated per tenant and never used to train other firms' models. SOC 2 Type II in progress; encryption in transit and at rest.
Priced for the firm you are.
A flat per-firm fee that scales with your client count — not a six-figure enterprise contract. One freed-up junior pays for it.
Solo
Flat per-firm fee · scales with clients
Sole practitioners and micro firms running a tight book of clients.
- Up to 25 active clients
- CAS + intake agents
- Single-partner review
- QBO / Xero connect
- Email support
Firm
Flat per-firm fee · scales with clients
The small-firm sweet spot — 2–10 accountants, 30+ SMB clients.
- Up to 150 active clients
- All agents incl. tax workbooks
- Multi-client close board
- Engagement intelligence
- Full audit trail + SOC 2
- Priority onboarding in 1 week
Practice
Flat per-firm fee · scales with clients
Multi-office firms and outsourced-accounting / BPO operators.
- Unlimited clients
- Multi-tenant controls
- SSO + role-based access
- Custom integrations
- Dedicated success manager
The questions every partner asks first.
You've been burned by automation that overpromised. Here's the honest version.
Take on more clients.
Hire no one.
Watch Crossfoot close a real set of books on your stack — 30 minutes, no slideware, your workflow live. We're onboarding a small beta cohort now.