Run your accounting firm on autopilot.
Stop chasing source docs, drafting the same engagement letter, and rebuilding workpapers at midnight. Harmony does it in seconds, while you advise, close the books, or finally have a weekend.
Outlook
You're not just an accountant. You're four jobs.
Bookkeeper. Tax preparer. Client manager. Compliance officer. Advising clients is what they pay you for, everything else just lands on you.
- A client email at 9pm about a missing receipt.
- Chasing the same source documents three times before the deadline.
- Engagement letters rewritten for every new client.
- Year-end work eating your weekends.
You advise. Harmony does everything around it.
Picture this: a new client inquiry hits and the intake is qualified before you call back. A return wraps and the client letter is already drafted. A receipt lands in the inbox and it's categorized before you open it. Harmony does all of it, in the background, while you advise.
Whatever you file, however you bill it.
Workflows we automate for you
Built, managed, and improved by our team so you do not have to wire up another tool yourself.
Reply before they call the next firm.
- Respond to inquiries within minutes, day or night
- Auto-qualify with intake questions
- Book the discovery call while urgency is high
- Re-engage no-replies before they engage elsewhere
Clients stay in the loop, automatically.
- Respond to client questions faster
- Schedule planning calls
- Send filing and deadline reminders
- Maintain year-round relationships
Books that close themselves.
- Categorize transactions automatically
- Reconcile accounts on schedule
- Flag anomalies for review
- Draft monthly close reports
Workpapers, ready for your review.
- Chase source docs by client and stage
- Organize workpapers and supporting files
- Draft client letters and engagement docs
- Track filing and audit deadlines
Billing, invoicing, and admin, off your plate.
- Generate invoices from time tracked
- Track billable hours per engagement
- Document processing
- Enterprise search across client files
10× the work of a traditional agency.
Harmony AI
- Pre-built world class AI platform
- Multifold faster deployment
- Niche expertise in communication and admin work
- Better user experience with our desktop app
Traditional agencies
- Creates new solution from scratch everytime
- Expensive and slow
- No niche expertise
- Substandard user interface (if any)
You became an accountant to advise. Start advising again.
Customized to your ledger, your tax software, and your client portal. Live in two weeks, then we keep tuning it with you, so you can take back the hours that aren't advisory today.
Vishal Singh, Founder