Done-for-you automation for bookkeeping & CAS firms

Your clients deserve to be
onboarded in 10 minutes.
Not 10 days.

One signed engagement letter. Every next step: Karbon, QBO, TaxDome, portal, Slack, welcome packet. All automatic. Zero human handoffs.

Book a free 15-min call
✍️
Trigger
Ignition
→
📋
Job created
Karbon
→
📊
Invite sent
QBO
→
🗂️
Portal opened
TaxDome
→
💬
Channel created
Slack
⚡ All of the above in under 10 minutes
10 min
to fully onboard a client
18
manual steps eliminated
4 hrs
saved per new client
3 wks
delivery from signed contract

Built for firms using

Karbon QuickBooks Online Ignition TaxDome Slack Dext

The problem

Right now, onboarding a new client looks like this.

Every step is manual. Every system is separate. And it's your team's time, every single time.

TODAY Manual process
😩 Someone manually creates the Karbon job
😩 Someone emails the QBO accountant invite
😩 Someone opens the client portal in TaxDome
😩 Someone sends the document checklist
😩 Someone writes the welcome email
😩 Someone creates the Slack channel
😩 Someone books the kickoff call
⏱ 2–4 hours across 4–6 systems. Per client. Every time.
WITH AK AUTOPILOT Automated
✅ Client signs engagement letter in Ignition
✅ Karbon job created automatically
✅ QBO invite sent automatically
✅ TaxDome portal opened + checklist sent
✅ AI-personalized welcome packet delivered
✅ Slack channel created, kickoff call booked
✅ Lead bookkeeper assigned
⚡ Under 10 minutes. Zero human handoffs. One trigger.

How it works

Built and running in 3 weeks.

I do the discovery, build the automation, and hand it off with full documentation, so your team just uses it.

A
Discovery & Design
We map your current onboarding process, document every step, and design the to-be automation. You review and approve before anything is built.
Week 1 · 5–6 hrs
B
Build & Connect
I wire your tools together using n8n. Ignition webhook fires → Karbon, QBO, TaxDome, Slack, Cal.com all respond in sequence. AI generates the welcome packet.
Week 2 · 12–15 hrs
C
Test & Hand Off
We test the full flow with two real clients. I record a Loom walkthrough and build a Notion runbook. Your team knows exactly what to expect.
Week 3 · 5–7 hrs
∞
Ongoing Monitoring
Monthly retainer covers flow health monitoring, error handling, one process change per month, and a quarterly review call. I keep it running as your tools evolve.
Monthly retainer

Why AK AutoPilot

The integration layer your tools don't have.

🔗
Cross-system orchestration
Karbon, TaxDome, QBO, and Ignition will never natively integrate with each other. They have no incentive to. The gap between them is exactly where I operate.
6+
systems connected in a single automated flow
🧠
AI-personalized welcome packets
Every new client gets a welcome packet tailored to their entity type and services, generated automatically, not copy-pasted.
📋
Your process, documented
Every engagement includes a full design doc and Notion runbook. Your team always knows how the system works.
🛡️
Durable as your tools evolve
When QBO changes an API endpoint or Karbon ships a new field, your monthly retainer covers it. The automation keeps running. I'm watching it.

Who it's for

Built for one type of firm.

If this sounds like you, we're probably a fit.

✓5–30 person US bookkeeping or CAS firm
✓Running Karbon or TaxDome + QBO + Ignition
✓Onboarding 2+ new clients per month
✓Owner spending 2–4 hrs per client on onboarding
✓Growing your CAS practice and need to scale delivery
✓Tired of churn in the first 90 days from a bad first impression

Pricing

Simple, transparent pricing.

Karbon implementation alone costs $7,000+. This is the layer that makes all your tools actually work together.

⚡ Founding rate: 2 spots left
$2,500
one-time setup fee
$350/month
locked for 12 months
✓ Full onboarding automation build
✓ Process map + design doc
✓ UAT with 2 real clients
✓ Loom walkthrough + Notion runbook
✓ Monthly monitoring + 1 change/mo
✓ Case study testimonial required
Claim founding rate →
Standard
$3,500
one-time setup fee
$450/month
monthly retainer
✓ Full onboarding automation build
✓ Process map + design doc
✓ UAT with 2 real clients
✓ Loom walkthrough + Notion runbook
✓ Monthly monitoring + 1 change/mo
Book a call

Add-on: Close Concierge module (uncategorized transaction automation): +$1,500 setup, +$200/month

FAQ

Common questions.

Do we need to change our tech stack?
No. I work with what you already have: Karbon or TaxDome, QBO, Ignition, and Slack. The automation sits on top of your existing tools and connects them. Nothing gets replaced.
What if our onboarding process is different from other firms?
Week 1 is a full discovery session where we map your specific process. The automation is ~80% templated and ~20% tailored to your firm's exact workflow. You review and approve the design before anything is built.
What happens when our tools update or change?
That's exactly what the monthly retainer covers. When QBO changes an API endpoint, or Karbon adds a new field, or you onboard a new associate, I keep the flows running. You don't have to think about it.
How is this different from just using Zapier ourselves?
Zapier can connect two tools. What I build connects 6 tools with error handling, per-client state tracking, AI document generation, audit logs, and a runbook your team can follow. It's a system, not a zap.
What's the time commitment from our team?
About 3 to 4 hours total across the 3-week delivery: one discovery call in Week 1, UAT with two clients in Week 3, and a handoff call. After that, your team just uses it.
Why not just hire a freelancer on Upwork?
A Zapier freelancer can connect two tools. What I build is a multi-system integration with error handling, audit logging, and documented runbooks. I have spent over a decade building integrations for large, complex organizations where reliability is not optional. That discipline carries into every build here.
AA
Akshar Amin
Founder, AK AutoPilot

About

Enterprise integration expertise,
built for your firm's scale.

I'm an integration and solutions architect with over 10 years of experience building custom data integrations for large, complex organizations. Reliability, security, and data integrity are the baseline where I come from, not a bonus.

I noticed that bookkeeping and CAS firms had the same problem I solve at scale: critical client data stuck in silos, manual handoffs between tools, and no clean orchestration layer. Large enterprises have full IT teams for this. A 15-person firm doesn't. AK AutoPilot is how I made that expertise accessible.

10+
years of integration architecture
15+
large-scale projects delivered
6
tools connected in one flow
0
manual steps after setup

Ready to onboard your next client
in 10 minutes?

Book a free 15-minute call. No pitch, just a conversation about your current onboarding process and whether this is a fit.

Book a free call

akshar@akautopilot.com · akautopilot.com