CPA Firms
A CPA firm providing advisory, accounting, and tax audit services
PARTNER VALUE PROPOSITION
Why Partner With Hyperbots as CPA Firms?
Enhanced Service Offerings: Hyperbots Co-pilots help CPA firms automate key finance processes, delivering greater client value.
Revenue Growth & Differentiation: CPA firms can create new revenue streams & stand out with Hyperbots AI-driven solutions.
Comprehensive Support: Hyperbots offers training, technical resources, & flexible partnership models to ensure long-term success.
Existing Services from CPA Firms
The following are services and service specific challenges

Company Level Challenges
CPA firms face several challenges that impact their ability to deliver and grow their existing services and solutions.

Hyperbots Co-pilots Available for CPA Firms
Invoice processing co-pilot
Extracts invoice data, matches with POs/GRNs, prevents fraud, and suggests GL coding. Enables 80% Straight-through Processing.
Accruals processing co-pilot
Hyperbots' Accruals Co-pilot automates accruals, ensures accurate expense/revenue recognition, and streamlines financial close with AI insights.
PR/PO co-pilot
Hyperbots' PR/PO Co-pilot automates PR/PO processes, ensuring accuracy, compliance, and optimized procurement with AI-driven approvals and budget matching.
Payments processing co-pilot
Hyperbots' Payments Co-pilot automates payments, ensuring accuracy, compliance, and timely transactions while optimizing cash flow and controls with AI.
Vendor management co-pilot
Hyperbots' Vendor Management Co-pilot streamlines onboarding, compliance, and performance monitoring, enhancing collaboration and mitigating risks with AI.
Sales tax verification co-pilot
Categorizes line items by tax codes, verifies sales tax, suggests jurisdictional withholding rates, and integrates with the Invoice Processing Co-pilot.
CPA firms face several challenges that impact their ability to deliver and grow their existing services and solutions.
Unlimited access
Hyperbots Co-pilots offer unlimited user access at no extra cost, fostering collaboration and scalability without per-user licensing constraints.
Industry specific
Hyperbots Co-pilots provide industry-specific finance AI with tailored workflows, document handling, tax validations, and customizable features for efficient and precise processing across diverse sectors.
Company specific
Hyperbots Co-pilots enable quick, no-code customization for company-specific needs, from ERP integration to workflows and GL structures, ensuring tailored integration with its agentic AI.
Integrations
Hyperbots integrates seamlessly with ERPs and other systems, enabling real-time, exhaustive, secure, and scalable data exchange to support end-to-end AI automation.
24X7
Hyperbots Co-pilots work 24x7, automating tasks and notifying humans of exceptions, ensuring continuous productivity and efficient collaboration.
Human-in-the-loop
Hyperbots Co-pilots ensure seamless collaboration with humans through exception handling, approval workflows, actionable insights, and adaptive learning.
Process specific
Hyperbots Co-pilots use the Agentic AI platform's domain-specific training and collaborative agents to deliver tailored, scalable, and efficient process-specific automation.
Intelligence elements
Hyperbots Co-pilots, built on the Agentic AI platform, leverage advanced capabilities like Redaction, OCR, LLMs, VLMs, MOE, Reasoning, Math Interpretation, Recommenders, and Predictive Engines to enable intelligent, efficient task execution.
Self learning
Hyperbots Co-pilots use self-learning to adapt to company-specific workflows, refine accuracy, and dynamically align with evolving business needs.
Functional elements
Hyperbots Co-pilots encapsulate platform capabilities like Workflow, Notifications, Security, Analytics, SSO, and Observability, along with User Portals, Audit Trails, Mobile Apps, Permissions, and Roles, ensuring secure, configurable, collaborative, and auditable operations.
Ready to deploy
Hyperbots Co-pilots are ready-to-deploy, no-code solutions with pre-trained agents and ERP connectors, enabling rapid, tailored setup without third-party integrators.
AI-native
Hyperbots Co-pilots’ AI-native design ensures purpose-built precision and transformative productivity and value for finance operations.
FAQs: Partnerships with CPA Firms
How do Hyperbots Co-Pilots help CPA firms achieve business growth?
How do Hyperbots Co-Pilots enhance customer satisfaction for CPA firm clients?
How do Hyperbots Co-Pilots impact employee retention and profitability for CPA firms?
Why should CPA firms partner with Hyperbots?
What is the role of the CPA firm in implementation?
What is the role of Hyperbots in implementation?
How should partners position Hyperbots for customers already using an ERP?
How should partners position Hyperbots for customers already using workflow automation software?
How is a partner selected?
How is a partner onboarded?
What models exist for partnership?
Why Hyperbots Agentic AI Platform?
Finance specific
Best-in-class accuracy
Synthesis of unstructured and strutured finance data
Pre-trained agents with state of the art models
Company specific inference time learning
Join today as
a partner!
Book a demo with one of our Financial Technology Consultants to get started!