CPA Firms

A CPA firm providing advisory, accounting, and tax audit services

CPAs using AI tools to automate tasks, grow revenue, and access support resources.

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

List of CPA services with related challenges shown in a tabular format

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

Hyperbots co-pilot extracts invoices, validates, matches, & posts to GL

Invoice processing co-pilot

Extracts invoice data, matches with POs/GRNs, prevents fraud, and suggests GL coding. Enables 80% Straight-through Processing.

Automatic calculation & reversal of accruals upon invoice receipt

Accruals processing co-pilot

Hyperbots' Accruals Co-pilot automates accruals, ensures accurate expense/revenue recognition, and streamlines financial close with AI insights.

Automated PR & PO management with AI-driven workflows & ERP sync.

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.


Payment co-pilot automates approvals, timing, & methods

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 co-pilot automates vendor onboarding & verification

Vendor management co-pilot

Hyperbots' Vendor Management Co-pilot streamlines onboarding, compliance, and performance monitoring, enhancing collaboration and mitigating risks with AI.

Tax co-pilot for line item coding, sales tax checks, and invoice syncing

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.

Impact of Hyperbots Co-pilots

Impact of Hyperbots
Co-pilots

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

Tabel highlighting challenges limiting CPA firms from scaling and delivering services.

Key general capabilities of Hyperbots AI Co-pilots

Key general capabilities of Hyperbots AI Co-pilots

Hyperbots Co-pilots offer unlimited user access with no extra cost or per-user licensing limits.

Unlimited access

Hyperbots Co-pilots offer unlimited user access at no extra cost, fostering collaboration and scalability without per-user licensing constraints.

Hyperbots Co-pilots deliver industry-specific finance AI with tailored workflows, tax checks, and docs.

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.

Hyperbots Co-pilots offer no-code customization for ERP, workflows, and GL structures.

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.

Hyperbots integrates with ERPs and systems for real-time, secure, and scalable AI automation.

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.

Hyperbots Co-pilots work 24x7, automating tasks and alerting humans to exceptions for efficiency.

24X7

Hyperbots Co-pilots work 24x7, automating tasks and notifying humans of exceptions, ensuring continuous productivity and efficient collaboration.

Hyperbots Co-pilots enable seamless human collaboration with exceptions, approvals, insights, and learning.

Human-in-the-loop

Hyperbots Co-pilots ensure seamless collaboration with humans through exception handling, approval workflows, actionable insights, and adaptive learning.

Hyperbots Co-pilots use Agentic AI’s domain training and collaboration for scalable, tailored automation.

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.

Hyperbots Co-pilots use Redaction, OCR, LLMs, VLMs, MOE, Reasoning, and more for smart, efficient tasks.

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.

Hyperbots Co-pilots self-learn to adapt workflows, improve accuracy, and meet evolving business needs.

Self learning

Hyperbots Co-pilots use self-learning to adapt to company-specific workflows, refine accuracy, and dynamically align with evolving business needs.

Hyperbots Co-pilots with workflow, notifications, security, analytics, SSO, audit, and roles

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.

Hyperbots Co-pilots: ready-to-deploy, no-code, with pre-trained agents and ERP connectors

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.

Hyperbots Co-pilots AI-native design delivering precision and productivity in finance

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?

Why choose hyperbots agentic AI: finance-first, accurate, adaptable AI

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

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

Designed by CFOs for CFOs

We worked with several CFOs to solve the right problems.

Hear what they have to say!

Join today as
a partner!

Book a demo with one of our Financial Technology Consultants to get started!