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Prism
Reserve your 7-day trial

Your finance firm’s own AI team.

A Team Lead and at least five AI specialists for bookkeeping, accounting and other finance businesses. See example document requests and client reminders. You check and send the messages. Plans from $29 a month after a 7-day trial.

Reserve your 7-day trial

Trials are not open yet. Create an account now; add a card when trials open. Your 7 days start then.

Explore a sample job

Example

Choose one of the three example jobs to see the finished draft.

Work to review

Example

The job: Client document reminder

New message
From
You <you@yourfirm.com>
To
Sam Rivera
Subject
Your 1099 forms for this year’s return

Hi Sam, we’re still missing your 1099 forms to finish this year’s tax return.

Could you upload them through the secure link we sent by Friday? Thank you!

document-checklist.pdf84 KB

Written by Cyrus Cooper, your Client Communications Writer. Checked by Philip Lin, your Team Lead.

Your finance team

Explore examples of the work your team is built to do.

  • Philip LinTeam Lead

    Handles: Plans, assigns and checks every job

    • Email
    • Client Portal
    • Calendar
    Connecting soon:
    • Gmail
    • Google Calendar
  • Claire NewmanWebsite & Video Specialist

    Coming: Website updates, Short videos

    • Market Research
    • Newsletters
    Connecting soon:
    • LinkedIn
    • Google Drive
  • Rachel OwensAds & Social Media Specialist

    Coming: Running your ads, Posting to your social accounts

    • LinkedIn Ads
    • Google Ads
    Connecting soon:
    • LinkedIn Ads
    • Google Ads
  • Carlos EstevezClient Education Writer

    Coming: Client newsletters

    • LinkedIn
    • Email
    Connecting soon:
    • Mailchimp
    • Constant Contact
  • Cyrus CooperClient Communications Writer

    Coming: Document reminders, Invoice reminders

    • Invoicing
    • Client Docs
    Connecting soon:
    • Gmail
    • QuickBooks Online
    • Karbon
  • Paige MatsumotoPractice Metrics Analyst

    Coming: Firm results reports

    • Accounting
    • Spreadsheets
    Connecting soon:
    • QuickBooks Online
    • Xero
  • Cole OrtizClient Onboarding Coordinator

    Coming: Client onboarding emails

    • Client Onboarding
    • Calendar
    Connecting soon:
    • TaxDome
    • DocuSign
    • Typeform

AI specialists configured for your industry. You review and approve everything.

Apps your team works in

Connect an app and your finance team does the work inside it. Nothing goes out until you approve it.

Connecting soonConnections open in waves, starting with Gmail, Google Calendar and Sheets. Each app opens with one button and its own sign-in, and you never handle keys or code.

Accounting software

  • QuickBooks OnlineRead-only

    Reads your clients' books, with their permission, to prepare summaries and questions once connected.

  • XeroRead-only

    Reads your clients' books, with their permission, to prepare summaries and questions once connected.

  • FreshBooksRead-only

    Reads invoices and reports to prepare client summaries once connected.

Practice management

  • Karbon

    Once connected, tracks work and client requests and drafts reminders for your approval.

  • TaxDome

    Once connected, lists missing client documents and drafts deadline reminders for your approval.

  • Canopy

    Once connected, tracks tasks and deadlines and drafts client reminders for your approval.

  • Financial Cents

    Once connected, tracks tasks and deadlines and drafts client reminders for your approval.

Documents and e-signature

  • Google Drive

    Once connected, lists missing client documents and files documents after you approve.

  • OneDrive

    Once connected, lists missing client documents and files documents after you approve.

  • Dropbox

    Once connected, lists missing client documents and files documents after you approve.

  • ShareFile

    Once connected, lists missing client documents and files documents after you approve.

  • DocuSign

    Once connected, prepares your engagement letters for signature after you approve.

  • Dropbox Sign

    Once connected, prepares your engagement letters for signature after you approve.

Email and calendar

  • Gmail

    Once connected, drafts welcome emails, document reminders and status updates for you to send.

  • Outlook

    Once connected, drafts welcome emails, document reminders and status updates for you to send.

  • Google Calendar

    Once connected, adds approved meetings and deadlines to your calendar with reminders.

  • Calendly

    Once connected, sets up approved booking links and reminders for client meetings.

Client records (CRM)

  • HubSpot

    Once connected, reads client lists, tracks referrals and drafts follow-ups for your approval.

  • Salesforce

    Once connected, reads client lists, tracks referrals and drafts follow-ups for your approval.

  • Wealthbox

    Once connected, reads client notes to prepare follow-up tasks for your review.

  • Redtail

    Once connected, reads client notes to prepare follow-up tasks for your review.

Newsletters and social

  • Mailchimp

    Once connected, drafts client newsletters and reminder campaigns for your approval.

  • Constant Contact

    Once connected, drafts client newsletters and reminder campaigns for your approval.

  • LinkedIn

    Once connected, drafts educational posts for your practice and your compliance review.

  • LinkedIn Ads

    Once connected, drafts ads for your compliance review.

  • Google Ads

    Once connected, drafts ads for your compliance review.

Forms

  • Typeform

    Once connected, sends approved intake questionnaires and uses answers to prepare your client setup checklist.

  • Jotform

    Once connected, sends approved intake questionnaires and uses answers to prepare your client setup checklist.

  • Google Forms

    Once connected, sends approved intake questionnaires and uses answers to prepare your client setup checklist.

What a connected team runs for youComing next

These run once the apps above can be connected. You approve each one before it starts.

  • Onboard a new client end to end: welcome email, intake form, document list, engagement letter ready to sign
  • Chase every missing document before the deadline, politely and on schedule
  • A deadline calendar for every client with reminder emails ready
  • Monthly plain-language summaries of client numbers for you to review
  • Referral program: ask happy clients at the right time
  • A client newsletter every month in plain language
  • Practice report: workload, turnaround, who is waiting on what
See every app

One team. One monthly price.

  • Starter

    $29/month

    60 tasks a month

  • Growth

    $79/month

    200 tasks a month

  • Pro

    $179/month

    450 tasks a month

Compare plans

Meet your AI team.

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