AI for Accounting Firms — Arca Desk
AI consulting for accounting firms

Your firm is losing 4,200 hours a year to work AI can do

Arca Desk builds custom AI platforms for accounting firms — from tax research to engagement letters to partner analytics. One command center, five integrated systems, $1.495M in projected annual savings for a 20-partner firm.

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$1.495M Annual savings · 20 partners
1.8 days Avg. time to signed doc
83 Automations per day
GR Command Center · Galleros Robinson All systems live
$3.84M
Revenue YTD
↑ 12% vs prior year
81.4%
Realization rate
↓ 2.1 pts — AI flagged
184
Docs signed this month
12 awaiting signature
9
Active onboardings
3 need attention
GR Assist — AI tax research 7 sessions active
GR DocFlow — documents 12 awaiting sig.
GR ClientFlow — CRM 83 automations today
GR Insights — analytics L. Torres flagged
The problem

Where your partners' time actually goes

A 20-partner firm loses over 4,400 hours per year to manual tasks that follow fixed, repeatable rules. That's time your partners could spend on advisory work — billed at 3–5× the rate.

Client doc follow-up
920 hrs
Manual workpaper QC
800 hrs
Month-end close
750 hrs
Tax research (manual)
600 hrs
Engagement letters
400 hrs
WIP & billing reports
350 hrs
Annual hours across a 20-partner firm · Arca Desk workflow audit benchmark
The platform

Five AI systems. One command center.

Each platform is built for a specific accounting workflow. Together they connect into a single unified view — so partners see everything, miss nothing, and act on what matters.

GR Assist — AI research
Tax research, audit QC, client memos, CFO reporting, and engagement drafts. Answers complex IRC questions in 30 seconds with traceable citations.
14.5 hrs
partner hours saved per day
GR DocFlow — documents
AI drafts engagement letters, NDAs, management rep letters, and POAs. Fields auto-filled from CRM. Partner reviews in 5 minutes, client signs in 1.8 days.
1.8 days
average time to signed (was 8.4)
GR ClientFlow — CRM
Pipeline management, client health monitoring, and 5 live automation rules running 24/7. Cross-sell detection identifies $310K in advisory opportunities automatically.
83
automations fired per day
GR Insights — analytics
Live partner realization rates, WIP aging, and write-off patterns — surfaced by AI before you ask. Flags L. Torres at 71% realization 6 weeks before quarter close.
6.2%
write-off rate — down from 8.9%
GR Onboard — intake
8-step onboarding from signed engagement letter to Active client status in 2.4 days average. Conflict checks, DMS folders, welcome email, kickoff — all automated.
2.4 days
avg. time to client active (was 8–12)
Command center
All five platforms in one dashboard. Cross-system alerts surface what needs action before you ask. The managing partner sees everything, misses nothing.
$1.495M
projected annual run-rate savings
Before vs. after

A partner's day — transformed

✕
Manual firm — today
✕
45 min drafting an engagement letter from scratch
✕
2–3 hrs on manual tax research per complex question
✕
Email chains chasing client organizers and missing docs
✕
8.4 days average from proposal to signed engagement
✕
No early warning on write-off or realization trends
✕
New client active in 8–12 days after signed letter
✓
AI-powered firm — with Arca Desk
✓
5-min review of AI-drafted letter, pre-filled from CRM
✓
GR Assist answers in 30 seconds with full IRC citations
✓
Automated 30/14/7-day sequences — no staff effort
✓
1.8 days average — AI draft → review → client e-sign
✓
AI flags realization issues 6 weeks before quarter close
✓
2.4 days avg. to Active — 8-step checklist auto-executes
Impact by role

Hours back for every partner

Every partner type recovers time in a different way. Here's what the system does for each.

$1.495M
Annual firm savings
at 12-month run rate
~4,200
Partner hours recovered
per year across 20 partners
12 mo.
Full rollout timeline
phased by complexity
Month 1
First ROI unlocked
AI tax research · live in week 1
MP
Managing partner
Real-time partner realization rates, WIP aging, and write-off flags — without waiting for month-end. AI surfaces issues before you have to ask.
+4.2 hrs/week
TX
Tax partner
GR Assist answers IRC research questions in 30 seconds. Client organizer sequences run automatically. Tax position memos drafted in one click.
+6.1 hrs/week
AU
Audit partner
AI reviews workpapers for completeness before you open them. Confirmation automation cuts cycle time 40%. QC happens overnight, not in partner review.
+5.3 hrs/week
CF
CFO services partner
Month-end close drops from 8 days to 4. Journal entries auto-post against fixed rules. Variance reports generated before the client asks.
+4.8 hrs/week
AV
Advisory partner
AI identifies 7 tax-only clients as advisory upsell candidates — $310K revenue opportunity flagged automatically. No manual pipeline review needed.
+3.7 hrs/week
ALL
Every partner
Cross-system alerts tell you what needs attention before your day starts. 83 automations per day run silently — no one needs to remember to do them.
83 auto./day
12-month roadmap

Phased rollout. Measurable ROI from month one.

Phase 1
Quick wins
Months 1–3 · May–Jul 2026
$670K unlocked
AI tax research assistant — live week 1
Client document collection automation
Onboarding & engagement letter automation
Phase 2
Core workflows
Months 4–7 · Aug–Nov 2026
+$540K unlocked
Automated workpaper QC & review
Month-end close automation (CFO clients)
Partner billing intelligence dashboard
Phase 3
Scale & optimize
Months 8–12 · Dec 2026–Apr 2027
+$285K unlocked
Audit confirmation automation
Cross-border compliance monitoring
Full AI-augmented firm operations
"The goal isn't to replace the CPA's judgment. It's to eliminate the 60% of their day that doesn't require it — so the partner can do the work only they can do."
— Arca Desk AI Consulting · Galleros Robinson implementation brief, May 2026
Built for a regulated profession

Six guardrails. Always on.

AI without controls is liability. Every Arca Desk system for accounting firms ships with six non-negotiable compliance safeguards.

🛡️
CPA review required
No output reaches a client without partner sign-off. AI drafts, humans approve.
🔗
All citations traceable
Every IRC reference links to the source regulation. Nothing is hallucinated or uncited.
🔒
Client data stays yours
Never used to train the model. SOC 2 compliant. Your data does not leave your system.
👁️
Role-based access
Staff can't see partner-level billing or other partners' client financials.
⚖️
Auto conflict check
Independence verified across all 20 partners on every new engagement — automatically.
📜
Governing law locked
Wyoming governing law locked on every document. No partner can override without an audit trail.
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Accounting & Advisory Tax firms 20–200 partner firms CFO services Audit practices Multi-state firms