Stop losing months to onboarding. Practice Archive AI helps accounting firms capture, organize, and retrieve institutional knowledge instantly with AI-powered search, chat, and professional SOPs.
Beta customers receive free access during testing period • Limited spots available
Most accounting firms struggle with the same problems
New staff spend months learning procedures that should take weeks. Lost productivity costs $50K-75K per hire.
Expertise lives in senior staff's heads. When they leave, institutional knowledge walks out the door.
Staff interrupt seniors 10+ times daily. Partners and managers spend hours answering the same questions repeatedly.
Most firms have minimal documented SOPs. No standardization means inconsistent quality and client dissatisfaction.
Give your staff instant access to firm knowledge and professional accounting SOPs
Drag-and-drop PDFs, Word docs, Excel files. Organize by client and process type. AI extracts and indexes everything automatically.
Ask questions in plain English. Get instant answers with citations from your own documents. No more searching through folders.
Access professional accounting SOPs for common processes across your software stack. AI-powered gap analysis shows what's missing from your documentation.
Stop searching by filename. Ask questions like "How do we reconcile trust accounts?" and get relevant passages from your documents instantly.
Search Query
"How do we handle year-end adjustments for accrual basis clients?"
Year-End Procedures - ABC Corp.pdf
Review all outstanding invoices and ensure proper accrual entries...
Accrual Accounting Guide.docx
Common year-end adjustments include prepaid expenses, accrued liabilities...
50%
Faster onboarding
21+ hrs
Saved per week (firm-wide)
$103K
Annual value
At $299/month, Practice Archive AI costs less than 5 billable hours but delivers over $103K in annual value through reduced interruptions, faster information retrieval, and streamlined onboarding.
For a typical 15-person firm (based on fully-loaded labor costs):
*Based on 13% annual turnover, below the industry average of 15%
Total annual value: $103,040
Annual cost: $3,588 ($299/month × 12)
ROI: $103,040 ÷ $3,588 = 29x
That's 1,092 billable hours recovered annually (21 hours/week × 52 weeks). At a conservative $150/hour blended billing rate, that represents an additional $163,800 in potential revenue opportunity.
Choose the plan that fits your firm
Beta Program: Accepted beta customers receive free access during testing period. • Need more? Contact us for Enterprise pricing with custom features, SSO, and dedicated onboarding.