The reality: a four-person boutique accounting firm spends over 40% of peak season manually categorizing receipts, extracting tax document data, and drafting standard advisories. Main St. AI ingests the paperwork instantly, flags discrepancies, and drafts the personalized summary before the advisor sits down.
Client paperwork ingested and categorized instantly, with discrepancies flagged.
Personalized financial summaries drafted before the meeting starts.
One enriched record per client, current without manual upkeep.
Time, billing, and reconciliation stitched together.
Illustrative example: not real customer results
Tripled onboarding capacity without hiring, and added $55,000 in advisory fees.
Illustrative example: not real customer results
“Peak season used to be data entry. Now the draft is waiting when the client walks in.”
Example scenario. Names withheld.