OAK & CO
Tripled onboarding capacity without hiring, and added $55,000 in advisory fees.
“Peak season used to be data entry. Now the draft is waiting when the client walks in.”
Bill the hours
you actually own
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.
AccountingLegalArchitectureConsultingInsurance
What they run
AI Document Parsing
Client paperwork ingested and categorized instantly, with discrepancies flagged.
Drafted Advisories
Personalized financial summaries drafted before the meeting starts.
Intelligent Client Database
One enriched record per client, current without manual upkeep.
Accounting Automations
Time, billing, and reconciliation stitched together.
320+
Billable hours saved per partner, annually
3x
Client onboarding capacity, no new headcount
$55K
Added high-margin advisory fees