Symptom 01
Client onboarding
New clients take weeks to fully onboard. Engagement letters sit unsigned. Questionnaires come back half-complete. You follow up manually, again.
3-4 weeks average onboarding time for new clients.
Monarch Legacy · For AccountingFile · B — AccountingBooking · Open
§ 01 — For AccountingMontgomery County, MDMay 2026
Eliminate the admin work draining your firm.
Monarch builds AI agents that eliminate the unbillable admin work draining accounting firms — client onboarding, document chasing, and monthly close coordination — so partners can take on more clients without adding headcount and get back to the advisory work that actually drives the firm.
- Hours Reclaimed
- 15+/mo
- Time to Deploy
- 4–8 weeks
- First Call
- $0
02Diagnosis
The problems we solve.
Three patterns we see again and again. We built our agents to break each one.
Symptom 02
Document chasing
You've asked for the W-2 three times. The bank statements are the wrong year. The QuickBooks access still isn't shared. None of this is billable.
30% of staff time spent on document collection.
Symptom 03
Monthly close coordination
Chasing clients for receipts, categorizing expenses, sending reminders. Every month, the same busywork. It doesn't scale.
15+ hours per month on close coordination per firm.
03Treatment
What we build for you.
A working set, not a wishlist. Each piece deploys in 4–8 weeks and pays for itself inside the first quarter.
Automated document collection
Your AI agent emails clients, sends reminders, and tracks exactly what's been received and what's missing.
Smart follow-up sequences
Clients get friendly, persistent reminders until every document is submitted. You never send a chase email again.
Client onboarding portal
New clients upload documents, sign engagement letters, and complete questionnaires in one place. Fully automated.
Monthly close coordination
AI agents coordinate receipt collection, categorization reminders, and deadline tracking across all clients.
Deadline monitoring and alerts
Never miss a filing deadline. Your AI tracks every date and alerts your team before things slip.
Practice management integration
Works with Karbon, Canopy, TaxDome, QuickBooks, Xero, and the tools your firm already uses.
—Ledger
Pricing.
Transparent pricing for accounting firms. No hidden fees. No surprise invoices.
Tier 01Standard
Client Onboarding Agent
Stop chasing documents. Our AI agent collects everything you need from new clients automatically.
- Setup
- $4,000
- Then
- $750/mo
- 01Automated document collection
- 02Smart follow-up sequences
- 03Client portal for uploads
- 04Engagement letter automation
- 05Integration with your practice management tool
Tier 02Standard
Practice Automation Suite
Automate the admin work that eats your margins. Onboarding, document chasing, and monthly close coordination.
- Setup
- $8,500
- Then
- $1,500/mo
- 01Everything in Tier 1
- 02Monthly close coordination agent
- 03Automated client reminders
- 04Internal task assignment and tracking
- 05Deadline monitoring and alerts
- 06Staff utilization dashboards
Tier 03Standard
Custom Workflow Build
Complex workflows that don't fit a template. We scope, build, and deploy custom AI agents for your firm.
- Setup
- $15,000+
- Then
- Project pricing
- 01Everything in Tier 2
- 02Custom AI agent development
- 03Multi-system integration
- 04Workflow design and optimization
- 05Staff training and onboarding
- 06Ongoing optimization and support
- 07Dedicated engineering team
Not sure which tier? Ask us.
We’ll recommend one on the call.
—Reader Questions
Frequently asked.
Plain answers to the questions we get most. If yours isn’t here, ask us on the call.
Closing PlateFirst Call · $0
Ready to take on more clients without adding headcount?
Book a call. We'll map your admin bottlenecks and show you exactly where AI agents can cut the busywork.