Your firm runs on five tools.
None of them talk to each other.
Your client data is scattered.
Source docs in TaxDome. Books in QuickBooks. Returns in Drake or Lacerte. AR in a spreadsheet. Staff stitching it all together by hand — every client, every engagement.
Tax season eats your firm alive.
Senior staff chasing W-9s. Preparers re-keying 1099s. Partners reviewing returns at 11pm in March. The hours you bill cap your revenue — and the hours you burn cap your team.
AI can do the chasing. You haven't set it up.
You've watched the demos. You know AI can read 1099s and draft variance commentary. But you have a busy season to survive — not a tech project to run.
We fix all three. In three business days. Without your team learning a single new tool.
Book your discovery callWhat is FluentOS?
At the core is Claude Code— Anthropic's agentic AI engine. But Claude by itself doesn't know your business, your customers, your tools, or your data. FluentOS is the wrapper that makes the AI yours.
- ✕Generic answers, no context
- ✕Re-explain every session
- ✕No memory, no integrations, no data
- ✓Connected to your data, tools, people
- ✓Persistent memory across every conversation
- ✓Secure, governed, auditable by design
Regardless of your industry — law, medical, real estate, finance, agencies, operations — FluentOS shapes itself around you.
You've heard of automations.
We install agents.
- ✕Hard-coded rules — break when data shifts
- ✕No reasoning — every edge case becomes a new branch
- ✕No memory between runs
- ✕You build, you maintain, you debug
- ✓Reads context — knows your data, your customers, your tools
- ✓Reasons through edge cases — handles the messy middle
- ✓Persistent memory — gets smarter as your business runs
- ✓Escalates to a human only when judgment is needed
Four systems, one foundation,
running on your data.
Daily Brief
Eight-thirty AM delivery to Telegram. The one signal that matters today — and why. Most teams learn their problems on Friday; you learn yours Monday morning.
See it in the tour →Dashboard
One screen with AI-written insights, not just metrics. Pipeline, revenue, leads, content — live. Each panel explains what changed and what to do about it.
See it in the tour →Chat Your Data
Plain English in. Plain English out. Ask your CRM, calendar, revenue, ads — any question, in seconds. Not a chatbot reading a manual; real-time answers.
See it in the tour →Agents
Always-on agents that watch your business, reason through what they see, and act. They open tickets, draft replies, escalate the things that need a human.
See it in the tour →Five agents,
installed in your foundation.
Not automations that break when the data shifts. Each agent watches its part of your business, reasons through what it sees, and acts — escalating to a human when judgment is needed.
Month-End Close Assistant
AI reconciles bank and credit card feeds against the GL, posts recurring accruals, and drafts variance commentary against budget and prior period. Your team reviews a pre-built close package instead of building it from scratch. Closes that took a week wrap in a day.
Client Document Collector
AI tracks every document you need from every client, sends tiered reminder emails for what is missing, and files uploads straight into the correct workpaper folder. No more spreadsheets tracking who sent what. Staff spend time on advisory, not chasing PDFs.
Tax Return Prep Assistant
AI ingests every client source document, extracts the data, and pre-populates the tax return in your prep software. It also flags anomalies like large year-over-year swings, missing schedules, or duplicate 1099s. Preparers review and refine instead of keying data.
AR Collections Follow-up
AI monitors your aging receivables and sends polite-to-firm reminder emails at 15, 30, and 45 days past due. Responses are logged against the invoice, and anything 60+ days escalates to the partner with context. Collections run themselves — no more awkward "did you get my invoice" calls.
1099 Vendor Tracker
AI watches every vendor payment year-round and flags any 1099-eligible contractor who hits the $600 threshold without a W-9 on file. At year-end, it generates and e-files 1099-NECs with matched data. January stops being a scramble.
From signed contract to
ongoing consultant.
Most vendors ship software and disappear. That's not us. The three-day build is where the foundation goes in — then we stay, monthly retainer, as your consultant.
- ✓Book onboarding call with your team
- ✓Set up shared communication channel
- ✓Walk through your tools and workflows
- ✓Collect software list, API keys, access
- ✓Day 1 — provision your FluentOS instance
- ✓Day 2 — connect integrations, install agents
- ✓Day 3 — testing + handoff walkthrough
- ✓First brief lands in Telegram
- ✓Crawl-walk-run: more agents over time
- ✓Custom modules built as you need them
- ✓Integrations added as your stack changes
- ✓Strategy calls as priorities shift
Own the software
your business runs on.
It takes time.The foundation comes first. Agents layer in. Custom modules start shipping around month six. But every dollar you've been handing to per-seat SaaS — comes back to you, permanently.
Your data. Your rules.
Your compliance, intact.
Your AI runs in yourcloud. Not someone else's.
For regulated industries, we deploy the LLMs that power FluentOS on AWS Bedrock — inside your own Amazon account. Every inference is encrypted. Model providers never see, retain, or train on your data. Every prompt, logged to your own CloudTrail.
What this actually returns.
Moments, compounded.
What happens when your data
starts working for you.
We were spending three hours per 1040 just keying numbers from PDFs into UltraTax — before any actual review work began. Now Claude reads the source docs, populates 147 fields per return, and flags the year-over-year anomalies. Twelve minutes per return. Roughly $54K in data-entry labor back this season.
Half my staff hours in February used to disappear into chasing W-2s, 1099s, and K-1s by email. Now an automation watches every checklist, escalates the gaps, and pings clients with the right ask. Same-day completion instead of four-day average. We picked up 7.5 hours a week in pure prep capacity.
Close used to be a full week of bank feeds, accruals, and three re-opens per client on average. Reconciliation runs overnight now — variance commentary already drafted when I sit down. Twelve hours per client back. Zero re-opens YTD.
Our AR was the embarrassing part of the firm. They wired up tiered reminders that go out without anyone clicking send. We cleared $11K of stale receivables in the first 60 days — clients did not even push back.
