The talent shortage is real.
Your hidden capacity isn't. We find it in a week.
We build AI agents that take the document chasing, data entry, and status updates off your team's plate, so your CPAs stay focused on the work that actually needs a CPA.
We are operators who build the system, not a slide deck.
ShooflyAI builds AI operating systems for mid-market firms. We are not a software vendor handing you another login. We sit inside your workflow, find the manual steps that burn billable hours, and build agents that do them quietly in the background. You own everything we build. The code, the data, the IP.
01
We map before we build
Every engagement starts by tracing how work actually moves through your firm, not how the org chart says it should.
02
Humans stay in the loop
Agents draft, chase, and prepare. A person approves anything that touches a client or a filing before it goes out.
03
We own the outcome
We do not hand you a tool and disappear. We build, deploy, and tune the system until the hours actually come back.
The problem
The talent is leaving. The deadlines are not.
The accounting profession is shrinking while the workload climbs. Firms are covering more returns with fewer people, and someone on your team is paying for that gap in unbillable hours and burnout.
Document chasehow a client request decays
24h
Responsive
Client replies fast and the return keeps moving.
Day 3
Cooling
Now it takes three emails and a phone call.
1 wk+
Stalled
The file sits. The deadline does not move.
75%
Share of CPAs at or past retirement age (AICPA)
300K+
Accountants who left the field, 2019 to 2022 (BLS)
55-70
Hours a week a preparer works from January to April
Half
Of those hours go to chasing documents and re-keying data
You cannot hire your way out of this fast enough. The firms pulling ahead are taking the manual work off the people they already have.
We do not replace your accountants. We take the repetitive tasks your team does on autopilot and hand them to AI agents that run around the clock. Your accountants do the work that needs a brain. The agents do the work that needs a clock.
Intake
Document collection that chases itself
Agents request, track, and follow up on missing client documents until the file is complete. No preparer sends a single reminder.
Prep
Data entry and reconciliation
Pull figures from statements, bills, and prior returns into your workpapers. Anything that does not tie out gets flagged for a human to review.
Comms
Status updates nobody writes
Clients and partners get accurate, current status on every return. Nobody stops working to write the email.
60-75%
Reduction in reconciliation time at Strickland CPA after deploying AI agents
2-3 days per cycle dropped to 6-8 hours. 20-person mid-market firm, 6-week implementation.
How it works
From first call to live agent.
A focused path from mapping your workflow to a working system. A person stays in control at every step.
01
Week 1
Operating Assessment
We trace how a return actually moves through your firm and rank where the manual hours pile up. You get a written map and a prioritized plan. Fee credited 100% toward your first build.
02
Weeks 2 to 3
Scope the first agent
We pick the one workflow with the clearest payback (usually document intake) and define exactly what the agent does and where a human signs off.
03
Weeks 3 to 6
Build and deploy
We build the agent into the tools you already use (read-only integration, zero production disruption), test it on real files, and put it live with your team watching.
04
Ongoing
Tune and expand
We measure the hours returned, tighten the system, and move to the next workflow once the first one is paying for itself. Most firms see payback within 2-3 months.
What changes
Fewer manual hours. Same headcount.
The hours your team spends on work no client pays for drop. The work that needs a CPA gets their full attention. Your people stay because the job stops burning them out.
Reconciliation cycle time (Strickland CPA, real data)Before vs. after
Before
2-3 days
With agents
6-8 hrs
60-75% reduction in reconciliation time. Over 80% of exceptions resolved automatically.
60-75%
Reduction in reconciliation time at a 20-person mid-market CPA firm. Read-only QuickBooks + Canopy integration, live in 6 weeks.
STRICKLAND CPA
View case study
>80%
Automated resolution rate on data exceptions. Agents reconcile between systems; humans review only what does not tie out.
STRICKLAND CPA
View case study
2-3 mo
Payback period. The system paid for itself before the second billing cycle ended.
Accountants left the profession between 2019 and 2022
The pipeline is not refilling. Firms that survive are automating the work that does not require a license. (Bureau of Labor Statistics)
The pattern
It is never a software problem.
Most firms already pay for good software. The hours still vanish because the work between the tools (the chasing, the re-keying, the checking) is manual and entirely human. That is where we work.
GAP 1
The tools do not talk.
Your portal, your tax software, and your email each hold part of the picture. Someone copies between them all day.
GAP 2
Following up is a full-time job.
Chasing clients for documents is the single biggest time sink in busy season, and it falls on your most expensive people.
GAP 3
Status lives in someone's head.
When a partner asks where a return stands, the answer requires interrupting the person doing the work.
We do not sell magic. We do not drop a tool in your lap and walk away. We do not automate anything that needs judgment. We do not touch a filing without a human signature. Clear lines, and your people decide what happens.
If you want a black box that runs the whole return, we are not the right fit. We take the real hours off your team: the boring, the repetitive, the work that does not pay you. That is what we do.
The alternatives
Why not just do it another way?
Hire more
Hire your way out
There are not enough accountants to hire. 300K+ left the field in three years (BLS). The ones available cost more every year. This does not scale.
Offshore
Offshore the prep
Offshoring moves the manual work, it does not remove it. You still manage the handoffs, the quality, and the client data risk.
More software
Buy another tool
Another subscription adds a login, not capacity. The manual work between your tools is exactly what stays.
Do nothing
Push through another season
The staff you have absorb it, until they leave. The shortage that created this problem makes them hard to replace.
The offer
Start with the assessment.
AI Operating Assessment
We spend one week inside your firm. We watch the hours, map where the manual work lives, and rank what AI can handle first. You walk away with a clear answer: which hours you can get back, when, and what it costs. The map is yours whether or not you build with us.
The diagnostic fee is credited 100% toward your first build. The only commitment up front is the map.
FAQ
Questions firms ask us first.
How long until an AI agent is live in our firm?
We start with a paid AI Operating Assessment, then scope a focused first agent. Most firms have a working agent live within four to six weeks, not a quarter.
Does this replace our accountants?
No. We automate the manual work that pulls your CPAs away from real accounting, like chasing documents and re-keying data. Anything that needs professional judgment stays with your people.
Is our client data handled safely?
Yes. We build inside the tools you already use, with role based access and a human approving anything that touches a client or a filing before it goes out. Our integrations are read-only by default.
What does this cost after the diagnostic?
A first AI agent build runs $12K-$18K depending on complexity. The assessment fee is credited toward it. Most firms see payback within 2-3 months of deployment.
Your people are too valuable for data entry.
Book the diagnostic. In one week you will see exactly where your firm's hours are going. Then you decide.
