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.
CPA & accounting firms
A $1,500 workflow diagnostic
Weeks, not quarters
Who we are
We are operators who automate the grunt work.
ShooflyAI designs and deploys 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.
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 sell you a tool and leave. 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.
The fix
Put the busy work on agents.
We do not replace your accountants. We take the repetitive tasks your team does on autopilot and hand them to AI agents that work 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, without a preparer sending a single reminder.
Prep
Data entry and reconciliation
Pull figures from statements, bills, and prior returns into your workpapers, flagging anything that does not tie out for a human to review.
Comms
Status updates on autopilot
Clients and partners get accurate, current status on every return without anyone stopping to write the email.
How it works
From first call to live agent.
A focused, low risk path from mapping your workflow to a working system, with a person in control at every step.
01
Week 1
Workflow diagnostic
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. This is the $1,500 starting point.
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, 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.
What changes
Fewer manual hours. Same headcount.
The goal is simple. The hours your team spends on work no client pays for drop, and the work that needs a CPA gets their full attention. Your people stay because the job stops burning them out.
Preparer hours per return on intake and data entryIllustrative target
Today
~6 hrs
With agents
<1 hr
5+ hours back per return, multiplied across every client in your book.
24/7
Agents chase missing documents nights and weekends, so Monday does not start with a backlog.
View case study
0
Status update emails a preparer has to stop and write. Clients still know exactly where their return stands.
1 system
Built into the tools you already use. No rip and replace, and no new login for your clients.
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 a 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.
What we don't do
We will not sell you a chatbot.
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 work off your team. The boring, the repetitive, the hours that do 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, and 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 diagnostic.
A $1,500 AI Workflow Diagnostic
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.
Most firms apply the diagnostic fee to their first build. The only thing you commit to 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 one week workflow diagnostic, 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.
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.
