Codified Accounting Procedures Engine
Turn Your Accounting Team Into Superheroes
Our Codified Accounting Procedures Engine is an embedded financial automation “digital mentor” built by CPAs. C.A.P.E.™ integrates with your ERP/CRM to standardize AP/AR, payroll, forecasting, and internal controls, making your finance function efficient, scalable, audit-ready, and compliant.
See C.A.P.E. in action — Essential, Pro, and Strategic demos
Expanded demo details. Use Left and Right arrow keys to change demos.
Essential · C.A.P.E. Mentor – Train Faster, Standardize the Fundamentals
This Essential-tier demo shows how C.A.P.E. Mentor turns a routine task into a guided, audit-ready flow, embedding controller-level judgment so juniors execute correctly the first time. It tackles the talent bottleneck by upskilling staff, replaces undocumented workflows with clear SOPs, preserves knowledge when people move on, and reduces the step-by-step supervision burden. Result: faster closes and cleaner PBCs.
- Talent scramble → upskilling in-flow
- Undocumented workflows → standardized SOPs
- Knowledge retention → captured procedures
- Management burden → guided checklists
- Downstream: faster close; cleaner audit/PBC
Expertise, Embedded.
C.A.P.E.™ is a human-centered AI solution that acts as a "digital mentor" for your accounting staff. By embedding our CPA expertise into a step-by-step system tailored to your business, we upskill your team to perform at a senior level. It’s not about replacing people; it’s about making them better.
The Power of the Jolt Framework
"Jolts" are our modular engines that target specific financial functions. Each Jolt is a complete workflow and compliance package, ensuring accuracy and audit readiness.
AP & AR Jolts
Automates accounts payable and receivable processes, from data entry to collections, ensuring cash flow is optimized and continuously monitored.
Payroll Jolt
Manages payroll processing with built-in compliance checks to handle taxes, withholdings, and reporting accurately.
Forecasting Jolt
Provides sophisticated cash forecasting and financial modeling, allowing you to make strategic decisions with confidence.
Game Changer
Controls Jolt
Establishes and enforces internal controls, standardizes intercompany procedures, and keeps you audit-ready at all times.
Oversight.
Not overshoulder.
Financial Management Jolt
Streamlines the financial close process and generates board-ready reports, reducing your close cycle from weeks to days.
And more...
Our Proprietary Environment
The Jolts operate within a secure, custom-built AI environment designed for maximum flexibility and control.
Evee
The operational "sandbox" where we host the Jolts. Evee is designed to simulate your specific industry environment—whether it's construction, legal, healthcare, or nonprofit—ensuring the system is perfectly tailored to your workflows.
LeVar
The governance and standards engine that ensures C.A.P.E.™ is always up-to-date. LeVar manages quarterly updates, maintains compliance frameworks, and provides secure demo instances for training and development.
Ready to C.A.P.E. Up?
Stop letting financial friction limit your growth. Schedule a demo to see how the C.A.P.E.™ can transform your financial operations.