The best Junior Accountant on Earth
Works for free.
We build AI junior tax accountants custom-fit to your firm. They handle the prep work so your senior staff can focus on advisory.
Book a discovery callWhat your AI Junior Accountant does
Everything a junior does, without the overhead.
From document collection to return prep, your AI junior accountant handles the full lifecycle. Your senior staff picks up where judgment begins.
Tax return prep
Gathers source docs, populates workpapers, and organizes everything into review-ready packages for your senior staff.
Document collection
Pulls W-2s, 1099s, K-1s, and receipts from email, portals, and shared drives. Follows up on what's missing.
Data entry
Reads bank feeds, brokerage statements, and scanned docs. Enters numbers into your workpapers. No manual keying.
Client communication
Sends status updates, deadline reminders, and document requests in your firm's voice. Logs every interaction.
Workpaper organization
Sorts, labels, and files every document into the right client folder. Organized and review-ready from day one.
Deadline tracking
Monitors filing deadlines across your entire client list and flags what needs attention before it's too late.
By the numbers
Junior hire vs. AI Junior Accountant
Traditional junior hire
- Annual cost$65-80k+
- Time to productivity3-6 months
- Availability (tax season)50-60 hrs/wk
- Data entryManual
- Document follow-upWhen they remember
- Turnover riskHigh
Trimwork- First monthFree
- Time to productivity1-2 weeks
- Availability24/7/365
- Data entryAutomated with validation
- Document follow-upAutomatic, every time
- Turnover riskNone
Integrates with your stack
Works with the tools your firm already runs.
Tax prep software, accounting platforms, email, file storage. Your AI junior accountant plugs in without changing how your team works.
Plus thousands more via Zapier. If it has an API, we can connect it.
Your first month is on us.
Book a 30-minute call. Tell us what's burying your team. We'll build you a custom AI junior accountant and you don't pay until you've seen it work.
Book a discovery callNo commitment. No credit card. Just a conversation.