Automation · Integration · Custom Software for Accounting / CPA / CAS Firms
Give accountants more time for work clients actually need an accountant to do.
Fapbric connects document intake, client communication, your accounting platforms, and internal workflows — so professional staff stop chasing files and re-keying data, and start applying judgment.
Fixed-fee engagements · Senior-led engineering · Built around your existing systems
Where professional capacity gets consumed
Chasing client documents
Recurring engagements start with the same manual requests, reminders, and inbox archaeology.
Engagements stall at intake — and staff time goes to follow-up instead of the work itself.
Sorting and routing everything by hand
Incoming files are opened, identified, renamed, filed, and routed by hand.
Professionals doing administrative sorting is the most expensive possible way to move a PDF.
Month-end checklists run by memory
Close processes depend on spreadsheets and individual discipline across clients.
Turnaround varies, steps get missed, and capacity caps how many clients each team can serve.
Repetitive reporting
The same reports are assembled from the same sources for the same clients every period.
Recurring low-value hours crowd out advisory work clients would happily pay for.
Example workflow: client documents → completed review
An example workflow — every implementation is designed around your actual systems and process.
Automate the routine. Keep judgment where it belongs.
Good automation routes decisions to the right person instead of removing them. In this industry, that means the following always stay human:
- Professional judgment and review
- Tax positions and advisory decisions
- Client-sensitive communication
- Final approval of deliverables
The business impact
- More billable capacity from the same professional team
- Faster engagement turnaround
- More clients served per team without quality drift
- Document chasing handled by the system, not staff
- Recurring reporting produced without recurring labor
More workflows worth examining
- Client onboarding sequences
- Engagement-letter workflows
- Recurring close workflows
- AR and collections follow-up
- Tax-document intake
- Approval routing and report delivery
Work with the systems you already use.
Fapbric is not trying to replace your software. These are examples of systems commonly found in this industry — we work with the technology already inside your business wherever practical, and we are not implying partnerships with any vendor listed.
Sometimes automation isn't the whole answer.
Connecting your existing software may solve the problem. In other cases, the missing piece is a custom internal tool, a customer or employee portal, a new connection between systems, or software built specifically around the process. Fapbric builds those too.
You don't need to know what technology you need. Bring us the business problem.
We build and operate this kind of automation ourselves.
Fapbric also builds and operates its own automation products — including DueDrop, a Fapbric-built AI automation product for invoice follow-up. We apply the same production engineering to client systems.
Enterprise Engineering Experience
Senior engineering experience supporting enterprise environments including Nike, Walmart, American Express, Starbucks, Yahoo, Macy's and others.
Experience reflects project and contract engineering work performed personally by Fapbric's principal, including engagements delivered through third-party consulting firms. Organizations shown are not represented as Fapbric clients or endorsers.
Start with one workflow worth fixing.
We begin by understanding how the process works today, where time or revenue is being lost, which systems are involved, and what a better operating model should look like. If the opportunity makes sense, Fapbric scopes the implementation before work begins.
Fixed-fee · Scoped before implementation begins
Automation doesn't stop when it goes live.
Business processes change. APIs change. AI models evolve. New edge cases appear. And once one high-value workflow is automated, the next opportunity often becomes obvious.
Monitor
Know when a critical process stops working or behaves unexpectedly.
Maintain
Handle software changes, connection changes, and updates that affect the system.
Optimize
Improve the process as real-world use reveals better ways to run it.
Expand
Add new processes and connections as the business grows.
Fapbric can remain involved through a Managed Automation relationship to keep the systems we build reliable, current, and improving.
What would this look like inside your firm?
Bring us one process your team repeats every day or every week. You don't need to know whether the right answer is automation, an integration, or custom software — show us what is slowing the business down, and we'll help determine what should be automated, what should stay human, and whether it's worth building.