Automation for organizations and firms
Built by a practicing CPA, not a tech vendor.
We understand the work before we automate it. MOR turns the repeatable parts of your work, the schedules, reviews, reports, and letters your team rebuilds every cycle, into reliable processes your own people run.
30 minutes by video. No preparation. No obligation.
The short version
If it’s repeatable, it can be built.
Most firms and finance teams lose hours every week to work that follows the same steps every time. That’s the work we automate, so your people spend their time on judgment.
Three ways to work together
Start with setup, build what matters, keep it running.
AI Readiness & Setup
Your organization set up correctly from day one.
- Assess which workflows are worth automating first
- Select the platform and confirm the data-handling terms
- Connect the systems you already use
- Write your team’s usage policy
- Get your team working in it
Workflow Builds
One repeatable task, turned into a reliable process your team runs on demand or on a schedule.
- Scoped in writing before work begins
- Built around how your team already works
- Run against your own past work before handoff
- Documented so it doesn’t depend on one person
Fractional AI Lead
A standing advisor, and ongoing builds as your needs change.
- New workflows as needs come up
- Maintenance when your work or systems change
- Platform updates handled for you
- A senior person to call with questions
Every engagement is quoted in writing after the first call, before any work begins.
Who we work with
Organizations with repeatable knowledge work and no technical staff.
Less time on mechanics
Small and mid-size firms, especially audit and nonprofit practices. Your staff spend less time on the mechanical parts of an engagement and more on review and judgment.
A small team that keeps up
Finance teams handling month-end, board reporting, grant reporting, and audit prep. The recurring work gets done faster, so a small team isn’t always behind.
Your expertise, less busywork
Law, bookkeeping, wealth management, and similar firms where the same documents, reviews, and reports come around every cycle.
Small businesses are welcome too. If you have repeatable work, we should talk.
What we build
Five kinds of work, built around how your team operates.
Review & quality
Anything that checks, ties out, or flags issues before a person signs off.
Document & data processing
Messy inputs turned into finished schedules and workpapers.
Reporting & dashboards
Month-end packages, board reporting, and engagement and deadline tracking.
Drafting & communication
Client correspondence, memos, letters, and proposals, in your firm’s voice.
Knowledge & research
Grounded answers from your own standards, manuals, and templates.
These capabilities have been previously implemented in a licensed CPA firm’s audit practice, built by a practicing auditor and used on live engagements.
Who builds it
“I spent eight years on the auditor’s side of the table, and I’ve led AI adoption in public accounting along the way. I understand the work before I automate it, which is why what we build actually gets used.”
Jacob McKiddie, CPA · Principal
Data and professional responsibility
The tools prepare. Your professionals conclude.
It’s usually the first question, so here’s the answer up front.
Your people make the call.
Automated output is a draft for review. Conclusions, sign-offs, and anything that goes to a client or board stay with your professionals.
Your account, your terms.
Workflows run in a business-tier AI account in your organization’s name, under enterprise terms that keep your data out of model training. MOR sets it up and administers it, and you can remove that access at any time.
In writing, every time.
Every engagement letter spells out confidentiality and how your data is handled, before any of it is shared.
No assurance, ever.
MOR doesn’t audit, review, or compile anyone’s financial statements, with these tools or without them.
The next step
Start with 30 minutes.
Tell us what your team does over and over. You’ll leave with a clear idea of what to automate first, whether or not we work together.
