Take back your tax season.
Auto‑categorize thousands of transactions in minutes. Your team reviews only the edge cases that matter.
Familiar Excel-like interface for exception review. Transparent analytics show accuracy and time saved.
CPAs lose hundreds of hours every tax season dealing with:
- Messy books from new clients.
- Historical cleanup backlogs that never quite go away.
- Vendor name inconsistencies across bank feeds and systems.
- Endless manual categorization of routine transactions.
- Staff burnout during peak months.
Busy firms end up rejecting profitable clients or overworking their team.
Accord AI auto‑categorizes 1,000+ transactions in minutes.
Accord AI is CPA transaction categorization software that learns your firm's Chart of Accounts, uses your corrections, and flags only uncertain items for review. This accounting automation tool requires no rules, no spreadsheets, and eliminates wasted time during tax season.
Accelerate onboarding
Create a clean, tailored Chart of Accounts for new clients in minutes so you can move to reporting fast.
Eliminate manual cleanup
Your team reviews only edge cases and ambiguous transactions, not thousands of routine line items.
Increase profitability
Turn stressful one‑off cleanup into scalable monthly services without adding headcount.
Why it works for small‑firm CPAs
Accord AI is built for busy small‑business CPA firms that need big‑firm AI tools without big‑firm complexity.
- Learns directly from your workflow and corrections.
- Uses your firm's own Chart of Accounts.
- Integrates with QuickBooks, Xero, and Plaid.
- Surfaces only ambiguous transactions for review.
- Built specifically for small‑business CPAs.
- Big‑firm AI tools. Small‑business focus.
Integrations
Connect your accounting platforms and bank feeds to accelerate accurate bookkeeping.
Sync chart of accounts and transactions for accurate books.
Two‑way sync with journals, contacts, and categories.
Secure bank connections for fast transaction ingestion.
Our Team
Building big‑firm AI tools with a small‑firm focus.
James Dougherty
Co-Founder & CEO
James has been founding companies since 2009. He has started and sold two companies, and advised and invested in a dozen others. From fintech to market research, he has taken early stage ideas and found product market fit through intensive iteration and client outreach. Accounting challenged have been on his radar since 2015 while running into challenges using Quickbooks himself. James finds the ability of AI to support small business CPAs is exciting and enables them to focus on higher value and higher margin work to support their businesses and employees.
Connor Crawford
Co-Founder & CTO
Connor brings a decade of experience building impactful products from scratch across a diverse range of industries, including telecommunications, cancer diagnostics, ride-sharing, and renewable energy. His unique strength lies at the intersection of business strategy and software development, combining deep technical prowess with the communication and leadership skills necessary to solve complex business challenges. As the son of a small business owner in the financial industry, Connor developed a personal passion for helping small firms accelerate productivity, increase margins, and achieve a better work-life balance. He intimately understands that for a small business owner, the business often becomes their life. At Accord, he is dedicated to building tools that not only grow your practice but also help you reclaim your time.
Renju Kodiyat
Head of AI
Renju leads our machine learning efforts with a focus on transparent, auditable AI for accounting accuracy. He has many years of experience in the accounting technology space and lead teams at Xero and Quickbooks as the Head of Machine Learning.
Abdul Chowdhury, EA
Advisor — CPA & Business Owner
Abdul is a practicing CPA and multi-location firm owner advising on workflows and controls so our product fits real-world small firm operations.
Unlock your capacity.
Book a 15‑minute walkthrough and see how fast cleanup can really be.