CPA Firms
A CPA firm providing advisory, accounting, and tax audit services
PARTNER VALUE PROPOSITION
Why Partner With Hyperbots as CPA Firms?
Enhanced Service Offerings: Hyperbots Co-pilots help CPA firms automate key finance processes, delivering greater client value.
Revenue Growth & Differentiation: CPA firms can create new revenue streams & stand out with Hyperbots AI-driven solutions.
Comprehensive Support: Hyperbots offers training, technical resources, & flexible partnership models to ensure long-term success.
Existing Services from CPA Firms
The following are services and service specific challenges
Company Level Challenges
CPA firms face several challenges that impact their ability to deliver and grow their existing services and solutions.
Hyperbots Co-pilots Available for CPA Firms
Invoice processing co-pilot
Extracts invoice data, matches with POs/GRNs, prevents fraud, and suggests GL coding. Enables 80% Straight-through Processing.
Accruals processing co-pilot
Hyperbots' Accruals Co-pilot automates accruals, ensures accurate expense/revenue recognition, and streamlines financial close with AI insights.
PR/PO co-pilot
Hyperbots' PR/PO Co-pilot automates PR/PO processes, ensuring accuracy, compliance, and optimized procurement with AI-driven approvals and budget matching.
Payments processing co-pilot
Hyperbots' Payments Co-pilot automates payments, ensuring accuracy, compliance, and timely transactions while optimizing cash flow and controls with AI.
Vendor management co-pilot
Hyperbots' Vendor Management Co-pilot streamlines onboarding, compliance, and performance monitoring, enhancing collaboration and mitigating risks with AI.
Sales tax verification co-pilot
Categorizes line items by tax codes, verifies sales tax, suggests jurisdictional withholding rates, and integrates with the Invoice Processing Co-pilot.
CPA firms face several challenges that impact their ability to deliver and grow their existing services and solutions.
Unlimited access
Enjoy unlimited user access with no per-seat licensing—enabling seamless collaboration and effortless scalability across your organization.
Industry specific
Hyperbots provides industry-specific finance AI with customizable workflows, document handling, and tax validation—ensuring accurate, compliant processing tailored to sector-specific needs across industries like manufacturing, retail, healthcare, logistics, and more.
Company specific
Hyperbots enables no-code customization for company-specific needs—adapting workflows, ERP integrations, GL structures, and business rules through Agentic AI to ensure seamless alignment with organizational processes and finance operations.
Integrations
Hyperbots integrates seamlessly with ERPs, procurement platforms, and other enterprise systems—enabling real-time, secure, and scalable data exchange to power end-to-end AI automation across finance and operations
24X7
Hyperbots Co-pilots run 24x7—automating invoice workflows, monitoring tasks, and alerting humans only when needed. This ensures uninterrupted operations, faster turnaround, and continuous productivity across finance and procurement teams.
Human-in-the-loop
Hyperbots Co-pilots enable human-in-the-loop collaboration through exception handling, approval workflows, and contextual insights—ensuring control, transparency, and continuous learning where human judgment adds value.
Process specific
Powered by Agentic AI, Hyperbots Co-pilots deliver process-specific automation through domain-trained models and collaborative agents—ensuring scalability, precision, and efficiency across finance operations like invoicing, approvals, and GL coding.
Intelligence elements
Built on the Agentic AI platform, Hyperbots Co-pilots combine OCR, LLMs, VLMs, MOE, reasoning, redaction, math interpretation, and predictive engines to deliver intelligent, efficient automation across complex finance workflows.
Self learning
Hyperbots Co-pilots use self-learning AI to adapt to company-specific workflows, improve accuracy over time, and continuously align with changing business rules, exceptions, and process variations—driving smarter automation with every interaction.
Functional elements
Hyperbots Co-pilots offer functional elements like workflows, notifications, security, analytics, SSO, audit trails, user portals, permissions, and observability—ensuring secure, configurable, and auditable operations across teams and systems.
Ready to deploy
Hyperbots Co-pilots are ready-to-deploy, no-code solutions with pre-trained AI agents and native ERP connectors—enabling rapid, customized setup without third-party integrations or development overhead.
AI-native
Hyperbots Co-pilots are AI-native by design—built from the ground up for finance automation, delivering purpose-built precision, transformative productivity, and measurable value across accounting, invoicing, and approval workflows.
FAQs: Partnerships with CPA Firms
How do Hyperbots Co-Pilots help CPA firms achieve business growth?
Hyperbots Co-Pilots, such as the Invoice Processing, Payment, and PR/PO Co-Pilots, automate routine processes, enabling CPA firms to scale operations, manage larger client volumes, and drive business growth without proportional increases in headcount.
How do Hyperbots Co-Pilots enhance customer satisfaction for CPA firm clients?
Automation of manual tasks using Co-Pilots like Accruals and Payment reduces employee burnout, enhancing retention, while streamlined processes improve cash flow and accuracy, boosting profitability for the firm and its clients.
How do Hyperbots Co-Pilots impact employee retention and profitability for CPA firms?
Answer: Automation of manual tasks using Co-Pilots like Accruals and Payment reduces employee burnout, enhancing retention, while streamlined processes improve cash flow and accuracy, boosting profitability for the firm and its clients.
Why should CPA firms partner with Hyperbots?
Partnering with Hyperbots enables CPA firms to enhance their service offerings, differentiate in the market, improve client satisfaction, and create new revenue streams through advanced finance and accounting automation solutions.
What is the role of the CPA firm in implementation?
CPA firms facilitate client engagement, gather requirements, and provide support during and after implementation to ensure clients successfully adopt and maximize the benefits of Hyperbots Co-Pilots.
What is the role of Hyperbots in implementation?
Hyperbots provides technical expertise, deployment support, and customization of Co-Pilots tailored to client needs, working closely with CPA firms to ensure a smooth and effective implementation process.
How should partners position Hyperbots for customers already using an ERP?
Hyperbots Co-Pilots complement existing ERP systems by automating manual finance processes, improving accuracy, and delivering measurable outcomes such as cost savings and productivity gains.
How should partners position Hyperbots for customers already using workflow automation software?
Hyperbots Co-Pilots offer advanced AI capabilities that enhance and extend the functionality of standard workflow automation tools, providing finance-specific insights, no approximations, and seamless ERP integration.
How is a partner selected?
Hyperbots selects CPA firms based on their market expertise, client engagement capabilities, and alignment with Hyperbots' mission to deliver value-driven financial solutions to their clients.
How is a partner onboarded?
Partner onboarding includes comprehensive training on Hyperbots Co-Pilots, access to implementation resources, and dedicated support from a partner manager to ensure a smooth start. Sales and marketing materials are also provided.
What models exist for partnership?
Hyperbots offers flexible partnership models, including:
Referral Model: CPA firms refer clients and earn referral fees.
Reseller Model: CPA firms resell Hyperbots Co-Pilots and manage client relationships.
Strategic Alliance Model: CPA firms collaborate on joint go-to-market strategies to deliver integrated solutions.
Why Hyperbots Agentic AI Platform?
Finance specific
Hyperbots Agentic AI platform specializes exclusively in finance and accounting intelligence, leveraging millions of data points from invoices, statements, contracts, and other financial documents. No other platform has such large pretrained models on F&A data.
Best-in-class accuracy
Hyperbots achieves 99.8% accuracy in converting unstructured data to structured fields through a multimodal MOE model integrating LLMs, VLMs, and layout models. With contextual validation and augmentations, the platform ensures 100% accuracy for deployed agents.
Synthesis of unstructured and strutured finance data
Hyperbots agents emulate finance professionals to autonomously perform F&A tasks by reading and writing data like COA, expenses, and vendor masters from core accounting systems and integrating it with unstructured data from financial documents such as invoices, POs, and contracts.
Pre-trained agents with state of the art models
Hyperbots' Agentic platform, pre-trained on millions of financial documents like invoices, bills, statements, and contracts, ensures seamless integration, high accuracy, and adaptability to any accounting content, form, layout, or size from day one.
Company specific inference time learning
Hyperbots' Agentic platform employs state-of-the-art Auto ML pipelines with techniques like reinforcement learning to enable inference-time learning for tasks such as GL recommendation and cash outflow forecasting, ensuring continuous improvement and adaptability.
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Book a demo with one of our Financial Technology Consultants to get started!