Your best bookkeepers are doing $25/hour data entry work.
Tax season means 2-3x overtime. Client onboarding takes weeks before a single billable hour. And your CPAs are categorizing receipts instead of tax strategy.
Leverwork replaces the data entry role — it doesn't add another tool your team ignores. AI workers handle categorization, reconciliations, and onboarding end-to-end.
Your accounting firm reality
Data entry is eating your profitability and your team's sanity.
Tax season means 2-3x overtime costs Jan-Apr
16-hour days for weeks, then scrambling to hire temp staff who need 3 weeks onboarding
Your best bookkeepers spend 40-60% of their time on data entry
Not the advisory work clients actually pay $200+/hour for
New client onboarding takes 2-3 weeks
Document collection, bank feed setup, and receipt categorization before you can bill a single hour
18-28% annual turnover for bookkeepers
Each departure costs $15K-$25K in recruitment and 8 weeks of lost productivity
Where your staff time actually goes
We integrate with your existing stack
Leverwork connects directly to the platforms you already use — no workflow disruption, no new tools to learn.
Every workflow, handled end-to-end
We don't just digitize paperwork. We eliminate the need for someone to do it.
Client signs → Request documents → Chase responses → Download statements → Upload to software → Set up bank feeds → Categorize historical transactions (14 days, 6-8 hours of manual work)
Client signs → AI requests documents → AI ingests statements → AI sets up feeds → AI categorizes 90% automatically → Human reviews (48 hours, 45 min human time)
Download bank CSVs → Match transactions → Categorize receipts → Reconcile accounts → Flag exceptions → Generate reports (8-10 hours per client monthly)
AI downloads feeds nightly → AI matches and categorizes → AI reconciles → AI flags exceptions → AI generates reports (30 seconds, human reviews only exceptions)
Request all documents → Chase missing receipts → Categorize 500+ transactions → Prepare workpapers → Send to CPA (4-6 weeks before deadline, chaos)
AI has been categorizing year-round → AI generates draft workpapers → AI flags deduction opportunities → CPA reviews only (2 weeks, CPAs do actual tax strategy)
Why not just use [accounting tool]?
Good question. Here's the difference between adding tools and replacing workstreams.
Simple bookkeeping software
Leverwork handles complex bookkeeping for 50+ clients. Same software you already use, just run by AI.
Offshore bookkeeping
AI never sleeps in the wrong timezone, never needs visa sponsorship, and costs $15K-$25K setup plus a monthly retainer — not per year.
Document automation
Leverwork captures AND categorizes. The receipt enters your system categorized, reconciled, and ready for reporting.
The math
Partnership pricing: $15K-$25K setup plus a $5K-$10K/month retainer. If it hasn't paid for itself in 90 days, we work free until it does.
Mid-Market Accounting Firm — $2.8M revenue, 18 employees
An 18-person accounting firm doing $2.8M in revenue, turning away clients because bookkeepers couldn't keep up and losing tax season to 80-hour weeks, could expect Leverwork to take over data entry for 70+ bookkeeping clients — freeing bookkeepers to review and advise, letting CPAs do CPA work, and making it possible to onboard 8 new clients in a month, each live within 48 hours.Illustrative scenario
*Illustrative example based on typical client outcomes
Is Leverwork right for you?
Honest answer: sometimes we're not.
This works best if…
- CPAs and bookkeeping firms with 25+ bookkeeping clients
- Firms spending 40%+ of staff time on data entry not advisory
- Practices using QuickBooks Online, Xero, or FreshBooks
- Teams overwhelmed during tax season with data entry work
Not ideal if…
Want the long-form version — implementation stages, failure modes, what to evaluate? Read how AI automation actually works in accounting.
Other industries using Leverwork
Put AI to work. Keep your people leading.
A 20-minute call. We'll show you exactly which roles pay back — and where humans stay essential.