Prest0n for CPA, accounting and finance teams

$653 a month for a full-time employee. unlimited seats.*

$124,297 saved a year on each one

* each, three on the annual plan, billed monthly.

from the inbox to the close. in time, Prest0n runs nearly all of your firm’s digital work.

what Prest0n runs end to end

each starts on its own, on a routine or as the work arrives, and you approve what matters. the biggest savings come first.

models and analysis: new exports land: Prest0n refreshes the model, the comps and the variance memo and drafts the deck. the analyst checks every figure.
the advisor's client service: every day: Prest0n drafts replies to client email, prepares review packets and writes the follow-ups. the advisor approves.
month-end close support: each month-end: Prest0n reconciles the accounts, flags exceptions and drafts the statements and footnotes. a CPA reviews and releases.
research and filings: each filing or question: Prest0n summarizes the 10-K or 10-Q and drafts sourced memos. a professional verifies.
cash forecast and FP&A pack: every week: Prest0n refreshes the cash forecast, the budget-versus-actual pack and the KPI flash. the controller signs off.
tax and accounting watch, to client letters: every week: Prest0n watches tax, accounting and SEC updates and drafts the client letters that matter. the partner decides.
compliance review: each marketing piece: Prest0n checks it against the SEC Marketing Rule and flags what to fix. the compliance officer decides.
the controller's inbox, bank changes routed: every day: Prest0n triages the controller's inbox and routes each bank-change request for a callback. it never moves money.
invoices prepared for import: each billing run: Prest0n prepares the invoices as an import file. a person reviews and posts.

the desks Prest0n covers

bookkeeper
staff accountant
tax preparer
client admin
paraplanner
controller
accounts payable
FP&A

what Prest0n does here

Prest0n reconciles statements and lists the exceptions for your review.
Prest0n reads tax documents, compares them with last year and drafts requests for what is missing.
Prest0n drafts notice responses, variance memos and month-end summaries.
Prest0n drafts client emails and follow-ups that wait for your approval.

what Prest0n does not do here

no tax or investment advice.
never moves money, pays a bill or changes bank details.
no filing of returns and no posting of journal entries.
a licensed professional reviews and releases the work.

the open ROI report

it models CPA firms and RIA practices, small and mid-size, and in-house finance teams of two sizes.

the modeled return

ROI of an AI Employee for CPA & Finance Firms

pricing

$653 per Prest0n employee per month for 3–8 employees on a 12-month term, billed monthly. a free internship is 1 month of Prest0n: 225 pr0 of work, credited up front, with unlimited seats. it comes with a new organization, for its primary owner, once per person. an invitation code or a referral link gives an extended internship in its place.

see the full price ladder