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 follwoing 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
Hyperbots Co-pilots offer unlimited user access at no extra cost, fostering collaboration and scalability without per-user licensing constraints.
Industry specific
Hyperbots Co-pilots provide industry-specific finance AI with tailored workflows, document handling, tax validations, and customizable features for efficient and precise processing across diverse sectors.
Company specific
Hyperbots Co-pilots enable quick, no-code customization for company-specific needs, from ERP integration to workflows and GL structures, ensuring tailored integration with its agentic AI.
Integrations
Hyperbots integrates seamlessly with ERPs and other systems, enabling real-time, exhaustive, secure, and scalable data exchange to support end-to-end AI automation.
24X7
Hyperbots Co-pilots work 24x7, automating tasks and notifying humans of exceptions, ensuring continuous productivity and efficient collaboration.
Human-in-the-loop
Hyperbots Co-pilots ensure seamless collaboration with humans through exception handling, approval workflows, actionable insights, and adaptive learning.
Process specific
Hyperbots Co-pilots use the Agentic AI platform's domain-specific training and collaborative agents to deliver tailored, scalable, and efficient process-specific automation.
Intelligence elements
Hyperbots Co-pilots, built on the Agentic AI platform, leverage advanced capabilities like Redaction, OCR, LLMs, VLMs, MOE, Reasoning, Math Interpretation, Recommenders, and Predictive Engines to enable intelligent, efficient task execution.
Self learning
Hyperbots Co-pilots use self-learning to adapt to company-specific workflows, refine accuracy, and dynamically align with evolving business needs.
Functional elements
Hyperbots Co-pilots encapsulate platform capabilities like Workflow, Notifications, Security, Analytics, SSO, and Observability, along with User Portals, Audit Trails, Mobile Apps, Permissions, and Roles, ensuring secure, configurable, collaborative, and auditable operations.
Ready to deploy
Hyperbots Co-pilots are ready-to-deploy, no-code solutions with pre-trained agents and ERP connectors, enabling rapid, tailored setup without third-party integrators.
AI-native
Hyperbots Co-pilots’ AI-native design ensures purpose-built precision and transformative productivity and value for finance operations.
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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