Grow your firm,
not your headcount.
ReInvestWealth's AI runs the routine bookkeeping on every client file: categorization, receipts, reconciliation. Your team keeps the review and advisory work clients actually pay for.
Capacity calculator
What could your firm get back?
Estimates to start a conversation, not a promise. Assumes an 85% realization rate and that freed hours can go to billable work. On a partnership call we rebuild this with your firm's own numbers, then validate the capture rate in a pilot.
We work with the best in the business
Where the hours go
Routine bookkeeping is a handful of small tasks repeated across every file, every month. Repetitive and rule-based: exactly what AI is good at.
- Transaction categorization & coding≈45 min per file90 hrs / mo
- Chasing & matching receipts≈30 min per file60 hrs / mo
- Bank reconciliation≈30 min per file60 hrs / mo
- Client follow-up & data requests≈30 min per file60 hrs / mo
That is nearly two full-time roles (at 145 productive hours a month each), spent on work nobody bills a premium for.
Illustrative numbers for a typical file (the calculator above defaults to 2.25hrs per file). Your firm's own file count and rates belong in the calculator, and the full workbook on the call.
Built to grow with your firm
The AI takes the hours nobody bills a premium for. Everything a client pays for your firm's judgment stays yours.
A 24/7 AI Bookkeeper runs the routine on every client file, so nobody on your payroll has to.
- Transaction categorization & coding
- Receipt chasing (clients toss them in the Smart Shoebox)
- Bank reconciliation, fed by 10,000+ institution connections
- Data requests and month-end follow-up
Each client invites your firm into clean, current books. Built by CPAs, so they behave the way your reviewers expect.
- Review and adjustments, inside the client's books
- Tax planning and filing
- Advisory work clients gladly pay for
- The client relationship, and the fee
A pilot, not a leap
Nobody moves a whole book of clients on a promise. The partnership is designed to prove itself on a handful of files first.
Book a call
Bring your file count and rates. We rebuild the capacity model with your firm's own numbers, assumption by assumption, and you keep the workbook. Firms that want the full workup before piloting start with the free AI Capacity Diagnostic below.
Pilot and measure
Start with your smallest, messiest files. We measure the hours those files take before and after, so a defined measurement period replaces the 25 to 50% assumption with your firm's real capture rate.
Roll out file by file
Expand on the pilot's evidence. Each migration is done for you and reviewed by a CPA, so your team is not the one doing the moving.
Start with the free AI Capacity Diagnostic
A free review of where your firm's hours go, how much of that AI can take off your team's plate, and how we will measure the difference on your own files. We put AI to work on the routine so your team gets more done per hour, then we prove it with a before and after. Not AI consulting in general: a decision, on your numbers.
Free for firms we think we can genuinely help · No commitment · You keep every deliverable
The workbook, filled in
Every assumption on this page rebuilt with your firm's real numbers, together. The file is yours to keep.
A map of your client book
Which files are pilot-ready, which should stay put, and why.
A measured before and after
We baseline the hours your team spends per file today, then measure the same files once the AI is running. Your efficiency gain becomes a number you can see, not a claim we make.
A pilot plan with a finish line
The setup that replaces the 25 to 50% assumption with your firm's own measured capture rate.
Early access to our Claude MCP server
Launching soon: Claude posts the adjustments, runs the migrations, builds the reports, across your whole client book at once. Diagnostic firms go in first. See what it does →
A written go or no-go
Even if the honest answer is that ReInvestWealth does not fit your clients.
Straight answers for skeptical partners
Is ReInvestWealth trying to replace accountants?
No. ReInvestWealth is built for business owners to run their business on, with the routine bookkeeping handled by AI. That routine work is exactly the part most firms lose money on. Your firm stays the advisor: you review clean books, plan taxes, file returns, and advise. Built by CPAs, for exactly that division of labour.
How does pricing work for firms?
Firm pricing is based on the number of client files under management, not on seats, and it is different from the price a business pays on its own. We walk through it on the partnership call once we understand your file count and mix. No surprises: you will see the full picture before any commitment.
Do my clients have to leave QuickBooks?
A client's books run on ReInvestWealth, so yes, migrated files move over. The switch is done for you and reviewed by a CPA, and most firms start with the files where QuickBooks was overkill anyway: the ones too small for their fee but too messy to leave alone. Larger clients with dedicated accounting staff can be a genuine fit for QuickBooks, and we will say so.
How realistic is the 25 to 50% automation range?
It is deliberately a range, because the honest answer is: it depends on your client mix and data quality. We refuse to put one confident number on a page. The way to know your firm's real number is a pilot: a handful of files, a defined measurement period, and the capture rate measured on your own work rather than asserted by us.
What is the AI Capacity Diagnostic?
A free engagement that turns this page into your firm's own numbers: the capacity workbook filled in together, an automation map of your client book, a baseline of the hours your team spends per file today, a pilot plan, and a written go or no-go recommendation. There is no fee and no commitment. We offer it to firms we believe we can genuinely help, which is what the first call sorts out, and you keep every deliverable either way.
How do you measure whether AI actually made my firm more efficient?
Hours per file, before and after. In the diagnostic we baseline what your team spends on a given file today, activity by activity. Then the AI runs on those same files for a defined period and we measure them again. The difference is your firm's real efficiency gain, on your own work, rather than a percentage we put on a page.
What is the ReInvestWealth MCP server for Claude?
It connects your client books to Claude, and Claude works in them rather than just looking at them: adjustments, migrations, edits, reports, projections, even the client email that goes out with them. Because it is not a person clicking through files, it can do that across your whole book at the same time. The app stays simple for your clients; the accountant-grade work happens in the conversation. Launching soon, and firms that run the diagnostic go into early access first.
Which client files are the best fit?
Service businesses run by one to five people: consultants, real estate agents, freelancers, incorporated professionals, newly incorporated founders. In most firms these are the files that consume the most chasing per dollar of fee. They are exactly what ReInvestWealth was built for.
Can I see the full model behind this calculator?
Yes. The calculator on this page is a simplified view of a full capacity workbook: activity-level hours, loaded staff cost versus billing value, realization, and the assumptions that prevent double-counting. That workbook is the backbone of the AI Capacity Diagnostic: we fill it in with your firm's own numbers together, and you keep the file.
Look under the hood
Run the numbers on your own firm.
Book a call and we fill the capacity model with your files, your rates, and your clients. Then we decide together whether a pilot makes sense.
30 minutes. No commitment. Ask about the free AI Capacity Diagnostic.