Their Numbers.
Your Machine.

One-time setup on your hardware. Optional support after that — or self-manage and pay nothing. Your system keeps running either way.

Book a Call → The Starter Workflow
Nationwide — we travel to you Your hardware, your office

The problem with cloud AI in accounting firms

Tax returns, payroll records, client bank statements — accounting firms live inside other people's most sensitive numbers. Clients hand you their financial lives on trust. Every cloud AI pass puts that trust through a server you don't control.

  • Client financials passing through cloud AI services that may retain or train on them
  • Manual receipt and statement entry eating billable hours
  • Subscription stacks that charge per seat and never end
  • Breach exposure across hundreds of clients at once
THE STARTER WORKFLOW

Receipts & Statements → Categorized Packet

One packaged job to start: the month-end grind, automated on your hardware.

How it starts: Client receipts and statements (scans, PDFs, photos) drop into a folder on your machine.

What you get: A clean categorized packet — transactions extracted, categorized to your chart of accounts, flagged items listed for your review. Your staff verifies; your software of choice receives the finished data.

Timeline: Running on your hardware in the first on-site day, with your chart of accounts and review rules built in.

Cloud-based AI rents you an assistant that lives in their building. TidalForge installs an assistant that lives in yours. Theirs learns for everyone; yours only knows your books and your clients.

The cloud alternative: $25 per seat monthly ($40–50/mo for a two-seat plan), billed forever — with client financials on the vendor's servers. TidalForge: $900 once — categorized packets generated in your office, offline, on hardware you own.

What runs on your machine

Receipt & statement extraction

Scans and PDFs to structured transactions — offline, on your machine.

Category mapping

Mapped to your chart of accounts with your rules. Ambiguous items flagged for review, never guessed silently.

Client packet assembly

Month-end packets assembled and ready for your review workflow — organized by client, by month.

Setup from $900 on hardware you already have (need a box? a 32GB+ mini PC runs ~$400–550, spec sheet included). Optional support after that — or self-manage and pay nothing.

accounting firms questions

No — it feeds it. The categorized packet hands off clean data to the software you already run. Nothing in your existing stack changes.

Not in the starter workflow — deliberately. Files arrive the way they do today (email, portal, drop folder). Client-facing upload portals are a separate workflow, quoted separately.

The starter workflow handles one entity cleanly. Consolidations across entities are a scoping conversation on the call.

Ready to see it on your own files?

Bring one real workflow to the call. We'll scope it honestly and price it before you commit to anything.

Book a Call →