The platform
This isn't a toolbox. It's a complete operating system for your firm. Each pillar handles a distinct problem. Together, they give you your time back.
Pillar 1
Upload your logo. Connect your domain. Set your firm's colors. From that moment forward, every client interaction — every portal login, every email, every report, every video — carries your identity.
Praxis is infrastructure. It powers everything your clients see and touch. But they never see our name. Not in the portal URL. Not in the email sender. Not in the video watermark. Not anywhere.
Custom domain / CNAME
Portal served from portal.yourfirm.com. Clients never see our domain.
Logo everywhere
Portal header, email header, PDF letterhead, video watermark. One upload, applied everywhere.
Send-as from your domain
Emails go out from partner@yourfirm.com via Microsoft Graph or Google. Your clients reply to you, not to us.
Branded workpapers
Every PDF deliverable carries your firm's letterhead, your logo, your license number in the footer.
Before Praxis
Your clients see a generic vendor portal. The platform vendor gets the brand recognition.
With Praxis
Your clients see your brand. You get the relationship credit.
Pillar 2
Your AI avatar delivers quarterly reports, tax projections, and advisory walkthroughs in your face and your voice. You record nothing. Clients think you made a personal video just for them.
How twin training works:
On confidentiality:
Video scripts include your commentary on the client's situation — not raw financial data. Client-specific dollar figures are displayed as slides on-screen, not spoken aloud. Synthesia renders the video; they receive the script and your avatar, not your client's P&L.
Pillar 3
Email classified. Meetings scheduled. Daily briefing at 7am. You open your day with a clear picture, not an unstructured pile of messages.
A typical morning on Praxis:
Your daily briefing lands. 2 client emails need your judgment. 14 were handled. 3 meetings confirmed.
Dr. Kim's follow-up flagged as Priority 1. Draft response prepared. You edit 3 words and send.
4 scheduling requests resolved. Clients received calendar invites from your assistant.
You never opened your inbox. Everything that needed you, found you.
Email classification
Every incoming email classified by urgency, client, topic, and required action. Priority items surfaced. Noise suppressed.
Smart scheduling
Scheduling requests handled without you. Meeting confirmed, invite sent, your calendar updated. Clients get a fast response.
Daily briefing digest
A structured morning summary: what was handled, what needs you, what's on the calendar. Reads in 90 seconds.
Communications from your domain
Every outbound email goes from partner@yourfirm.com. Your clients reply to you. The platform stays invisible.
Escalation paths
You define what triggers a notification. Financial questions, angry client tone, new client inquiry — your rules, your thresholds.
Pillar 4
Transaction classification, workpaper generation, monthly close orchestration. Human approval gates on every financial action. The CPA firm back office, automated — without removing the licensed professional from any decision that matters.
Transaction classification
Every transaction scored for confidence. Above your threshold: auto-classified. Below: approval queue. Your rules, your threshold.
Approval queue
Below-threshold transactions route to your queue: vendor name, amount, AI guess, confidence score, suggested alternative. You approve or reclassify in seconds.
Workpaper generation
Monthly close workpapers generated automatically. Branded with your firm letterhead. Ready for review, not data entry.
Decision log
Every AI action logged permanently: timestamp, action taken, confidence level, firm config at time of action, approver. Full audit trail. Reversible within 30 days.
Monthly close orchestration
The workflow: bank feed ingested, transactions classified, exceptions queued, journals generated, statements produced. You review the output, not the process.
The compliance posture
Your license. Your call. Always.
Month-over-month improvement
Every override you make trains the classification model. The system learns your clients' vendors, your categorization preferences, your firm's patterns. Confidence scores rise. Manual approvals decrease. The longer you use it, the less you touch it.
Integrations
OAuth connections — no credentials stored, no IT required, no switching costs. Your tools stay. Praxis adds the layer that ties them together.
QuickBooks Online
Transaction read + write, bank feed, journal entries, reports. The core of the bookkeeping automation.
Xero
Same as QBO — transaction classification, workpaper generation, monthly close. Full parity.
TaxDome
Client roster sync, document delivery to TaxDome Drive, task status updates. Your workflow stays in TaxDome.
Microsoft 365
Email read, send-as from partner@yourfirm.com, calendar scheduling. Outlook inbox, Exchange delivery.
Google Workspace
Same as Microsoft 365 — Gmail read, send-as, Google Calendar. Full parity for Google shops.
Synthesia
Avatar rendering for client video delivery. Your avatar + script → branded video in 48 hours. Logo watermark applied at render time.
When the AI is wrong
We will never pretend the AI is infallible. Here's exactly what happens when it's not confident — because your license is on the line, and you need to see the failure path, not just the happy path.
The classification
The automation engine classifies a $4,200 payment as "Office Supplies." Confidence score: 62%. Your firm's threshold is 80%. Below threshold.
The routing
The transaction does not touch QBO. It routes to your approval queue instead. You see: vendor name, amount, the AI's guess, the confidence score, and a suggested alternative: "Equipment — Computer Hardware."
Your decision
You tap "Reclassify → Equipment." Two seconds. The transaction posts correctly. The action is logged: timestamp, original classification, your override, your ID, the client name. Permanent record.
The system learns
The next time Praxis sees this vendor at this client, it classifies correctly. Your override trained the model. The confidence score climbs. Eventually, it runs autonomously — if you choose to let it.
Three things that never happen on Praxis:
Honest limits
Knowing who Praxis is wrong for is as important as knowing who it's right for. We'd rather tell you now than onboard you for the wrong reasons.
50+ person firms
You need enterprise consultants and a custom build. We're SaaS infrastructure, not enterprise software. Our ceiling is your floor.
Tax-only practices with no bookkeeping
Our automation engine is built around the monthly close. If you don't do ongoing books, roughly 60% of the platform sits unused. The math doesn't work.
Firms that want a human answering phones
We automate digital communication — email, scheduling, video. If your clients expect live phone support from a receptionist, we're not replacing that.
Bespoke M&A or audit work
Praxis is built for recurring compliance and advisory — tax, bookkeeping, client reporting. One-off deal work or GAAS-level audit engagements require different infrastructure.
Firms looking for the cheapest option
We're the value play against hiring a bookkeeper — not against the cheapest option on a freelancer marketplace. If your frame is "least expensive software," this isn't for you.
Practices without QBO, Xero, or M365/Google Workspace
Our integrations are built around specific tools. If your stack is significantly different, we'd be building custom for you — and we're not ready for that yet.
Praxis IS right for you if:
A day on Praxis
This is an actual workday at a firm running Praxis. Real times. Real actions. Real result.
Your daily briefing arrives
2 client emails need your judgment. 14 were handled. 3 meetings confirmed for tomorrow. You read a 90-second summary and you're oriented for the day.
You open your approval queue
6 transactions flagged overnight across 4 clients. You approve 5, reclassify 1 as Equipment instead of Office Supplies. Total time: 3 minutes. The client's books were never wrong — the AI asked first.
Monthly close completes for 8 clients
Automatically. Workpapers generated, branded with your firm's letterhead. Financial statements ready to send. You didn't touch a spreadsheet.
Quarterly video drafted for Dr. Kim's practice
Your avatar walks through her numbers. Revenue up 14%. Tax projection updated. Advisory recommendation on equipment timing. You preview it, approve, and it sends from your domain. Dr. Kim thinks you recorded it just for her.
You close your laptop
You spent 25 minutes on platform tasks today. You spent the other 7 hours on advisory work, business development, and client strategy — the things that actually grow your practice.
That's the difference.
Not "we automated some things." Every single operational task that was consuming your week — handled, logged, and done right.
Positioning
There are good tools in each of these categories. Praxis isn't competing with them. Praxis is the integration layer none of them built.
Botkeeper automates bookkeeping for small businesses. It doesn't white-label, doesn't deliver client video, doesn't handle your inbox. It's a point solution for one workflow.
Karbon manages workflows, tasks, and team assignments. Excellent at what it does. It doesn't touch your client's books, doesn't send video updates, doesn't classify transactions.
Bench provides bookkeeping for small businesses. They do your books. Praxis gives you infrastructure so you can offer what Bench offers — except under YOUR brand, to YOUR clients, with YOUR data staying with you.
Dashboards show you what's happening. Praxis handles what's happening and asks for your sign-off only when it matters.
Praxis is your firm's operating system.
With your face on it, your brand on every client touchpoint, and your time freed from the 15–20 hours per week you currently spend on communication overhead. It's the integration none of them built — because it requires all of them working together.
Founding 10 firms lock their rate for life. Month-to-month, no contracts. Live in 2 weeks.
