AI Automation Agency
Accounting, Finance, & Operations
AI Automation Workflows for Medium-Sized Businesses & Accounting Firms
AI Automation is About Augmentation, Not Replacement.
Reduce Time Spent Managing Automations
Free up hours by streamlining and simplifying your automation upkeep.
Quickly Locate and Connect Disparate Data
Effortlessly unify scattered data across systems for faster insights.
Scale Intentionally, Not Just to add Headcount
Grow your team intentionally without the burden of one-to-one hiring.
Break Free from Daily Ops and Accelerate Growth
Clear the path to focus on strategy, innovation, and scaling your business.
CUSTOMERS WE ❤️
STRMS develops and deploys AI Automation Workflow for medium-sized businesses and the accounting firms that serve them, to elevate their people and customer happiness.
Medium-Sized Businesses
Growth-stage companies typically in the $5MM to $100MM in revenue and have 10 to 50 employees with lean finance, ops, RevOps and IT teams that juggle high transaction volume, high-touch repetitive processes, and disparate data sources in the cloud.
Pain we solve – Manual reconciliations, spreadsheet-driven forecasts, siloed data between ERP, CRM, and banks.
Accounting & Advisory Firms
Tech-forward and cloud-based CAS, FP&A, and outsourced CFO practices serving 25–500 clients, battling
staff capacity limits, price compression, and commoditized bookkeeping.
Pain we solve – Repetitive client onboarding, month-end “stare and compare,” and narrative report writing that erodes margins.
Levels of Automation
Kickstart
Simple “If, Then” logic to automate basic tasks. Great for beginners.
Relay
Uses APIs + AI to create smarter, multi-tool automations.
Agent
AI agents that make decisions for you, no human trigger needed.
Conductor
Our most powerful orchestration. Think of it as an orchestra of APIs and agents.
What We Automate
Movement of Data
The manual movement of data leads to inefficiencies, increased risk of errors, and significant time, slowing down your team's productivity and accuracy.
Reporting & Analytics
Manual data handling and reporting create excess work for your team and don't consistently deliver the insight companies need, reducing the visibility for decision-making.
Repetitive Tasks
Manual tasks waste time and add no value to the customer. Spending that time on strategic initiatives and customer hospitality drives growth while improving productivity and quality.
Disconnected Systems
Disconnected systems create silos of information, leading to data discrepancies and communication breakdowns. This fragmentation slows workflows and leads to unoptimized processes.
