AI implementation for accounting, law & medical practices
Your team spends too much of the day on work AI should be doing.
We implement custom AI workflows inside small professional practices, using the software you already run. We do the setup, integration and training, so your team gets time back for the work that needs them.
- Built around the tools you already use, like QuickBooks, Clio, Dentrix, Google Workspace and Microsoft 365
- Price confirmed in writing before any work starts
- No agreed time savings, no payment for the implementation
Six attachments with names like these:
Each document is identified and named to your convention.
In the document system your practice already uses.
A blurry receipt is flagged for a person to review.
Illustrative example of a typical workflow.
Built around the tools you already use
- QuickBooks
- Clio
- Dentrix
- Google Workspace
- Microsoft 365
Built for three kinds of practice
We know where the hours actually go.
We focus on accounting, legal, and medical & dental practices, so we understand your workflows, your compliance requirements, and the software you already use.
Where the time goes today
Common manual work in CPA firms, bookkeepers and tax practices.
- Sorting and filing the documents clients email in
- Matching bank transactions line by line
- Answering the same status questions by email
- Building client reports from scratch
- A month-end close that takes days per client
What we automate
Set up inside your existing tools, with your team trained to use it.
- Automated document intake & sorting
- AI-powered bank reconciliation
- Client communication workflows
- Client report generation
- Month-end close automation
Where the time goes today
Common manual work in solo practices and small law firms.
- Intake forms, emails and manual conflict checks
- Drafting routine documents from scratch
- Tracking deadlines in calendars and spreadsheets
- Billable time that never gets recorded
- Clients calling to ask where their matter stands
What we automate
Set up inside your existing tools, with your team trained to use it.
- Automated client intake & conflicts
- AI-assisted document drafting
- Deadline & calendar management
- Passive billable time capture
- Client status communication
Where the time goes today
Common manual work in clinics and dental practices.
- Phone tag for scheduling and reminders
- Checking insurance eligibility one patient at a time
- Charting after hours
- Chasing denied claims one by one
- Patients who never hear back after a visit
What we automate
Set up inside your existing tools, with your team trained to use it.
- Scheduling & no-show reduction
- Insurance eligibility automation
- AI-assisted clinical documentation
- Claims & denial management
- Patient follow-up workflows
People stay in charge of anything that matters
Our workflows are designed so that AI drafts, sorts and flags, and your team approves. Anything with clinical, legal or financial consequences, such as visit notes, legal documents, client correspondence or journal entries, is reviewed by a qualified person at your practice before it's final. Anything the system isn't sure about is routed to a named person on your team, and we document each workflow so you always know what it does and who reviews it.
How we work
From first call to working workflows in 30 days.
We don't sell you software and leave. We implement everything, train your team, and back the results with a written guarantee. You don't need any technical knowledge.
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Week 1
Workflow mapping
We learn how your practice runs from the inside: your tools, your team's day, and every manual task that's a candidate for automation.
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Week 2
Plan & approval
A prioritized plan: which workflows first, which tools, and how they connect to your systems. You approve it before we build anything.
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Weeks 3–4
Build, integrate & train
We build the workflows, connect them to your existing software, and train your team to use them day to day.
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Day 30
Results review
We review time saved and staff feedback against the targets we agreed at kickoff, then decide next steps together.
The 30 days start at kickoff, once we have the system access we need, and pause while we're waiting on approvals or information from your practice. If a workflow needs longer, we'll tell you before you sign.
How we measure success
Every engagement is judged against numbers we agree with you up front. Here's the framework, shown for a sample workflow.
| Workflow | Baseline | Target | Result |
|---|---|---|---|
| Client document intakeSample | Staff time measured in week 1 | Agreed in writing at kickoff | Measured the same way on day 30 |
The Procella AI guarantee
If your practice doesn't see the measurable time savings we agree on together at kickoff, you don't pay for the implementation. Full terms, including what counts as "measurable", are defined in writing before work begins.
Pricing
Clear pricing, agreed up front.
Every engagement is scoped to your practice. These are typical ranges, and your exact price is confirmed in writing before any work starts.
Start here
Free
See where you stand before you spend anything.
- 10-question AI readiness audit
- 30-minute strategy call
- What we'd implement first, and why
Implementation project
$2,000–$5,000 typical, fixed price
About $2,000 for one workflow with one integration, up to about $5,000 for three.
- 1–3 automated workflows
- Integration with up to 3 of your existing systems
- Workflow mapping in week 1 and a written plan you approve in week 2
- 2 live training sessions plus a recorded walkthrough
- 30 days of support after go-live
- Covered by the Procella AI guarantee
Ongoing retainer
$800–$1,500 per month, typical
For practices that want continued optimization.
- Up to 5 hours of work a month at $800, or up to 10 at $1,500
- Fixes, adjustments and small improvements
- A monthly check-in on how each workflow is performing
- Replies to support requests within 1 business day
- New workflows quoted separately, or built within your hours if they fit
Not included: third-party software licenses and AI/API usage fees (we estimate these up front, so there are no surprises), new hardware, and changes after the plan is approved, which are quoted separately. Your exact price is confirmed in writing before any work starts. There is no cost for the audit or the strategy call.
We're likely a good fit if
- You're a practice of about 2–30 people
- You already use practice-management, accounting or EHR software and want more from it
- Someone on your team can give us about 1–2 hours a week during the 30 days
- You have one or two repetitive processes you'd like to stop doing by hand
We're probably not the right fit if
- You need custom software built from scratch
- You want to replace your core systems (we work with what you have)
- Your organization requires a vendor with an independent security certification today
- You're a larger organization with formal IT procurement (roughly 50+ staff)
Free AI readiness audit
Find out where your practice stands.
Answer 10 questions and get an AI readiness score, the areas where manual work is most likely costing you time, and where to start. It's free and instant.
How the score works
Each of the 10 questions has four answers, from least to most automated, worth 0, 1, 3 or 5 points. Your total is converted to a score out of 100.
Below 35 is Early stage, 35–64 is Developing and 65 or above is Advanced. Findings come straight from your answers, and your top opportunity is your lowest-scoring area.
Hour and value estimates use your staff size and the assumptions shown with your results. The audit is a rough guide based on your own answers, not a professional evaluation of your practice.
This assessment covers general practice operations only. Please don't enter patient information, client-confidential details, financial account numbers, or other sensitive personal data anywhere in this tool.
Select your practice type to begin
Your results
AI adoption level: —
Your full report
Key findings for your practice
Want help acting on this?
Book a free 30-minute strategy call. We'll walk through your results and show you what we'd implement first. No obligation, no sales pressure.
Book your free strategy callSecurity & data
Careful with the data your clients trust you with.
Accounting, legal and medical records are some of the most sensitive data there is. Here's how we handle it, including where we stand today.
Read our security & data handling page-
We work inside your existing tools
We configure the compliant systems you already use, rather than moving your data into new, unvetted infrastructure.
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Contracts before data
If your engagement needs a Business Associate Agreement or a similar safeguard, it's signed before any relevant data is touched.
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You approve before we build
You see which tools we'll use and how they connect to your systems, and nothing is built until you sign off.
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A person approves anything high-stakes
Clinical, legal and financial outputs are reviewed by a qualified person at your practice before they're final.
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Where we stand
We're not currently HIPAA-certified or independently security-audited. We'd rather tell you up front than imply otherwise.
FAQ
Common questions.
Something else on your mind? Send us a question and we'll reply by email.
Will this work with the software we already use?
What does the 30-day guarantee mean exactly?
How much does an implementation typically cost?
Is our client data safe?
How is this different from just buying an AI tool off the shelf?
Ready to give your team its time back?
Take the free 10-question audit, or book a 30-minute call. No obligation, no sales pressure.