Take the next step
Two ways to start — your time, your budget
The free 48-hour audit is how most professional-services engagements begin. The $497 Deep-Dive Audit is for firms and practices ready to scope a pilot and want the same artifact back with deeper numbers — calibrated to client intake, document review, billing and time entry, portal Q&A, calls, and filings.
Reference clients we calibrate against include Northbridge Accounting — the SMB accounting firm whose intake triage the playbook was built around, surfaced in the same Nexara playbook. Nexara ships every pilot with one partner of record signing off on the day-30 review.
Deep-Dive AI Audit
Five days of remote work. The same 48-hour audit output — plus integration sketches, a build-cost model, and a 90-day plan — written up for your firm or practice and signed off by a partner / CPA of record.
- Top 5 candidates (vs 3 in the free audit), with ROI + effort per candidate.
- Integration sketches — connectors, write-back, and the risk per integration.
- 90-day pilot and handoff plan — what month one looks like in your firm or practice.
Need a statement of work first?email the Nexara team
Free audit
Get a free 48-hour AI workflow audit
Tell us a little about your team and what's slow. We'll come back within 24 hours with a free 48-hour audit of one workflow.