Your dedicated technology team and AI path to a more scalable accounting practice
United Accountants helps CPA and accounting firms scale through workflow automation, smart infrastructure, and dedicated technical support.
In 2026, CPAs and accounting firms need AI know-how, a tech-savvy team behind them, and automation that removes repetitive work and unlocks advisory.
Karl PaadamCEO, United Accountants
THE PLATFORM UNITED OS + PENNY
Operating System and Second Brain for your firm
United Accountants provides the operational layer UnitedOS where teams manage workflows, approvals, communication, and client operations, combined with the automation layer Penny that supports repetitive production work across the firm.
1. Setup phase
Penny learns and automates workflows
Learn workflows
We map recurring workflows, approvals, systems, and client-specific processes.
Build the workflow blueprint
We turn daily work into clear steps, rules, exceptions, and approval paths.
Connect systems
Penny connects to the tools your firm already uses - bookkeeping software, banks, portals, and tax systems.
2. Runtime phase
Run daily operations through UnitedOS
Collect documents and data
Automatically collect documents, statements, reports, and required data across systems.
Apply workflows and rules
Check each task against firm standards, client-specific rules, and approval paths.
Process recurring work
Penny supports documents processing, reconciliation, categorization, reporting, and other recurring tasks.
Keep full control
Accountants review outputs, approvals, exceptions and client communication before anything moves forward.
HOW FIRMS BENEFIT FROM THE PLATFORM
Spend less time on operations and more time advising clients
Keep your existing tools
Penny connects to the systems your firm already uses, including QuickBooks, client portals, banks, tax tools, document storage, and legacy software.
Enhance visibility across the firm
Owners and managers can see what is in progress, what is blocked, what needs review, and where the team needs support.
Continuously help workflows over time
As your team uses the system, Penny continuously adapts to your firm’s workflows, processes, and client requirements.
Get support from a real engineering team
You do not need to figure out automation alone. Our team helps map, build, adapt, and improve workflows for your practice.
THE TEAM BEHIND YOUR TECHNOLOGY
A dedicated team helping your firm adopt AI, automate work, and scale
Map how your firm works
Technology & Automation
Explore automations for your firm
Book a call
SECURITY & COMPLIANCE
Built for trust, security, and professional standards
United Accountants is designed for bookkeeping, tax, payroll, and financial workflows where accuracy, confidentiality, and control matter.
Transparency by design
Teams can review workflow activity, outputs, supporting documents, and operational history before anything is finalized.
Privacy and security controls
Encryption, audit logging, role-based permissions, and secure infrastructure help protect firm and client data.
Accountants stay in control
Complex or high-risk situations are escalated back to the accounting team for review, judgment, and client communication.
