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Finance & Accounting

Technology Solutions for
Finance & Accounting.

Finance and accounting firms handle the most sensitive data in any industry. BerTech builds the systems that keep it secure, compliant, and moving — so your team spends time on advice, not administration.

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Document Intelligence

More deductions found.
Less time reviewing.

Manual document review misses deductions — not because your team isn't thorough, but because volume makes thoroughness impossible. BerTech's text extraction tools scan every document, pull every relevant figure, and route findings directly to your workflow. The result is a more complete picture, delivered faster, with a full audit trail behind it.

Deductions Identified — AI Extraction vs. Manual Review ($k)
$0k$33k$65k$98k$130kJanFebMarAprMayJun
AI Extraction
Manual Review
What We Build

Technology built for
finance operations.

Six practice areas covering document security, automation, compliance, and client experience — built for CPA firms, RIAs, and financial advisory practices.

Tax & Financial Document Security
Governed storage and access controls for sensitive tax returns, financial statements, and client records — with a full audit trail on every interaction.
Text Extraction
AI-powered extraction of key financial data from scanned documents, statements, invoices, and filings — structured and routed directly to your systems.
Entity Workflow Automation
Automated workflows for multi-entity clients — filings, deadlines, document routing, and approval chains managed without manual coordination.
Client Portal
Secure, branded client portals for document sharing, status updates, and communication — replacing email threads and unsecured file transfers.
PII Compliance
Protect SSNs, EINs, financial account data, and personal client information with built-in governance that satisfies regulators before they ask.
Onboarding Flows
Automated client onboarding — engagement letters, document collection, identity verification, and CRM setup triggered from a single intake form.

Built for CPA firms,
RIAs, and advisory practices.

Whether you're managing 50 clients or 5,000 — we build to your scale and your compliance requirements.

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