How it works
How we work out your numbers.
Every hour and dollar in your plan comes from your own answers, through tested code you can check. Here's exactly how.
The short version
Your answers, not guesses.
We ask how often things happen and how long they take. You can answer "Not sure" and we'll tell you where we filled a gap.
Tested code does the math.
The same formulas run for every firm, and they're tested before every release.
AI writes the words, never the numbers.
It explains each fix in plain language for your software and your team.
A person checks every plan
before it reaches you.
The math, step by step
HypotheticalA sample firm sends 60 document requests a month, and each takes about 15 minutes, including follow-ups.
Hours lost:
60 requests × 15 minutes = 15 hours a month.
Hours a fix can win back:
15 hours × 35% recoverable = about 5 hours a month.
What that's worth:
5.25 hours × $40 an hour × 12 months = $2,520 a year.
We repeat this for each area of your firm's week, then rank the fixes by hours saved. Your plan shows this math with your own numbers.
How we choose tools
Vendor-neutral.
We don't sell software. We start with features you already pay for.
Checked against the vendor's own documentation
before we recommend a tool, with the date we checked it.
Re-checked every six months.
Prices are marked as unconfirmed unless we checked them that day.
No referral fees.
We don't take referral fees from software vendors, so a tool is recommended only because it saves your firm time.
What we never do
- Log in to your systems.
- Ask for client names, files or financial data.
- Let AI send anything on its own.
- Recommend a tool we haven't checked.
The limits
Your plan is an estimate built from your answers, not an audit of your books. Results depend on how your team adopts each fix. Where you answered "Not sure," your plan lists the starting value we used so you can change it.
See a full sample report.
A complete UpFirm report for a fictional firm, Northfield Bookkeeping Co.: the numbers, the ranked fixes, the 90-day plan and the step-by-step guides. Download it as a PDF.