Surmont helps CPA firms put AI to work. We know accounting. We write the code. Not a platform. Not a demo. Just hands-on work that fits how your firm actually runs.
Your firm has seen the demos. You've heard the pitches. The gap isn't knowing; it's doing. The people selling AI don't get accounting. And your team doesn't have time to sort out the tech.
Partners and managers lose 10–15 hours a week sorting docs, building workpapers, and drafting memos. AI can do this work in minutes.
Technology consultants who've never seen a trial balance. They build something generic. Your team works around it.
A good senior costs $120K+ and takes months to get up to speed. Busy season burns out the same people every year. The problem is the system, not the people.
You know AI could help. You don't know where to begin, what's real versus hype, or who to trust with your clients' data.
These aren't mockups. Each demo shows a working system processing real accounting tasks from start to finish.
Raw bank statements to classified general ledger and QuickBooks export. 847 transactions in under 60 seconds.
Drop documents in, ask questions in plain English, get answers with source citations. No more digging through folders.
Raw financials in, branded client-ready reports out. Revenue analysis, expense breakdown, anomaly detection.
Each product is a one-time build. You own the system. No subscriptions, no per-seat fees.
Raw bank statements to classified general ledger, P&L, and QuickBooks export. 847 transactions in under 60 seconds. 99% accuracy after tuning.
Drop client documents in, ask questions in plain English, get answers with source citations. No more digging through folders.
Raw financials in, branded client-ready reports out. Revenue analysis, expense breakdown, anomaly detection, executive narrative.
Every product we build ships a clear result. Here's what firms are getting back.
Bank statements, receipts, and source documents go in raw. AI classifies transactions, maps them to your chart of accounts, and outputs a clean general ledger — 847 transactions in under 60 seconds. Staff stop keying data and start reviewing it.
Ask questions across client documents in plain English and get answers with source citations — no more digging through folders. Feed raw financials in, get branded client-ready reports out with revenue analysis, expense breakdowns, and executive narrative.
When collection, classification, and reporting run themselves, your team gets hours back every week. That's time redirected to advisory, complex engagements, and the clients that drive the most revenue for your firm.
You guard your clients' data. So do we. Every project starts with a clear data agreement, not stock terms, but rules built for your firm.
We use your data only while the project is live. Once we deliver, nothing stays on our end.
Your data is never used to train AI models. Our API contracts ban it, in writing, by name.
We touch only the systems and data needed for your project. No extra access. No leftover logins.
Every project comes with a data agreement written for your firm's rules and your clients' needs.
Surmont is led by Delos Elder, CPA, CFA, with a rare combination of deep financial rigor and real software experience. Delos has worked as an equity research analyst at major multinational firms and as a software engineer building large-scale financial platforms and startup products. This isn't someone learning your industry on your dime. It's someone who understands how capital, data, and systems actually work together.
PwC trained. Audit, financial reporting, accounting systems. Understands how firms work from the inside.
8 years as VP-level sell-side analyst at Jefferies. Financial modeling, fundamental analysis, public markets.
6+ years building fintech: investment management platforms, financial data infrastructure, AI systems.
No drawn-out sales process. You'll know within a week whether and how we can help.
30 minutes. You tell us what's slow. We'll be honest about whether AI can help, and what to expect.
You get a short proposal: what we'll build, how long it takes, and what it costs. No vague scope. No open-ended retainer.
Hands-on build with regular check-ins. You'll see working output early, not a reveal at the end.
No slides. No pitch. Tell us what's slow or what breaks during busy season. We'll be straight with you about whether we can help, and how.
Want to get in touch now? Call! Or pick a time that works, send an email — we'll have a clear answer on scope and fit within a week.