01
Reviews before the day starts
Nova reads client records, document state, stale feeds, open tasks, and follow-through pressure so the Morning Brief is a prepared handoff, not a blank dashboard.
Operating Companion for CPA Firms
One practitioner. The work of a larger prep team. With Nova beside them.
Novatrai is the Operating Companion for firms carrying too many deadlines, client files, and follow-through loops in human memory. Nova works like a Digital Senior: reviewing the operating record, writing the Morning Brief, and showing the team what matters next.
5×
The leverage promise: one practitioner carrying work that used to need a larger prep team.
82%
Less time spent per client on routine work
100+
Clients supportable in a 35-hour week at the illustrated mix
The problem
Every solo practitioner hits the same wall.
You can add clients, staff, and software, but the real bottleneck is still the partner's head. Somewhere, one person is holding the engagement status, the missing documents, the unsigned letters, the overloaded staff member, and the next client call all at once.
8 hrs
Per client per month
25
Max clients before burnout
$30K/mo
Monthly ceiling before burnout
The real problem is not one task. It's managing a whole practice in fragments.
A good system should tell the firm what matters now, what is at risk, and where capacity is about to break before the day gets away from the team.
The Operating Companion
The 5x promise is not one automation. It is the whole loop.
Data lands, Nova prepares the read, the practitioner reviews, and follow-through stays attached to the same client record. That is how the same team carries more work without turning professional control into a casualty.
Stage 01 · Connect
QuickBooks, Xero, and the Novatrai operating record all feed the same client context. Bank statements, engagement docs, and source files land on the right file without manual sorting.
No data entry. No duplicated uploads.
Auto-advancing · hover to pause01 / 04
Nova, the Digital Senior
The firm gets prepared context before the first hour starts.
A dashboard shows activity. A Digital Senior reads the work and writes the handoff. Nova helps the firm see what changed overnight, what to trust, what is blocked, and what should happen next across the client book.
That is the practical reason for Novatrai: less reconstruction before every decision, less chasing before every file, and a calmer way for a smaller team to carry a larger book.
Morning handoff
Start with the client book already ranked.
Brief excerpt
Ready
7 files can move to review
Blocked
3 clients need missing evidence
Risk
One reviewer is overloaded today
02
Ranks by operating consequence
The firm sees what matters now: which client is blocked, which file is ready, which reviewer is overloaded, and which next move protects the day.
03
Drafts without taking authority
Follow-ups, summaries, classifications, and brief paragraphs can be drafted from source context, but the practitioner reviews and decides.
04
Keeps trust visible
Freshness, missing inputs, and partial confidence stay visible so the team knows when the read is clean and when human judgment needs more context.
Result
The practitioner starts with ranked judgment, not a list of tabs to inspect.
Client experience
Different client depth. One practitioner view.
Most clients need the portal. Some want the deeper entrepreneur workspace. Either way, the firm sees a single record.
A clean place to respond.
For clients who just need to upload, sign, and reply when asked. Magic-link entry, zero passwords, no extra surface area.
Client portal
Morrison Construction Ltd
- Waiting
Upload March bank statements
- Ready to sign
Review engagement letter
- Published
View monthly report
- New
Reply to year-end question
Economics
The economics should hold up before the pitch does.
Illustrative numbers at the blended service mix. Bars are proportional per row so the delta reads at a glance.
Headline multiplier
5.8×
More clients in the same week, at a higher effective rate, with the same practitioner.
Metric
Traditional
With Novatrai
Time per client · per month
8 hrs
1.4 hrs
↓Clients in a 35-hour week
17
100+
↑Effective hourly rate
$150/hr
$304/hr
↑Weekly hours for 25 clients
50 h/wk
9 h/wk
↓Pricing model
Seat-based + add-ons
Per-client · first 10 free
↑Scaling scenarios
Drag the book size. Watch the economics move.
Live platform cost, per-client rate, and weekly capacity, using the same 1.4 h/client/month assumption. First 10 clients free.
Book size
25clients
510 · Starter cap50 · Practice cap200+
Monthly platform cost
$475
Per client
$19/mo
Annual spend
$5,700
Hours / week
8.1of 35h
Ready to scale?
Start with the first 10 clients. Grow from a stronger base.
$0
to start
10
clients included free
$15
firm-tier rate / client