CPA Firms · Efficiency Analysis Partnership

Your Clients Are Sitting on
Recoverable Money.

Promota gives CPA firms AI-powered efficiency analysis that finds real, documented savings in your clients' procurement, vendor, and financial records — without adding headcount or disrupting your practice.

$12M–$40Mavg. savings identified per engagement

Schedule a Partner Briefing See how it works

// By The Numbers

What we find in every engagement.

Aggregated results across Promota efficiency engagements. Every dollar is traceable to a record, a statute, and a join key.

$12M–

Annual savings identified

per client engagement on average

147K+

Transactions reviewed

per engagement at AI speed

45d

To first findings

from kickoff to documented savings map

2200+

Vendor relationships

cross-checked per engagement

// What We Analyze

Twelve categories of savings. All documented. All traceable.

We cross-reference your clients' data against statutes, public records, benchmarks, and cooperative contracts — surfacing savings that standard audits structurally miss.

Procurement waste & overcharges — Change-order discipline, competitive refresh, and rate benchmarking vs. RSMeans

Vendor compliance gaps — License, insurance, and registration alignment across active suppliers

Duplicate & ghost vendors — Entity cleanup — dissolved businesses, duplicates, and inactive accounts

Uncaptured fee recovery — Permit fees, amended orders, and scope-adding change orders

Tax exposure & remittance — Sales, use, occupancy, and tangible personal property tax gaps

Cooperative pricing shortfalls — Sourcewell, OMNIA, and GSA contract utilization opportunities

Payroll & contractor compliance — Workers' comp, DBPR, and licensing alignment for contractors

Grant & incentive readiness — Audit-ready documentation for federal and state funding programs

Threshold & PO policy violations — Pattern analysis revealing systematic process weaknesses

Rate & labor benchmarking — Labor, equipment, and materials vs. published industry standards

Revenue leakage — Hospitality, lodging, and service compliance gaps

FEMA & disaster readiness — Documentation and recordkeeping for reimbursement eligibility

// What CPA Firms Get

A complete AI efficiency practice. Ready to deploy.

AI-Powered Efficiency Analysis

We analyze your clients' procurement, vendor, and financial records at AI speed — surfacing recoverable savings that manual reviews miss.

Revenue Recovery Mapping

Every finding is tied to a statute, a record, and a traceable dollar amount. Delivered as a savings map your clients can act on immediately.

Compliance & Risk Assessment

Identify regulatory exposure before it becomes a liability — contractor licensing, tax remittance, vendor registration, and more.

Benchmark Analysis

Compare your clients' rates against RSMeans, cooperative contracts, and industry standards to quantify overpayment with precision.

Audit-Ready Documentation

Chain-of-evidence reporting with statute citations for every finding — ready for audit committees, boards, and regulatory bodies.

White-Label Partnership

Deliver Promota's AI analysis under your firm's brand. Expand your service offering without expanding your headcount.

// Why CPA Firms Partner With Promota

Make every audit go deeper.

AI scans 100% of transactions and vendor records — not a sample. You find things manual reviews structurally can't.

Expand your service revenue.

Add efficiency analysis as a billable service offering. Clients pay for findings; you deliver results backed by AI.

No new systems or software.

We work with read-only access to your clients' existing records. Zero disruption, zero IT project.

Findings in 45 days.

Documented savings map delivered within 45 days of kickoff — tied to records, statutes, and join keys.

Strengthens client relationships.

Bring savings opportunities to existing clients and deepen your role from compliance advisor to strategic partner.

// How It Works

Five phases. Findings in 45 days.

Scoping

We align with you and your client on engagement scope, access boundaries, and priority areas.

Data Intake

Read-only access to existing procurement, vendor, and financial records — no new systems required.

AI Analysis

Our platform cross-references 147K+ transactions against statutes, benchmarks, and public data.

Savings Map Delivery

Documented findings with statute citations, evidence trails, and prioritized recovery recommendations.

Recovery Support

Implementation guidance and process templates that keep delivering savings year after year.

// Schedule a Partner Briefing

See what's recoverable
for your clients.

In 30 minutes, we'll walk through the savings categories most relevant to your client base and show you sample output from a completed engagement — including the evidence trail and statute citations.