CPA-led, AI-assisted bookkeeping & CFO services

AI drafts your books.
A real CFO approves them.
You sleep better.

An autonomous agent drafts every transaction in your accounting system in real time, with screenshots and reasoning logged for every action. A Canadian CPA reviews and approves before anything is posted. Audit-grade. Reversible. Honest about what AI can and can't do.

How it works

Three steps. No surprises.

You stay in control of every posting. The agent drafts; the CPA reviews; the platform records.

1

Connect your stack

Connect your accounting system, banking, payments, and payroll once via secure OAuth. No CSVs to email. No screenshots to upload. We isolate every credential per client and never share data across firms.

2

AI drafts in real time

The agent works through your transactions live. You can watch it categorize, match, and reconcile in a transparent panel — every click, every reasoning step, every confidence score visible. Two-week shadow mode means it watches before it touches.

3

Review & approve

A weekly review queue surfaces every posting awaiting your approval, with screenshots and the methodology rule applied. Bulk-approve high-confidence items in seconds; drill into edge cases with one click. A CPA closes your books on a fixed cadence.

Why Lyra

Not just cheaper. Different.

The AI-CFO model is faster than DIY, more thorough than a contractor, and a fraction of the cost of a full-time hire.

vs DIY in your accounting system

Your time costs more than you think

You spend 8–15 hours/month wrestling with categorization and reconciliation
No CPA-grade methodology — you guess at GAAP
No audit trail beyond what the platform captures by default
Books fall behind during product crunches
Lyra Advisory

AI-drafted, CPA-approved, audit-grade

Books drafted in real time, not weekly batches
Every action logged with screenshot and reasoning
Lyra-owned methodology improves with every override
Reversible by design; no posting without approval
vs full-time controller

Six-figure salary plus benefits, plus you still need a CPA

Total loaded cost is much higher than a fractional CFO
You absorb hiring, training, and turnover risk
One person can't be deep in the books and strategic at the same time
You still need an external CPA for tax and audit
Live transparency

Watch the AI work.

Every Lyra client gets a portal where they can see the agent's work in real time — every transaction it drafted, the methodology rule it applied, and the confidence score behind it. No black boxes. No mystery.

Every action has a screenshot. Every decision has reasoning. Every posting needs your approval before it goes live. If it surprises you on review, you click reject and we update the methodology.

See it on a fit call
— review queue / live —
Payout deposit · $4,892.0096%
Subscription revenue98%
Hosting · categorize99%
Vendor inv #4831 · review81%
Bank match: payroll JE97%
Refund · $112.45 · ask62%
Recurring rent · post99%
7 drafted · 5 auto · 2 awaiting approvallive
Built for trust

Reversible by design. Audit-grade by default.

The AI agent never posts without operator approval. Every action is captured, signed, and reversible.

SOC 2 in progress

Type I audit underway. Type II completion target Q3 2026.

PIPEDA compliant

Canadian-resident data, encrypted at rest and in transit.

Every action reversible

One-click undo for any agent action within the standard reversal window.

No auto-payments

The agent drafts payments and bills but never executes. You hit send. Always.

Book a fit call

30 minutes. No deck. Honest scope.

Tell us a bit about your business. We'll reply within one business day.

This is a fit if you are:
  • A Canadian SMB, or US/EU SMB on a modern accounting platform
  • A growing business between early traction and mid-market scale
  • Comfortable with AI doing the drafting and a CPA approving
  • Looking for advisory more than just compliance bookkeeping