A: We design and build automated operational systems for advisory and CAS firms. Our solutions streamline your workflows, automate routine processes, and enable your team to focus on high-value advisory work.

A: Most firms react to growth by adding more tools or people, creating complexity and inefficiency. TrueAlignAI’s systems approach automates and integrates your entire operational flow, reducing manual effort and making your current team far more effective—without adding headcount.

A: The Aura Engine is our proprietary framework for diagnosing operational bottlenecks, designing adaptive workflows, and implementing automated solutions tailored to your firm’s unique needs. It ensures a seamless transition from your current state to scalable, future-proof operations.

A: We serve established U.S.-based advisory and client accounting service (CAS) firms that want to move beyond traditional models and leverage automation for scale, compliance, and strategic agility.

Q: How do we get started?

A: Begin by applying for a confidential strategy assessment. We’ll review your firm’s needs, identify opportunities for automation, and provide a personalized video briefing outlining the path forward.

We do not offer standardized pricing because we do not deliver a standardized product. Every engagement is a bespoke transformation architected for a firm's unique operational DNA. Our process is designed for clarity and value, beginning with a fixed-fee engagement.

Our engagement always begins with a fixed-fee AI Discovery Audit. This is a comprehensive, 2-week deep-dive that results in your firm's custom Transformation Blueprint—a detailed architectural plan and a precise, fixed-price proposal for the full implementation.

The first step is to see if our methodology is a fit. You can begin that process by applying for a complimentary strategy assessment.