ForAccounting, Law & Healthcare Firms
MetaWurks links the tools your firm already uses, then AI agents pull, match and draft the admin for your review. Client data stays private and is never sold.
Works with the tools your firm already runs on
Gmail
Google Calendar
Outlook
Microsoft Teams
Slack
QuickBooks
Xero
Stripe
Double
Google Drive
OneDrive
Fireflies
LinkedIn
Facebook
Figma
Custom MCP
15+ ready-made integrations · Any MCP-enabled tool added in 24–48 hours · No passwords stored
Your ledger, inbox, drive and payer portal don't talk to each other. So it's 11pm and you're still hunting for one receipt.
Busy season means chasing receipts across three inboxes, while finding qualified staff ranks as most CPA firms' #1 issue.
Source: AICPA PCPS Top Issues Survey, 2024The average lawyer bills just 2.9 hours of an 8-hour day, and about 1.5 hours goes to admin.
Source: Clio Legal Trends Report, year to confirmPractices handle 39 prior auths per physician each week. That's about 13 hours of physician and staff time.
Source: AMA Prior Authorization Physician Survey, 2024Illustration: six disconnected apps with unread badges merge into one MetaWurks workspace.
Keep every tool you already pay for. MetaWurks sits on top, with no new system to learn and no IT team needed.
Link QuickBooks, Gmail, Outlook, Xero and more through each app's own sign-in. MetaWurks never stores or shares your passwords.
Question your files, ledger and inbox the way you'd ask a colleague. Every answer shows the document it came from.
Agents pull, match and draft, then flag gaps as "Needs review." Email drafts wait for your OK before sending.
QuickBooks, Xero, Stripe, Gmail, Outlook, Slack, Teams and Drive, finally in one place. Nothing to migrate, no new ledger to learn.
Credentials secured via OAuth · Tokens encrypted · Revoked on disconnect
Law firms, accounting practices and medical offices each run on their own systems. MetaWurks sits on top of all of them, so one workspace can prep a matter, a return and a prior auth.
MetaWurks WorkspaceAgents read across every connected system, with a source on every answer.† Industry tools connect through MCP: if your platform offers an MCP connection, we add it within 24–48 hours. Which tools connect for your firm is confirmed on a 1:1 call. Product names belong to their owners; no partnership is implied.
Depositions, patient intake forms, payer policies, bank statements and 1099s arrive from Drive, OneDrive and the inbox. Agents read every page, match it to the right system and hand back structured prep, with a source on every line.
This morning, across the firm: Alvarez · exhibit list Cited; Patient ••4471 · prior auth Packet ready; Harbor & Pine · 1099s 14 / 14 matched; Gaps across all three 3 · Needs review; Client and payer drafts Waiting for OK.
Stop digging through folders for one figure. Ask in plain English, and every answer shows exactly where it came from.
Sample data · fictional client, matter and patient
Pick your practice and watch an agent run, step by step, right up to the point where it hands the work back to you.
Busy season shouldn't mean late nights chasing receipts and re-keying bank statements.
QuickBooksXeroGmailGoogle DriveGathers the numbers, chases the gaps and drafts the organizer and workpapers, then waits for your review.
QuickBooksconnectedXeroconnectedGmailconnectedSample run · fictional data
Your best hours shouldn't go to re-reading a whole matter file to find one date.
Google DriveOneDriveOutlookFirefliesTurns a matter folder into a cited summary report you can check line by line.
DriveconnectedOutlookconnectedPrivate projectSample run · fictional data
Your front desk shouldn't lose the afternoon re-keying intake forms into payer paperwork.
OutlookOneDriveTeamsReads intake and chart notes with identifiers masked, then assembles a prior-auth packet for clinician sign-off.
OneDriveconnectedSample run · fictional data · nothing goes to the payer until you say so
Month-end lives in spreadsheets, bank feeds and a dozen "quick question" emails, and the close pack is still due Monday.
XeroQuickBooksStripeDoubleSlackWorks through your close checklist, ties out the numbers and drafts the variance notes for your sign-off.
XeroconnectedStripeconnectedDoubleconnectedSample run · fictional data
Start with built-in agents and team skills, or describe a new one in plain English. No code, no IT ticket.
Pulls the books, matches 1099s to deposits, flags missing receipts and drafts the organizer and workpapers for your review.
Asks: Which client? · Which tax year? · QuickBooks or Xero?
QuickBooksconnectedXeroconnectedGmailconnectedDrivenot connectedWorks your close checklist, reconciles payouts, flags exceptions and tells you exactly what's left.
Asks: Which entity? · Which period? · Which ledger?
XeroconnectedQuickBooksconnectedStripenot connectedReads intake and chart notes with identifiers masked, checks the payer's criteria and assembles the packet for clinician sign-off.
Asks: Which patient? · Which payer? · Which procedure?
OneDriveconnectedOutlookconnectedToday's meetings, priority emails and deadlines in one short note, ready before your first coffee.
Asks: Which inbox? · What time?
CalendarconnectedGmailconnectedSlacknot connectedDrafts the email, waits for your approval, then sends it through Gmail. Your name, your call.
Asks: Who's it to? · What's it about? · What tone?
GmailconnectedStep by stepTurns a tax deadline, rule change or firm update into a LinkedIn post, ready for you to edit.
Asks: What's the news? · Who's it for? · How long?
LinkedInconnectedBrief it like a new hire, in plain English. MetaWurks turns it into an agent you can rerun anytime.
While your team is with clients and patients, agents work across every practice area: reading, matching, drafting and flagging. Anything uncertain waits for a person.
Use GPT, Claude, Gemini, Grok and DeepSeek from one workspace.† Leave it on Auto and each task goes to the model that suits it. For the sensitive work, switch to Private mode and our own model answers, on our own servers.
† The current provider list and each provider's data terms are pending confirmation before launch. Routing examples are illustrative.
Summarize a 300-page deposition with cites
One click switches any conversation to Private mode. MetaWurks then answers with our own model, running on our own servers. What you type and attach is never sent to an outside AI provider.
Flip to Private mode from the top bar, like an incognito window. Flip back when you want the outside models again.
Answers come from the MetaWurks Private LLM, hosted by us. No outside AI provider sees the prompt or the files.
Privileged matters, client tax files and engagement letters can stay with the one vendor you already vetted.
A short tour of the dashboard above: connect your tools, ask your own documents, then watch agents run tax prep, a cited legal report and a prior authorization. Jump to any step below the video.
Built for people bound by confidentiality: CPAs, attorneys and medical practices. Here's exactly what we do, in plain English.
You sign in on each app's own screen. MetaWurks never stores or shares your passwords, and tokens are stored encrypted.
Sensitive data is encrypted, traffic runs over HTTPS, and the platform is hosted on Google Cloud.
Keep a project like "Tax File Return" private and locked, apart from the rest of your workspace.
Agents write the email. You read it, tweak it and approve it, and only then does it go out via Gmail.
Patient identifiers are masked at intake, so the agent can work the file without exposing who it's about.
Disconnect a tool and its token is revoked. Delete your account and your data goes with it. We never sell it.
† Pending confirmation before launch: which project types can be locked and who can open them; approve-before-send beyond email drafts; patient-identifier masking at intake and the HIPAA/BAA position; data deletion when an account closes; model-provider training terms; and the cited third-party statistics.
Your first month is free, with 1M AI tokens and every feature. After that, pick a plan by how much work you hand off.
Try it on real client work before you pay anything.
$0 for 1 month
Solo practitioners and small firms handing off prep every week.
$39 / month
Busy firms with heavy seasons and big document sets.
$99 / month
Larger firms that need custom limits and a direct line.
Custom priority support
Prices in USD, billed monthly after your free month. Using a platform we don't list? If it has an MCP connection, we add it within 24–48 hours.
† Pending confirmation before launch: paid-plan AI token and storage allowances, priority support and onboarding details, and the "no IT team needed" promise.
Straight answers to what careful firms ask first. Anything else, bring it to a 1:1 call.
We never sell your data. Whether a model provider can learn from your data depends on its terms. We're confirming those terms in writing for every provider behind Auto and will walk you through them on your call.
No. Email drafts wait for your approval before anything goes out through Gmail. You can edit, approve or delete each one. Anything flagged "Needs review" waits for you too.
It can. That's why every answer cites the file it came from and agents flag what needs review. Check the source in seconds, and treat the output as prep for your professional judgment.
Talk to us before uploading patient records. We don't claim HIPAA compliance today, and we'll state our BAA position plainly on a 1:1 call. Don't process PHI until that's settled in writing.
Your professional duties stay yours, and your firm sets its own client-consent policy. MetaWurks gives you controls that help: private connections, locked projects, cited answers and email drafts you approve. Check with your ethics or compliance adviser.
No. MetaWurks works on top of the tools you already use. Connecting one is a sign-in, not a project, and no IT team is needed. You can disconnect any tool anytime.
General chatbots are built for everyone. MetaWurks is built for firms like yours. It connects to your firm's tools, answers from your own documents with sources, and runs agents built for tax prep, month-end close and collections, all in one private workspace.
Disconnect any tool and its access token is revoked. Delete your account and its associated data is deleted too. Your data is never sold, before or after you leave.
Your firm, your setup
Bring your tool list and your worst admin chore. We'll show you what connects and what runs, live, on your own workflow.
First month free · No IT team needed · Works with your current tools · Disconnect any tool, anytime