Bookkeeping from bank statements
Extract, categorize, and summarize transactions without manual entry.
Conecta AI Workflow Lab for Tax Pros
Build AI workflows that make you money or save you time.
Weekly live working sessions for tax professionals. You build real business processes, not generic prompts or AI hype.
Without touching a keyboard.
- Use your voice. Get real work done.
- Across Text, Email, WhatsApp, and Voice.
- Practical workflows. Real results.
Built for tax pros by the founder of Conecta.
Bert has been using AI heavily since ChatGPT launched. He built Conecta for tax offices and shows how to apply AI to real business work, not theory.
Workflows you'll build
Real business work. Real results.
Every week we build practical workflows you can use right away.
Incorporations
Prepare formation documents, checklists, and client follow-ups.
Revenue from current clients
Identify opportunities and create offers that convert.
Employee management
Onboarding, reminders, documents, and compliance workflows.
Appointment follow-up
Confirm, remind, and follow up so fewer appointments slip.
Text, Email, WhatsApp, Voice
Communicate and take action across every channel—by voice.
What happens each week
3 simple steps.
Watch & Learn
Watch the short training and see the workflow we're building step by step.
Build It Live
Join the live working session. Use your voice to build the workflow with guidance.
Use It in Your Business
Put your new workflow to work right away and save time or make more money.
Founding member pricing
Simple pricing. Big value.
$27 /month
Billed monthly
- Weekly live working sessions
- Step-by-step training
- Real workflows you can use now
- Voice-first. No keyboard required
$197 /year
Billed annually
- Weekly live working sessions
- Step-by-step training
- Real workflows you can use now
- Voice-first. No keyboard required
You need your own paid ChatGPT account. Conecta is not required.
FAQ
Common questions.
Do I need a ChatGPT account?
Yes. You need your own paid ChatGPT account. Conecta is not required.
What if I have questions during the week?
Bring your questions to the live working session. That's where we build the workflow together.
Is this beginner friendly?
Yes. Each week starts with short training, then we build the workflow live step by step.
Can I cancel anytime?
Yes. Cancel your subscription anytime from your Stripe billing portal.
What if I can't attend live?
The live working session is the core of each week. If you miss one, contact us and we'll help you catch up on what you missed.
Is Conecta required to join?
No. Conecta is not required. You need your own paid ChatGPT account.
Build workflows that make you money or save you time.
Join the weekly live working sessions and put real AI workflows to work in your tax office.