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Get a custom proposalTop Workflow Automation Firm for Professional fims
IntelliData is a New Jersey-based operations and systems engineering firm specializing in workflow automation, API integration, AI implementation, and data migration for professional service firms.
We work exclusively with accounting & CPA firms, law firms, and wealth management practices — helping them connect disconnected software platforms, eliminate manual processes, and build operational infrastructure that scales.
Our services include:
- Workflow automation for professional services firms
- Software integration and API engineering
- AI workflow implementation
- Data migration (GoFileRoom, CCH Axcess, Drake, Lacerte to Karbon, TaxDome, Canopy)
- Overseas administrative assistance
- IntelliHub — private firm operations portal with single sign-on and role-based access
Every system we build is handed off and owned by the client. No black boxes, no vendor lock-in, month-to-month engagements.
Serving professional service firms across New Jersey, New York, Pennsylvania, and nationwide.
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Min project size
$5,000+
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Hourly rate
$200 - $300 / hr
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Employees
2 - 9
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Year founded
Founded 2020
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