Built for Masotti.

dagquote.io — the client-facing intake agent. A client describes their situation, our AI scores complexity and surfaces red flags, and a structured intake lands in your team's hands before you've taken a single meeting.

ceoclaw.ai/dagquote — your team's workspace. Wallet scanning across 18+ chains, CoinTracking reconciliation, on-chain gap detection, report generation. And at the center: the Staff AI Accountant.

Not a chatbot. A senior colleague that briefs us on every new submission, walks us through on-chain verification, drafts engagement letters, answers KB questions on any protocol or tax treatment, and flags anything that needs senior judgment.

The golden rule: assume the client is incomplete. They always forget wallets. They don't know what they don't know. Finding what's missing before scope is confirmed — that's the standard of care.

You bring the clients, the expertise, and the workflow knowledge. CEOClaw identifies what to automate, builds it, and deploys it directly to your firm's rails.

As new workflows are targeted — K1s, entity returns, compliance checklists, staff onboarding — we build, test, and ship. Every engagement makes the knowledge base smarter. Every hard problem your team encounters becomes institutional knowledge your whole firm benefits from.