New

Intelligent Automation for Modern Businesses

EnDepth Data brings automation to your fingertips streamlining workflows

Get in touch

Get in touch

Current Project

Current Project

Our Services

Tailored Solutions That Take Your Business to the Next Level

We design, develop, and implement automation tools that help you work smarter, not harder. Evaluate our journey to Papertrail. Click the blue to learn more!

All Tasks

Empowering Franchisees

  • Account Tracking

    Net profit margin, inventory and more

  • Payroll Monitoring

    Manage All Earnings & Expenses

  • Document Scanning

    Automated Data Processing

  • Contract Calculator

    Calculate Contract Offers Real Time

  • Financial Insights

    Elevate Your Business Acumen

All Tasks

Empowering Franchisees

  • Account Tracking

    Net profit margin, inventory and more

  • Payroll Monitoring

    Manage All Earnings & Expenses

  • Document Scanning

    Automated Data Processing

  • Contract Calculator

    Calculate Contract Offers Real Time

  • Financial Insights

    Elevate Your Business Acumen

All Tasks

Empowering Franchisees

  • Account Tracking

    Net profit margin, inventory and more

  • Payroll Monitoring

    Manage All Earnings & Expenses

  • Document Scanning

    Automated Data Processing

  • Contract Calculator

    Calculate Contract Offers Real Time

  • Financial Insights

    Elevate Your Business Acumen

Penniewise 2019-2024

The Franchisee Friend

Our founder Charles owned a franchise janitorial business and in 2019 sought out to help those in his industry. We help you streamline internal operations by automating manual workflows like data entry, allowiing users to upload their monthly reports and see real time data on an account by account basis.

Internal Task Bots

Document Scanning

Contract Estimator

Reaccessing Accounting 2025

Discovery with over 100 CPAs

When we initially set out to solve a problem in the accounting industry we believed the problem to have something to do with document collection. After doing discovery with over 100 CPAs from firms of all sizes, we found that more than 90% of them had a pain point dealing with client communications. CPAs attest to 30-50% of their time going to chasing clients for data and documents. Papertrail was born from this specific friction in current CPA workflows.

Founder Lead Discovery

Lost Time

Client Communications

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Analyze

Generate Image

research

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Analyze

Generate Image

research

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Analyze

Generate Image

E-mail Sending..

LinkedIn

IT services

Founders

Draft

Schedule

Sent

E-mail Sending..

LinkedIn

IT services

Founders

Draft

Schedule

Sent

E-mail Sending..

LinkedIn

IT services

Founders

Draft

Schedule

Sent

Papertrail MVP 2025

The Solution

Papertrail is the AI-powered workflow solution built to solve the critical CPA pain point of dedicating 30–50% of time to chasing client documents. We transform communication into a secure, automated process, offering zero-configuration setup and bank-level encryption. The platform eliminates manual chasing with Smart Auto Follow-ups and cuts review time through AI Document Processing, which automatically organizes and renames files. Papertrail delivers real-time tracking and secure upload portals, ensuring CPAs can focus entirely on high-value advisory work.

Agentic Workflows

Smart Request

Click Here For More!

Our Process

Our Simple, Smart, and Scalable Process

We design, develop, and implement automation tools that help you work smarter, not harder

Step 1

Smart Analyzing

We assess your needs and identify AI solutions to streamline workflows and improve efficiency.

Analyzing current workflow..

System check

Process check

Speed check

Manual work

Repetative task

Analyzing current workflow..

System check

Process check

Speed check

Manual work

Repetative task

Step 2

AI Development

Our team builds intelligent automation systems tailored to your business processes.

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

Step 3

Seamless Integration

We smoothly integrate AI solutions into your existing infrastructure with minimal disruption.

Our solution

Your stack

Our solution

Your stack

Step 4

Continuous Optimization

We refine performance, analyze insights, and enhance automation for long-term growth.

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Security & AI

Our Stance on Security & Responsible AI

Security: Our First Principle

We treat the security of your data as our non-negotiable top priority. Trust is the foundation of our work in the sensitive accounting and finance industries, and we integrate rigorous security controls into every stage of product development.

Security: Our First Principle

We treat the security of your data as our non-negotiable top priority. Trust is the foundation of our work in the sensitive accounting and finance industries, and we integrate rigorous security controls into every stage of product development.

Security: Our First Principle

We treat the security of your data as our non-negotiable top priority. Trust is the foundation of our work in the sensitive accounting and finance industries, and we integrate rigorous security controls into every stage of product development.

Bank-Grade Data Protection

All client data, whether in transit or at rest, is secured with AES-256 encryption—the industry standard for bank-grade protection. This ensures that all sensitive files, documents, and client communications remain protected from unauthorized access.

Bank-Grade Data Protection

All client data, whether in transit or at rest, is secured with AES-256 encryption—the industry standard for bank-grade protection. This ensures that all sensitive files, documents, and client communications remain protected from unauthorized access.

Bank-Grade Data Protection

All client data, whether in transit or at rest, is secured with AES-256 encryption—the industry standard for bank-grade protection. This ensures that all sensitive files, documents, and client communications remain protected from unauthorized access.

Zero-Trust Architecture

We operate on a Zero-Trust security model. Access is never assumed; strict verification is required for every user and device attempting to interact with our systems. This proactive model defends your information regardless of its location.

Zero-Trust Architecture

We operate on a Zero-Trust security model. Access is never assumed; strict verification is required for every user and device attempting to interact with our systems. This proactive model defends your information regardless of its location.

Zero-Trust Architecture

We operate on a Zero-Trust security model. Access is never assumed; strict verification is required for every user and device attempting to interact with our systems. This proactive model defends your information regardless of its location.

Human-in-the-Loop Control

The human expert remains the final arbiter. Our Agentic AI functions as a back-end assistant, enhancing workflow and efficiency, but the business owner always maintains control and oversight of all critical, final decisions derived from the data.

Human-in-the-Loop Control

The human expert remains the final arbiter. Our Agentic AI functions as a back-end assistant, enhancing workflow and efficiency, but the business owner always maintains control and oversight of all critical, final decisions derived from the data.

Human-in-the-Loop Control

The human expert remains the final arbiter. Our Agentic AI functions as a back-end assistant, enhancing workflow and efficiency, but the business owner always maintains control and oversight of all critical, final decisions derived from the data.

Agentic AI: Passive & Defined

Our AI approach is measured and responsible. We specifically utilize Agentic AI—a highly secure, passive form of intelligence that operates in the background. It is integrated only to automate repetitive tasks like document parsing and categorization, never to make critical business decisions.

Agentic AI: Passive & Defined

Our AI approach is measured and responsible. We specifically utilize Agentic AI—a highly secure, passive form of intelligence that operates in the background. It is integrated only to automate repetitive tasks like document parsing and categorization, never to make critical business decisions.

Agentic AI: Passive & Defined

Our AI approach is measured and responsible. We specifically utilize Agentic AI—a highly secure, passive form of intelligence that operates in the background. It is integrated only to automate repetitive tasks like document parsing and categorization, never to make critical business decisions.

Transparency & Compliance

We are committed to minimizing the "Black Box" effect. We clearly define the scope of our AI to foster trust. Furthermore, our systems undergo routine security audits and penetration testing to ensure continuous compliance and proactive vulnerability mitigation.

Transparency & Compliance

We are committed to minimizing the "Black Box" effect. We clearly define the scope of our AI to foster trust. Furthermore, our systems undergo routine security audits and penetration testing to ensure continuous compliance and proactive vulnerability mitigation.

Transparency & Compliance

We are committed to minimizing the "Black Box" effect. We clearly define the scope of our AI to foster trust. Furthermore, our systems undergo routine security audits and penetration testing to ensure continuous compliance and proactive vulnerability mitigation.

Founder Spotlight

Meet Our Founders

Experience-Driven, Market-Validated.

DRAG TO EXPLORE

DRAG TO EXPLORE

Charles Hubbard - Founder & CEO

Charles Hubbard founded EnDepth Data in 2019, driven by a passion to solve industry-specific workflow pain points. He leads the company's product strategy, leveraging years of firsthand experience to ensure products achieve high-impact product-market fit.

Charles Hubbard - Founder & CEO

Charles Hubbard founded EnDepth Data in 2019, driven by a passion to solve industry-specific workflow pain points. He leads the company's product strategy, leveraging years of firsthand experience to ensure products achieve high-impact product-market fit.

Camryn Hubbard - Chief Strategy Officer

As the Chief Strategy Officer for EnDepth Data, I drive the company's strategic direction, growth, and market alignment across our product portfolio. I serve as the critical nexus connecting innovative development with real-world market demands.

Camryn Hubbard - Chief Strategy Officer

As the Chief Strategy Officer for EnDepth Data, I drive the company's strategic direction, growth, and market alignment across our product portfolio. I serve as the critical nexus connecting innovative development with real-world market demands.

"AI integration helped ScaleByte close 3x more deals in less time"

Crystal co-founded EnDepth Data to embed human-centered design into accounting automation. She drives our customer experience strategy, ensuring intuitive design creates "ah-ha moments" for both accountants and their clients.

"AI integration helped ScaleByte close 3x more deals in less time"

Crystal co-founded EnDepth Data to embed human-centered design into accounting automation. She drives our customer experience strategy, ensuring intuitive design creates "ah-ha moments" for both accountants and their clients.

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your AI automation questions.

As the parent company, what is EnDepth Data’s core philosophy on data ownership across its products?

How does EnDepth Data’s history of strategic pivots inform its current product development process?

Given that development is specialized, how does EnDepth Data ensure product quality and alignment?

Does EnDepth Data utilize Agentic AI, and if so, how does the user maintain control?

Why did EnDepth Data pivot from the Penniewise product to Papertrail?

As the parent company, what is EnDepth Data’s core philosophy on data ownership across its products?

How does EnDepth Data’s history of strategic pivots inform its current product development process?

Given that development is specialized, how does EnDepth Data ensure product quality and alignment?

Does EnDepth Data utilize Agentic AI, and if so, how does the user maintain control?

Why did EnDepth Data pivot from the Penniewise product to Papertrail?

Take a Look at Our Current Project Papertrail!

Agentic Workflow Solution for Accountants & Beyond

Papertrail

Papertrail

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Styled by Camryn Hubbard

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Powered by Framer

Styled by Camryn Hubbard

© All right reserved