Accounting and Finance Firms
Private AI for accounting firms that answer to clients
Your staff is already tempted to paste client financials into public chatbots to save an hour. A private GPT gives them something better: an assistant that reads your engagement files, workpapers, and firm policies, inside an environment you control, with client data that never trains anyone's model.
Client financials in public tools
One pasted P&L in a personal chatbot account is a confidentiality breach you cannot take back. Bans do not stop it. A sanctioned private assistant does.
Every answer lives in a file somewhere
Engagement letters, prior year workpapers, tax positions, firm policies. Your team burns hours hunting for answers the firm already wrote down.
Busy season does not scale
The bottleneck is senior review time. AI that drafts client emails, summarizes documents, and explains variances gives your seniors leverage without adding headcount.
What your team does with it on day one
- Summarize a client's general ledger and flag unusual variances in plain English
- Draft client request lists and follow up emails from engagement context
- Answer staff questions from firm policies and prior year workpapers with sources
- Explain complex tax positions in client friendly language for review
- Turn meeting notes into documented action items per engagement
- Analyze spreadsheets on upload without the data leaving your environment
Same platform, same two week deployment. See how deployment works or review pricing.
Questions accounting teams ask
Is a private GPT compliant with accountant confidentiality obligations?
It is built for them. Client data stays in a dedicated cloud environment, model calls carry zero data retention, access mirrors your firm's roles, and audit trails record usage. That maps directly onto the confidentiality answer you owe clients and your professional liability carrier.
Can it work with Excel and our document management system?
Yes. Spreadsheets, PDFs, and Word documents are first class inputs, and we connect approved sources like SharePoint, network file shares, and common DMS platforms during deployment.
What does it cost for a firm our size?
A monthly platform fee starting at $500 plus a per seat rate around $20 to $25. For most firms that is less than one billable hour per month per staff member, against hours saved every week.
Also serving
See it running on accounting work
Book a 30 minute demo and bring a real document. We will show you the platform answering from it live, then map deployment to your firm.