Accounting Firms
Private AI for accounting firms and finance teams
Keep client financials and tax records inside your network while automating reporting, reconciliations and invoice work.
Common challenges
- Client financials and tax records can’t go into public AI tools
- Month-end reporting and variance commentary are written by hand
- Invoice entry and document handling take staff hours
What your local agent does
Reporting assistant
Flags unusual variances and drafts management commentary for review.
Invoice extraction
Reads invoices into structured data for your accounting workflow.
Engagement-file search
Answers questions from your own files, with per-user permissions.
Collections follow-ups
Prepares reminders for a person to approve and send.
Security built in
The agent runs on your own hardware with no internet connection, encrypted storage, per-user permissions and a full audit trail. A person approves anything that leaves the agent. How a local AI agent protects your data, or see our services.
Find the hours you’re losing each month
Book a free 30-minute consultation. We will show you what can be automated and what it would save.
Book Consultation