Accounting & Financial Firms The answer from your own books, without the books leaving the firm.
Built for a profession that holds other people's financial data — and carries the responsibility for where it flows.
Questions about the books
Answers from the client's own material, with the source.
Ask in plain words; the answer arrives with the document it came from.
A figure with no document behind it isn't said — it says there isn't one.
A contradiction surfaces with both sides shown, never picked silently.
Closing season
Shortens the hunt through the files.
What's missing from a closing file and what has arrived — laid out before anyone sits down.
Anything needing professional judgement is flagged, not decided.
All of it stays inside the firm's own project.
Other people's data
AI that's allowed to meet client books.
The engine runs in a cloud project the firm owns. We hold no copy.
Entitlements are enforced before retrieval — a file you aren't cleared for doesn't exist for that question.
Every action is written to a log that sits with you.
“What is this holding worth exactly, today?”
If it isn't in the ingested material, it says so, and lists what was checked. Knowing what's missing beats a number that merely sounds right.
The data doesn't leave
The engine and the documents live in one project, owned by the firm. We hold no copy.
It doesn't invent
A figure with no document behind it doesn't get written. That's the structure, not a policy.
The professional judgement stays yours
The tool prepares, cites and flags. The opinion and the signature belong to the accountant.