for CPA firms
Close week burns the team.Senior staff spend the first week of every month double-checking journal entries, chasing reconciliations, and tying out workpapers — every month, no exceptions.
Hire AI Specialistsfor your firm.
Specialists draft Close Review Packets, variance flags, and engagement-letter packs — citing QuickBooks, your Xero exports, and your workpapers. They ask for partner sign-off in Approvals before anything hits a client deliverable.
early-access pilot · 30-day money-back (if usage <25%) · SOC 2-aligned
Built with AI · taught by humans · trained on the world
meet a specialist
What it sounds liketo hire one.
Every Specialist introduces themselves the same way — what they do, where they pull from, and who signs off. Here's the Close Reviewer Specialist introducing itself to a mid-market CPA firm.
who this is for
Every firm.Solo CPA to top-100.
Same Specialists. Same pilot offer. Same SOC 2 posture. The price scales with the work — not the gate.
Who this is for
- CPA firms — solo, small, mid-market, or regional top-100
- Any GL — QuickBooks, Xero, NetSuite, Sage. Or none yet.
- Drowning in close week, variance research, or client deliverables
- Need audit-ready citations from day one
We work alongside
- QuickBooks, Xero, NetSuite, SageQuickBooks connects directly; the rest work from the exports you already run.
- Karbon, Jirav, BotkeeperKeep your practice management stack. Specialists handle the work around it.
- Your workpaper folders and shared drivesUpload the workpapers, or point a Specialist at your own S3 bucket. Either way it plugs into your workpaper process through Approvals.
- Firm procurementEnterprise tier ships with custom DPA + dedicated AWS tenant.
what a pilot looks like for a small firm
One pilot. 30-day money-back.Risk's on our side.
Less than the billable hours it hands back every close. The 30-day money-back means a solo CPA can try this without sweating quarterly profit or partner approval.
Solo CPA, ten-partner firm, or a regional top-100 — same pilot, same money-back, same SOC 2 posture. We scale to fit.
how it works
Five steps.From install to upgrade.
- step 01
Browse the Library
Pick a Specialist tuned for accounting. Each one has a name, a role, and the data sources they pull from.
- step 02
Teach them with Knowledge
Drop in your firm SOPs, workpapers, engagement letters, billing codes. Specialists cite from your knowledge in every reply.
- step 03
Put them on Integrations
Slack, a phone line, QuickBooks — connect once. Specialists work where your firm already works.
- step 04
Sign off in Approvals
When a Specialist needs sign-off — posting a journal entry, sending a client deliverable — they ask in Approvals first.
- step 05
Get sharper over time
We retrain Specialists continuously, and updates arrive on their own. Your house rules, tone, Knowledge and Integrations are never touched.
- shipped to your install →
the accounting library
Three Specialists.Drawn from the work you do every day.
We're shipping the highest-pain workflows first — Close Review is live, Tax Memo and AR/AP follow.
Close Reviewer Specialist
Drafts Close Review Packets. Pulls the trial balance from QuickBooks or your Xero export, flags variances against prior month and budget, cites the source line, asks the partner for sign-off in Approvals.
See it in the libraryTax Memo Drafter
Drafts tax memos and engagement letters from client facts. Cites IRC sections, Rev Procs, and the firm’s prior precedent. Partner signs off before anything reaches the client.
AR/AP Follow-Up Specialist
Drafts and tracks AR / AP follow-up emails to client contacts. Surfaces aging buckets, applies firm tone, and asks the controller to sign off before sending.
paired workflows · monthly close snapshot · weekly ar/ap brief
- QuickBooks
- Xero / NetSuite exports
- Workpapers
- Firm SOPs
- Uploads
- Slack
- Phone
- Web chat
- Gmail (send-only)
built for firm-grade controls
Client books stay in the AWS region by architecture.
Specialists run on AWS Bedrock with SOC 2-aligned controls (Type II audit planned). Every reconciliation, journal entry, and client email logged for your audit binder. No foundation-model training on your data.
AWS Bedrock
All inference runs on AWS Bedrock with per-workspace isolation. Client books stay in the AWS region by architecture. No foundation-model training on your data.
Scoped client data
Client files are partitioned by team and by Specialist, so a Specialist only ever retrieves what its scope allows. Social security and card numbers are blocked in both directions.
Tamper-evident audit
Every reconciliation, journal entry, and client email logged for SOC 2 audits and peer review.
SOC 2-aligned
SOC 2 Type II audit planned; report available under NDA once issued. AICPA-aligned controls. Evidence trail designed for PCAOB-scope review.
pricing
After the pilot.Firm tiers built for accounting.
Start with a pilot. After 30 days, convert into a Practice tier or walk away money-back — your call.
Solo
For solos getting their first Specialist working — hire as many as you like.
- Unlimited Specialists, teams & knowledge
- Slack, a phone line, web chat, Gmail sending
- Upload documents, crawl your site, HubSpot, your own S3
- Voice + images included (from your usage)
Starter
For small teams with more people, more documents and more to keep.
- Unlimited Specialists, teams & knowledge
- Every channel and Knowledge source Solo has — same set
- 25 people · 10,000 documents · 2.5× the included usage
- Read and export your audit log
Practice
For teams that need compliance controls and hands-on tuning.
- Everything in Starter, plus:
- HIPAA BAA · HIPAA posture scans
- Teach it how you work, and see what we noticed
- 2 phone lines · up to 100 background runs a day
Practice Plus
For multi-team workspaces that answer a security questionnaire.
- Everything in Practice, plus:
- SOC 2, GDPR and NIST posture scans
- 5 phone lines · up to 300 background runs a day
- AWS device control, behind a single-use approval
Enterprise
For groups that need dedicated AWS, custom DPA, and a named CSM.
custom — scoped with you
- Dedicated AWS tenant
- Custom DPA + audit binder export
- Custom Specialists authored with you
- Named CSM + quarterly reviews
start a pilot
Hire your first Specialistby close of next month.
Early-access pilot. 30-day money-back (if usage <25% of bundle). SOC 2-aligned. We get you live in 10 days — or you walk away, no charge.