Client email triage
Incoming client email is sorted by type (document request, deadline question, status update) with a draft reply ready for your review. You keep the judgment, we remove the blank page.
Who We Serve: Accountants & CPAs
Your numbers. Your office. Your AI.
Private AI that triages client email, builds financial reports, and forecasts cash flow, running on a server in your own office. Sensitive client financials never leave the building.
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The Problem
Your team's billable hours are stuck in manual work.
Studies show knowledge workers lose roughly a quarter of every week to email alone, and report-building, data entry, and forecasting eat even more. Yet financial data is too sensitive to hand to public cloud AI. The result: firms wait, and fall behind competitors who don't. We give you the automation without giving up the data.
~28%
of the week lost to inbox management
That's billable capacity walking out the door, every single week.
Report-building, data entry, and forecasting consume what's left. We eliminate the manual layer so your team focuses on the work clients actually pay for.
A Quick Test
For any task in your firm, ask three questions.
Is it repetitive?
Is it data-driven?
Does it involve prediction?
If a task hits even one, AI can help. If it hits all three, AI should already be handling it.
Your private accounting assistant.
Automated financial reports
Turn raw client data into formatted reports with charts and period-over-period comparisons in minutes, not half a day.
Live client dashboards
Walk into every client meeting with a live dashboard you can update in real time, the kind of experience that justifies premium rates.
Cash-flow forecasting
Rolling 90-day projections that keep updating on their own as new numbers come in.
Anomaly & fraud detection
A quiet background check on transactions that flags anything unusual before it becomes a problem.
Tax & reference assistant
Ask your firm's own knowledge base in plain language and get answers in seconds instead of digging through PDFs.
Before
- Manual data entry from client files
- Half a day to build one report
- Inbox triage before any real work
- Selling hours on prep work
After
- Reports generated automatically from client data
- Live dashboard ready before you walk in the room
- Email sorted and drafted before the day starts
- Selling strategy conversations at advisory rates
The Shift
Stop selling hours. Start selling insight.
When the manual prep is handled, your team spends its time on decisions instead of data entry, pulling up a client's projected cash position and the three things most likely to move it. That's a strategy conversation, and that's what earns advisory rates.
Client financials stay on hardware you own, never uploaded to a third party.
No data sent to public AI services. Your books stay your books.
A human stays in the loop. AI drafts, your team decides and sends.
Built for a busy season: a tireless assistant that works through tax season with you.
In Action
Put a year of numbers to work in minutes.
Draft replies to today's client emails.
AI
4 client emails triaged:
• Keller Group: document request → draft reply asking for Q3 bank statements attached
• Penn Realty: deadline question → draft confirms Oct 15 extension filed
• Mayfair Dental: status update → draft with current return status
• Broad St LLC: new message → flagged for your review (billing question)
Ask your financials…
Your firm's AI on your firm's server.
We install and configure everything on hardware in your office, shaped around your reports, your clients, and the way your firm already works. We size it to your client load and support it long-term.
Hardware in your office
Shaped to your reports
Sized to your client load
Long-term support
Serve more clients, same headcount, better margins.
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Get in touch
Book a call.
Pick a time that works for you. You'll talk with a Philadelphia engineer about private, on-premise AI for your firm. No chatbot queues, no offshore ticket system.