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 guarantee on monthly plans (14 days, pro-rated, on annual prepay) if you have used less than 25% of your included usage credit · 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 a custom DPA and a single-tenant or BYOC deployment.
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 your knowledge when they answer from it.
- 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
When we ship a sharper version of a Library Specialist, 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
Your data is stored in the United States.
Primary storage is in AWS us-east-1, with encrypted backup copies in AWS us-west-2. Specialists run on AWS Bedrock with SOC 2-aligned controls (Type II audit planned). Keeping model calls in the United States is a workspace setting. Conversation turns, cited sources, and approval decisions are recorded in your audit log. No foundation-model training on your data.
AWS Bedrock
All inference runs on AWS Bedrock with per-workspace isolation. Your data is stored in the United States (AWS us-east-1, with encrypted backup copies in AWS us-west-2); keeping model calls in the United States is a workspace setting. 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
Conversation turns, cited sources, and approval decisions are recorded in your audit log.
SOC 2-aligned
SOC 2 Type II audit planned; report available under NDA once issued. AICPA-aligned controls.
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 and teams
- 10 people · 2,000 documents · 10 know-how
- Slack, a phone line, web chat, Gmail sending
- 1 call at a time · 600 transcription minutes a month
Starter
For small teams with more people, more documents and more to keep.
- Unlimited Specialists and teams
- Every channel and Knowledge source Solo has — same set
- 25 people · 10,000 documents · 25 know-how · more than 2.6× Solo’s included usage
- 1 call at a time · 1,800 transcription minutes a month
Practice
For teams that need compliance controls and the advanced tools.
- Everything in Starter, plus:
- 100 people · 50,000 documents · 100 know-how
- HIPAA BAA · posture scans for HIPAA, SOC 2, GDPR, NIST, ISO 27001 and CIS
- Advanced tools: browser, code interpreter, AWS account reads
Enterprise
For groups that need a single-tenant or BYOC deployment, a custom DPA and a named CSM.
custom — scoped with you
- Single-tenant or BYOC deployment
- 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 guarantee on monthly plans (14 days, pro-rated, on annual prepay) if you have used less than 25% of your included usage credit. SOC 2-aligned. We get you live in 10 days — or you walk away, no charge.