Built for leading
accounting firms
AI agents that prepare, reconcile, and review.
For tax, accounting, advisory, and audit teams.
Built for financial services
AI that works alongside your team, across every engagement.
Tax
1040 preparation, K-1 analysis, and source-linked workpapers.
Accounting
Journal entries, account reconciliations, and month-end close.
Advisory
Client research, financial analysis, and reporting.
Audit
Evidence review, substantive testing, and audit documentation.
Your data, secured
SOC 2, encryption, and CCPA for sensitive financial information.
SOC 2
Security controls reviewed through a SOC 2 examination.
Encryption
Encryption for sensitive client and financial information.
CCPA
Privacy practices aligned with the California Consumer Privacy Act.