AI for finance teams that need answers without leaking the numbers.
Natural-language analytics and document review over your financials — running inside your perimeter, with every query logged.
Pilot workflows we can stand up
- SQL-by-LLM analytics over your own warehouse or database
- Statement, invoice, and tax-document review with audit logs
- Plain-language reporting for partners and clients
What we hear from teams like yours
Reporting and reconciliations eat days every close.
Client financial data can't go anywhere near a public API.
Answering 'what does this number mean' requires a SQL person every time.
See it live: Ask Your Books
A working proof of concept: ask plain-English (or Vietnamese) questions about a sample books database and watch a local model write the SQL, run it read-only, and explain the answer — without a single byte leaving the machine.
Built for your compliance reality
- Client financial data stays inside your perimeter
- Auditable query logs for every analytics request
- Role-based access tied to your existing controls
Common questions
Can a CPA or advisory firm use AI on client financial data?
On your own hardware, yes — client financials never leave the building, which keeps you inside the confidentiality obligations in your engagement letters and professional standards. The risk to manage is staff pasting client data into public tools, which is why we pair every deployment with a written acceptable-use policy.
What does it do for a firm during tax season?
The common wins are answering questions across prior-year returns and client documents, extracting figures from statements and K-1s for review, and drafting client correspondence. It reduces lookup time; it does not sign returns or replace professional judgment.
Can it query our accounting database directly?
Yes — natural-language analytics runs inside your network perimeter and returns the answer, the chart, and the SQL it ran. Every query is logged, so you can audit exactly what was asked and what was returned.
How accurate is it on numbers?
Retrieval and SQL are exact — the figures come from your records, not from the model's memory. The model translates the question and explains the result. That separation is the whole design, and it is why we show the generated SQL rather than hiding it.
What if we decide to stop using it?
You keep the hardware, the documents, and the data. There is no vendor lock-in because there is no vendor holding your files — everything runs on machines you own.
Capabilities we deploy
Every industry solution is built from the same private building blocks — explore what each one does.
Ready to see it on your workflow?
Book a 30-minute discovery call. We'll scope a pilot for your team — no data leaves your network.