Industry Solutions

Technology for Financial Services

Pre-built systems designed for CPAs, bookkeepers, financial advisors, and business consultants. AI-powered financial analysis that reads your documents and produces the kind of intelligence that takes a Big 4 firm weeks to deliver — with your client data always secure.

Everything listed here is a starting point, not a ceiling. These are pre-built systems with proven workflows. Use them out of the box, customize them to your specifications, or tell us what you need and we'll build it from scratch. We meet you wherever you are.

✓ Live — See Example

📊 Financial Health Assessment Platform

Upload balance sheets, tax returns, bank statements, aging reports, debt schedules — the AI reads everything, cross-references between documents, identifies discrepancies, and produces comprehensive financial intelligence. Cash flow analysis, tax compliance review, revenue risk modeling, debt covenant assessment, and prioritized corrective action plans. The same analysis a consulting firm charges $15,000 to deliver.

✓ Document cross-referencing — automatically catches discrepancies between P&L, balance sheet, tax returns, and bank statements
✓ Cash flow crisis detection with survival timeline projections
✓ Revenue concentration and client dependency risk analysis
✓ Tax compliance review — 1099 gaps, worker classification, deduction support
✓ Debt covenant analysis with financial ratio calculations
✓ Comprehensive risk matrix with probability, impact, and mitigation scoring
✓ Executive summary + detailed 50-page assessment report generation
✓ Runs locally — client financial data never leaves your network

See the Live Financial Example →

Coming Soon

👥 Financial Client Management Portal

A complete client management system for accounting and advisory practices. Track engagements, deadlines, document collection, deliverables, and billing. AI-assisted throughout — the system monitors filing deadlines, tracks missing documents, and keeps every engagement organized without the overhead of enterprise practice management software.

✓ Client onboarding with document collection checklists
✓ Engagement tracking with customizable service types
✓ Filing deadline monitoring (federal, state, quarterly estimates)
✓ Secure document portal for client uploads
✓ AI-powered document classification and organization
✓ Time tracking and invoice generation
✓ Integration with the research platform for financial analysis
✓ Multi-client dashboard with engagement status at a glance

Ready to see what this looks like for your practice?

We'll walk you through the platform with your document types and workflows. No sales pitch — just a working demo with real output.

Get in Touch