Governed Practice AI for CA & Accounting Firms

Private Claude AI Systems for Accounting Firms.
Zero Data Leaks. 100% Partner Governance.

Your article assistants and juniors are already pasting confidential client financial statements into public ChatGPT. We replace chaotic shadow AI with a private, company-trained Claude operating layer governed by 30-year CA practice standards.

✓ 100% Free Audit ✓ Zero Sales Pitch ✓ Direct with Senior Systems & CA Practitioners
🛡️ 100% Private (Zero Data Retention)
👨‍💼 Co-Architected with Senior CA Partner
📄 Citation-Backed Working Papers
Practice Automation

High-impact workflows we install for accounting firms

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1. Tax Memo & Case Law Triage

Juniors draft first-pass tax advisory notes and appellate citations in minutes. The AI cross-references your internal firm precedent files before generating the response.

  • Direct clause & citation cross-referencing
  • Enforced standardized firm tone & layout
  • Clear disclaimer & verification flags
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2. Working Paper & Audit Review Assistant

Automate tedious financial statement consistency checks, ledger anomaly highlighting, and audit note summaries with structured draft outputs.

  • Automated variance & mismatch detection
  • Standardized trial balance intake summary
  • Senior partner "Approve or Edit" workflow
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3. Client Data Quarantine Guardrails

A simple 1-page governance framework enforced by the platform. Client PANs, bank accounts, and sensitive financials are masked before model interaction.

  • Model data retention explicitly turned off
  • Zero external leakage of client records
  • Partner-only approval for final communications

See where AI can safely save your practice 15+ hours a week

Book a free 20-minute practice analysis call with CA. Mahesh Khandelwal and our engineering team. We'll map your firm's workflows with zero sales pressure.

Book Free Practice AI Analysis