Your numbers are done. The hard part isn't.
Reconciliation is finished, but turning a P&L into something a client actually understands still eats your evening.
Invisible infrastructure for modern firms
Your firm's AI Office Assistant.
Forward a reconciled CSV. Get a polished, client-ready briefing back in minutes — branded as your firm, in your voice.
Built for bookkeepers, fractional CFOs, and CAS-focused accounting firms. Starting with monthly client briefings — and growing into the routine work your firm would rather not do by hand.
- Forward a CSV
- Briefing in minutes
- You approve every output
Your data is deleted after each briefing runs — never stored, never sold, never used to train AI.
The friction
The numbers are the easy part.
Reconciliation ends. The client-facing work doesn't — and that's where your hours go.
Clients want more, in less time.
They expect proactive insight, not just statements — and doing that by hand doesn’t scale.
Hiring is slow and expensive.
Another set of hands costs months and thousands. This work is repeatable; it shouldn't require a new hire.
How it works
Three steps. The only thing you send is a CSV.
No new software, no portals, no learning curve. You email a file and review what comes back.
1
Forward a CSV
Email a reconciled transaction CSV to your assistant. That's the whole input.
2
We do the work
The numbers are validated for accuracy outside the AI, then turned into a clear, owner-friendly briefing.
3
Review & send
Get back a finished, firm-branded briefing in minutes. Review it, send it. You're always the final authority.
The artifact
See exactly what your client receives.
This is the output: a polished, plain-language briefing carrying your firm's name and voice. The layout is real — the numbers below are synthetic.
Want one built for a scenario like yours?
Why it holds up
Built for the standards your work is already held to.
Accuracy, oversight, and trust are designed in — not bolted on after the fact.
Math integrity is structural
Totals are computed deterministically, outside the AI. The numbers are right before the AI writes a word.
Human-in-the-loop
Nothing reaches your client without your review. The assistant drafts; you approve.
Branded as your firm
Every briefing carries your firm's name, colors, and voice. The assistant is invisible infrastructure.
Built compliance-first
Clear data handling, a formal data agreement at onboarding, and your professional review on every output.
Who it's for
Made for the firms doing advisory work by hand.
If client briefings currently come out of your evenings, this was built for you.
Bookkeeping firms & solo bookkeepers
Turn finished books into briefings clients read — without giving up your evenings.
Fractional & virtual CFOs
Deliver consistent monthly insight across every client at a fraction of the manual effort.
CAS-focused CPA firms
Scale advisory output without scaling headcount, under your firm’s name.
Coming soon
Contractors & Trades
Plain-language financial summaries tailored to project-based businesses.
Coming soon
More industries
Additional verticals as the assistant learns new routine work.
Where it's going
The briefing is just the beginning.
The brand is The AI Office Assistant because more routine work is coming. Everything below is tagged coming soon.
Client follow-up sequences
Coming soonAutomatic, firm-branded follow-ups after each briefing goes out.
Missing-document nudges
Coming soon“You haven’t sent this month’s CSV” — gentle reminders that keep your cycle on track.
Client onboarding sequences
Coming soonA guided, branded intake flow for every new client you bring on.
Quarterly check-in summaries
Coming soonRolled-up quarterly narratives built from your monthly briefings.
FAQ
Frequently asked questions
Honest answers to the questions that matter most.
Yes. A formal data agreement is signed at onboarding, your data is never used to train AI models, and the file you send is automatically deleted right after your briefing is produced.
See the artifact before anything else.
No pricing pitch, no commitment — just a real, firm-branded briefing built on synthetic data, so you can judge the output for yourself.