You send a finished CSV. Your client gets a clean, branded briefing back.
Built for bookkeepers, fractional CFOs, and accounting firms. You forward a reconciled CSV, and we turn it into a client-ready briefing under your firm's name, with the math checked every time. You review it before your client ever sees it.
Your data is deleted after each briefing runs. Never stored, never sold, never used to train AI.
How it works
No new software, no portals, no learning curve. You email a file and review what comes back.
Forward a CSV
Email a reconciled transaction CSV to your assistant. That’s the whole input.
We do the work
The numbers are validated for accuracy outside the AI, then turned into a clear, owner-friendly briefing.
Review and send
Get back a finished, firm-branded briefing in minutes. Review it, send it. You’re always the final authority.
Why it holds up
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
If client briefings currently come out of your evenings, this was built for you.
Bookkeeping firms and solo bookkeepers
Turn finished books into briefings clients read, without giving up your evenings.
Fractional and 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.
See a sample briefing
This is a real, firm-branded briefing built on synthetic data, so you can judge the output for yourself. No pricing pitch, no commitment.
View a sample briefingFrequently asked questions
Honest answers to the questions that matter most.
Get set up with your firm's briefings.
Tell us where to reach you and we'll get the paperwork in place first, so everything is secure and official on both sides. Then you send a real CSV, we run it and check the output with you, and once it is right you are fully live. From there, you email your CSV and get the finished briefing back, reviewed by you before it reaches your client.