AI Assistant
Your AI-powered accounting assistant that understands your practice, learns your preferences, and helps you work smarter every day.
Create dashboards and spreadsheets with natural language
Chat with Assistant
Generated Chart
Easily reference multiple financial documents
Use @ mentions to instantly reference specific documents and get precise answers about financial data.
Document Reference Chat
Research client situations for advice and strategy
Describe complex client situations and get strategic, actionable advice backed by financial expertise.
Strategic Advisory Chat