Private AI document checks for accountants and bookkeepers

The problem: Every month, accountants and bookkeepers read receipts and invoices, code each one, and check the figures at month end. It is the same review, over and over, and a tired eye can miss a slip. Our starting assumption is that a checking tool could catch some of those slips. We have not tested that with real firms yet.

Why it has to stay private#

Client records hold financial details, and clients expect you to keep them confidential. That is why many firms are cautious about pasting client files into an online chatbot. Check your own professional body's rules before you use any AI tool on client data, including one that runs locally.

We are planning a tool that runs on your own computer only. It is designed to listen on your own machine, to send no usage data, and to make no cloud calls. It is not built for this industry yet.

What the tool checks#

We have not written the checklist yet, and we will not invent one here. The checklist will come from real reviews of real documents, and we will publish it after that work is done.

What we can show today is how laptops perform on two related jobs:

• Invoice extraction: pulling the vendor, dates, totals and line items out of invoices.
• Sales data questions: answering questions about a table of numbers.

These tests use fictional documents. They show how a laptop handles the work, not how well a finished tool would work for your firm.

Join the waitlist#

Accountants and bookkeepers are on the waitlist. We are not offering by-hand reviews for this industry yet. We are starting with one industry at a time.

Join the waitlist through our newsletter page and choose accountants and bookkeepers. We will tell you when we are ready to start with this industry.

If you want a private AI set up on your laptop now, see our setup service. Contact us for a quote.