Private AI for accounting and advisory firms
Search client files, summarize audit binders, draft advisory notes, and reuse firm knowledge without sending confidential financial documents outside your boundary.
CPA firms, advisory practices, outsourced finance teams, and audit support groups.
Designed for client confidentiality, scoped workspaces, source citations, and reviewer approval for any client-facing output.
Assistance stays accountable.
Designed for client confidentiality, scoped workspaces, source citations, and reviewer approval for any client-facing output.
The reviewer owns the decision
Sotaire supports research, analysis, drafting, and triage. Authorized professionals remain accountable for the final work.
Answers depend on approved sources
Citations make the source trail visible; missing, stale, or inaccessible material still requires human judgment.
Tools stay within configured scope
Repositories, integrations, and actions are enabled for the deployment rather than assumed to be universally available.
High-value work, kept inside the boundary.
These workflows are tuned for cpa firms, advisory practices, outsourced finance teams, and audit support groups.
Query workpapers, schedules, support documents, and prior-year notes with citations.
Prepare first-pass memos or client explanations grounded in approved firm templates.
Condense statements, invoices, policies, and correspondence into review-ready notes.
Help teams find the right checklist, methodology, or engagement precedent.
From controlled knowledge to reviewed output.
The deployment rhythm stays consistent: scope the data, retrieve with evidence, and route consequential work through the accountable people.
Create client-specific knowledge boundaries for files, users, roles, and output review.
Generate summaries and research notes that link back to the source material.
Route drafts and findings through a review process before client delivery.
Built around the systems your team already trusts.
Sotaire connects approved repositories, templates, exports, and policy sources while preserving the local network boundary.
One customer environment per deployment.
Answers come from approved local sources.
Only explicit external paths are allowed.
Prompts, sources, and approvals stay auditable.
Questions before scoping.
A few practical answers for teams deciding whether private AI belongs inside their workflow.
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View solutionScope a private AI deployment for accounting.
Tell us about your data, workflow, access model, and review requirements. We will map the right local deployment.
Bring the workflow, the sensitive sources, and the review rules. We'll map the deployment boundary and next step.