Accounting & Financial Services
Private AI for client documents, correspondence and guidance.
Accountants and financial services firms work with large volumes of confidential client documents and detailed guidance. Private AI can help teams review, summarise and draft faster, with client information kept in an environment you control.
Use cases
Key AI use cases
Use cases that support professional work, with qualified staff reviewing every output.
Document review
Summarise and extract key figures and terms from statements, agreements and client records for review.Guidance and policy search
Ask questions across internal procedures, technical notes and the guidance your firm relies on.Client correspondence
Draft engagement letters, information requests and routine client emails from your own templates.Onboarding checks support
Help organise client onboarding documents and highlight missing items for your team to follow up.
Who it helps
Built around the people doing the work
Who it helps
- Accountants and tax advisers
- Bookkeeping and payroll teams
- Compliance and risk teams
- Partners and practice managers
Challenges we often hear
- Peak periods with large document volumes
- Confidential client data that cannot go to public AI tools
- Internal know-how spread across documents and inboxes
- Routine correspondence that takes qualified staff time
How it works
From client documents to a reviewed summary
An example of document review support, with a qualified reviewer at the end.
Your information
- Client documents and statements
- Engagement letters and templates
- Internal procedures and technical notes
- Onboarding records
Private AI environment
- Hosted in an environment you control
- Searches only what each user may access
- Shows the sources behind each answer
What your team gets
- Summaries and extracted figures for review
- Draft client correspondence
- Answers from internal guidance
Upload to the client file
Documents are added to the client's area in your private environment.
Request a summary
A team member asks for key figures, dates and terms.
Extract and summarise
The assistant prepares a summary with references to each source document.
Check against sources
The reviewer checks figures against the original documents.
Use in your process
The checked summary is used in your existing workflow and records.
Benefits
What it can mean for your organisation
The outcomes we design for. Results depend on your data, people and processes, and are agreed with you rather than assumed.
Faster document handling
Less time reading through long documents to find key details.
Client confidentiality
Client information stays in an environment you control.
Consistent correspondence
Drafts follow your firm's templates and wording.
Know-how shared
Internal guidance becomes easier for the whole team to use.
Capabilities
AI capabilities and recommended models
AI capabilities
- Summarising and extracting figures from documents
- Reading scanned statements and records
- Drafting correspondence from templates
- Question answering across internal guidance
- Comparing documents and highlighting differences
Recommended model types
General-purpose language model
Hosted in your environment for summarising and drafting.
Document reading (OCR)
Converts scanned statements and paper records into text for review.
Embedding model for document search
Finds the passages most relevant to a question across client files and guidance.
Specific models are chosen during design based on your data, languages, accuracy needs and infrastructure, and explained in plain language.
Integrations
Works alongside your existing systems
Typical systems we plan around. Integrations depend on the systems you use and the access they allow, and are confirmed during design.
- Practice management systems
- Document management and client portals
- Accounting and bookkeeping software
- Shared mailboxes
- Shared drives
- Office productivity tools
Security & compliance
Security, privacy and compliance
Security is considered throughout design, deployment and operation, and discussed openly.
In every environment
- Designed so your data is not shared with public AI services
- Access tied to your own users and permissions
- Hosting location agreed with you
- Configuration documented, so it is never a black box
Considerations for Accounting & Financial Services
- Client financial information kept out of public AI services
- Access separated by client and team where required
- Professional body expectations and anti-money laundering record-keeping reviewed during design
- Qualified staff remain responsible for every figure and conclusion
Compliance stays with you and your advisers
Case studies
Case studies in Accounting & Financial Services
No published case studies yet
We publish case studies only for completed projects that clients have approved for publication. There are none for Accounting & Financial Services yet. We are happy to talk through how a project could be scoped.
Discuss a projectRelated solutions
Explore private AI for your firm
Tell us about your busiest document workflows, and we will help you identify a practical place to begin.
