Accounting
Returns, books, and client financials stay in your office.
GLBA, IRS Pub. 4557Solutions
Private AI that serves the whole company, built for the firms that cannot let client data leave the building.
Who it's for
If a data breach would mean lost clients, regulatory exposure, or broken trust, the cloud is a liability you can remove.
Returns, books, and client financials stay in your office.
GLBA, IRS Pub. 4557Privileged matters and discovery never reach a third party.
Attorney-client privilegePatient records and notes stay inside your HIPAA boundary.
HIPAA, HITECHClient wealth, positions, and plans remain confidential.
SEC, FINRA, GLBAFor the whole company
This is not a tool for one team. The same private AI serves everyone, from engineers to the front desk.
Code generation, review, and documentation on a private model that never sees the public internet.
Copy, proposals, campaigns, and research drafted in-house, with no client data leaking out.
Policy drafting, ticket summaries, onboarding, and reporting across the back office.
Get a private AI assessment scoped to your firm. No obligation, and nothing you share leaves us.