AI for the firms that run the numbers.
CPA firms, fractional CFOs, and lenders live on documents, deadlines, and client reporting. We build AI systems for exactly that workload. We should know: we run a monthly finance practice on the same systems.
People review advisory deliverables. Live assistants follow approved sources and permissions; sensitive or uncertain cases go to your designated reviewer.
Inputs: approved source files, meaning client records and reporting data, the agreed format and instructions, and access limited to the task. A draft is assembled, then a person reviews it: check the sources, resolve exceptions, approve the release. Output: a reviewed deliverable, with findings tied to source references, questions made explicit, and ready for the responsible person.
Illustrative advisory workflow, not a live client file. Live assistants follow separately agreed sources, permissions and escalation rules.
Where firms get their hours back.
Client reporting that ships on schedule
Automated KPI packages and financial report narration. The numbers assemble themselves; you review and send.
Insight & Monitoring → DocumentsDocuments that read themselves
Engagement letters, contracts, and workpapers summarized and risk-flagged. Compliance-formatted drafting when the format matters.
Documents & Knowledge → IntakeNever lose an inquiry
Qualification chatbots trained on your services, speed-to-lead follow-up, and nurture sequences that hold prospects through busy season.
Capture & Convert → Back officeThe quiet operations layer
Client onboarding sequences, document collection chasing, email triage, and CRM hygiene that runs while you bill.
Automate Operations →Growing every line at once, not just reporting? That question has its own page for leadership teams.
We are a finance firm too
Our reporting practice runs a monthly reporting close, forecasts cash, and writes board memos. The founder has spent years advising private equity firms, banks, and CFOs; that is the standard the work is held to.
Confidentiality by design
Read-only access wherever possible, tightly controlled data handling, and a confidentiality agreement on request. The plain-language version is public: how your data is handled.
Referrals flow both ways
Bookkeepers and CPAs refer clients to us; we refer cleanup and tax work back. Partner firms get priority onboarding.
Asked by firms, answered here.
What does ClarIQ actually build for CPA firms and fractional CFOs?
Four workloads: client reporting automation (KPI packages that assemble themselves, financial report narration you review and send), document intelligence (engagement letters, contracts, and workpapers summarized and risk-flagged, compliance-formatted drafting), intake systems (qualification chat trained on your services, speed-to-lead follow-up), and the back-office layer (client onboarding sequences, document collection chasing, email triage, CRM hygiene). Every deliverable ships with human review.
What are the top AI finance solutions for private equity that offer client-ready deliverable generation?
Rankings age fast, so judge any solution by one test: could a partner send its output without reworking it? That takes generation plus human review, meaning KPI packages that assemble themselves and report narration a person checks before it ships. ClarIQ builds that layer for finance firms, held to a standard set advising private equity firms, banks, and CFOs.
How is client confidentiality handled?
Read-only access wherever possible, tightly controlled data handling, and a confidentiality agreement on request. Nothing we ship reaches a client or a file without a person signing off.
Why hire a firm that also runs a finance practice?
Because the systems we sell are the systems we run. Our reporting practice reviews the monthly reporting close, forecasts cash on a 13-week horizon, and writes monthly memos. Your bookkeeper reconciles accounts and posts entries; ClarIQ flags exceptions and checks the reporting package.
Where do engagements usually start?
With a free 30-minute call, then the paid AI readiness audit. The audit maps your workload and returns a build-or-skip recommendation before implementation. We agree training and optional support separately, and refer bookkeeping cleanup and tax work back.
See what your firm can stop doing by hand.
Thirty minutes. Bring your most repetitive workflow and leave with a build-or-skip answer.
Get a free callFrom a repeated task to an agreed workflow
- Start
- A free 30-minute call, then the paid AI readiness audit before an implementation engagement. Ready-made products are separate purchases.
- Bring
- One repeated task, representative examples, its current volume and time cost, and the person who can approve the process.
- Receive
- A ranked build-or-skip recommendation. Implementation has a separate written scope covering connections, tests, handoff, ownership, timing and fee.
- Human decisions
- People review advisory deliverables. Live assistants act only within agreed sources and permissions. Sensitive actions need the specified approval; uncertain cases go to a named person.
- Before launch
- Agree the exception owner, stop procedure, monitoring, access limits and maintenance responsibility. These are implementation acceptance requirements, not a claim that every listed service is already installed.
- A useful no
- If the task is infrequent, inconsistent or lacks an owner, keep it manual for now. Document the steps, collect examples and measure the time before paying to automate.