A private knowledge assistant for an accounting firm
60 people. Thousands of client contracts, engagement letters, internal procedures and tax notes, spread over shared drives and email.
The problem
Staff spend a large part of their day searching: "What did we agree with this client?", "Which procedure applies here?" Client files may never go to public AI tools, so nobody uses AI at all.
What we build
A private assistant that has read every document the firm allows it to. Staff ask in plain language and get an answer with links to the exact source page. Access follows existing permissions, so people only see what they're allowed to see.