Elevating CPA Firms with AI-Driven Accounting Intelligence
Equip your firm with next-generation tools to automate routine accounting, sharpen financial insights, and deliver strategic advisory at scale.
Intelligent document analysis
Irregularity checks
Audit intelligence
AI Business Insights
Client Management
Compliance Monitoring
Intelligent document analysis
Irregularity checks
Reconciliation & Anomaly Detection(Irregularity checks)
Strengthen your controls effortlessly:
Auto-match transactions across books and bank statements, identifying duplicates, outliers, and fraud patterns
Continuous monitoring flags discrepancies in real time—preempting surprises ahead of audits.
Audit intelligence
Audit Analytics & Continuous Assurance(Audit intelligence)
Modernize audit workflows:
AI analyzes full datasets (not just samples) to highlight unusual balances and trends
Generate dashboards and sample selections intelligently—cutting audit cycle time by ~25 %
Understaffed teams can now deliver higher assurance quality with fewer resources.
AI Business Insights
AI-Powered Forecasting & Advisory(AI Business Insights)
Adopt strategic approach:
Generate cash-flow forecasts, scenario analyses, tax projections, and KPI trends in minutes
Move from compliance to advisory—offering real-time insights and proactive planning that clients value.
Client Management
Streamlined Client Experience(Client Management)
Enhance firm operations:
Automate onboarding, KYC, recurring data capture, and document management with chatbots, metadata tagging, and intelligent routing.
Reduce administrative overhead by 30–50%, redirecting capacity toward advisory roles
Compliance Monitoring
Fraud Monitoring & Compliance Oversight(Compliance Monitoring)
Strengthen trust and control:
Real-time transactional anomaly detection—comparing against historical patterns and regulatory red flags
Bolster reputational shields and meet compliance demands with ease.
WHY FINUIT
AI-powered growth for CPA firms
Efficiency boost
automate up to 50% of mundane tasks—data entry, reconciliations, reporting
Service expansion
shift from traditional compliance to proactive CFO-level advisory
Accuracy & assurance
enhanced precision in reporting—up to 68% improved client satisfaction
Scalable growth
process more clients without proportional staffing increases
Modern client experience
24/7 engagement via chatbots, real-time reports, and secure document portals
MODULES
Modules for CPA Firms
Module
Impact
Instant analysis from PDFs and scans
Invoice & Receipt Analyzer
Automated data capture with 90%+ accuracy
Reconciliation & Anomaly Detection
Flag suspicious transactions real time
Forecasting & Advisory Engine
Cash flow, tax, and scenario modeling
Client Workflow Automation
Onboarding, KYC, attachments
Deep Forensics & Fraud Alerts
Web intelligence and compliance signals
Proven Results in the industry
75
%
faster bookkeeping and invoice processing
90
%
fewer errors, freeing
30
%
increase in staff time for advisory
25
%
shorter Audit cycles
Transform Your CPA Practice Today
Finuit Helps CPA firms to streamline workflows, reduce errors and unlock advisory potential- empowering teams to work faster, smarter and create greater impact.