Turn client files into answers, reconciliations, and advisory-ready insight
AI-in-a-Box helps accounting firms extract data, compare records, prepare working papers, and draft reports faster — without sending client documents into public AI tools.
How AI-in-a-Box helps your firm
Reduce the time your team spends on preparation and review, so they can focus on client outcomes and advisory.
Reduce prep time
The system can pull figures, dates, entities, and supporting details from statements, invoices, reports, and spreadsheets — so your team starts analysis sooner.
Speed up review cycles
It can highlight anomalies, compare periods, surface mismatches, and create reviewer-ready summaries that accelerate sign-off.
Free capacity for advisory work
Instead of spending hours preparing basic material, your team gets to the analysis and client conversation sooner. Advisory demand is growing — compliance prep should not eat the week.
Standardise output across staff
Working paper notes, variance commentary, client summaries, and report drafts become more consistent regardless of who prepares them.
What your team can do
Concrete workflows your staff can run on day one — from extraction to advisory prep.
Extract key figures from statements, invoices, contracts, and PDFs
Compare financial periods and identify inconsistencies
Draft variance explanations and management commentary
Summarise client folders before review meetings
Prepare working paper notes and review checklists
Assemble audit-prep packs and support schedules
Answer questions across client files, policies, and prior reports
Use voice queries for quick internal workflow support
Bank Statement — March 2025
Source: NAB Business Statement [p.1–3]
Flagged Items
Duplicate payment of $2,450 to "Fresh Produce Co" on 12 Mar and 14 Mar
Unreconciled deposit of $8,500 on 22 Mar — no matching invoice found
Sources: Bank Statement [txn 42, 47], Sales Ledger Q3
Works across service lines
From compliance to advisory, AI-in-a-Box supports the full range of accounting firm services.
Business Services
Client file summarisation, reporting notes, variance explanations, period comparisons
Tax
Supporting document extraction, review summaries, client-ready explanations, lodgement prep
Audit
Working paper support, anomaly surfacing, evidence pack preparation, compliance checks
Advisory & CFO Services
Board pack drafts, KPI commentary, scenario discussion prep, management reporting
Sample outputs
Real-world examples of what AI-in-a-Box produces for accounting teams.
Revenue Commentary
Total revenue for March 2025 was $189,400, representing a 7.2% increase on the prior corresponding period ($176,600 in March 2024). The increase was primarily driven by a 15% uplift in consulting revenue ($82,000 vs $71,300), partially offset by a 3.1% decline in recurring subscription revenue ($107,400 vs $105,300) following the loss of two mid-tier clients in February.
Sources: P&L March 2025 [rows 4–12], P&L March 2024 [rows 4–12], Client Register
Expense Commentary
Total operating expenses increased 11.4% to $152,800. Key driver was employee costs (+$9,200) due to a new senior analyst hired in February. Marketing spend was $4,300 above budget due to a one-off conference sponsorship. All other line items were within 5% of budget.
Sources: P&L March 2025 [rows 18–34], Budget FY2025 [row 18–34], Payroll Summary
Bank reconciliation — all accounts
CompleteMatched to statements. $1,200 timing difference noted on trust account.
Revenue cut-off testing
Review needed3 invoices dated 30 Jun with delivery in Jul identified. Potential $18,400 adjustment.
Fixed asset register reconciliation
CompleteRegister agrees to GL. Depreciation recalculated and agrees within $340.
Payroll obligations — leave provisions
Review neededAnnual leave provision appears understated by ~$6,200 based on current rates.
Related party disclosures
FlaggedDirector loan account increased $45,000 during year. Div 7A implications to assess.
GST reconciliation
CompleteBAS lodgements reconcile to GL. $890 rounding variance — immaterial.
Sources: GL Trial Balance, Bank Statements, Payroll Reports, BAS Lodgements, Asset Register
Private AI for client-sensitive financial work
Better governance than staff pasting client data into generic public tools. AI-in-a-Box balances automation with human oversight.
Works inside your environment
Reviewable, auditable outputs
Supports professionals, not replaces judgment
Better than public AI for client data
See how AI-in-a-Box fits a real accounting workflow
Book a demo tailored to your service lines. We'll walk through data extraction, variance analysis, and working paper preparation using the kinds of files your team handles.