Private AI for accounting practices.

Give the business an assistant that can finish routine work

Recognise requests, read supplied invoices and find the relevant answer or available appointment.

Inputs: Consented calls, authorised schedules, invoices and the business's service information.

From observation to completed task

Book permitted slots, open tasks and prepare invoice reviews in approved applications.

Build a private reference for recurring engagement administration

The supporting records include approved checklists, practice manuals and client correspondence templates.

Keep clients separated and professional conclusions reviewed.

The systems involved

Telephone, calendar and accounting connectors with clear authority and a human handoff.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Owners approve spending and sensitive advice; measure missed calls, booking mistakes and time saved.