We have 2 offering for CPA firms.
Identify operational risk which had the potential to lead to losses.
Documentation management for CPAs which serve their client with tax and built in AI which will guilde with provisions and deductions. Its needs special training. We plan to go state by state based on demand.
This is a beta version. Any CPA or Accounting firm willing to participate will get a Free version upto 1 users for 1 month. Please contact for more details. We can provide the app to use on a different url. But please watch the YouTube to get a feel of it.
Watch a Demo
Real product available after Registration
Steps:
- Watch the demo if you like it.
- Block a time from the contact tab, providing as much detail as possible. We are not sure of the state, so we will provide the details later.
- To build the package we might need several rounds of meetings. So please allocate a person who would be well versed in what needs to be done.
- Test all the features
Pricing
Pricing depends on number of users.
Operational Data vs Double Entry Book Keeping
Identify business risk (Any industry)
1. Purpose: Recording vs Detecting
Double-entry bookkeeping (the foundation of accounting under AICPA):
- Records transactions
- Ensures accuracy (debit = credit)
- Produces P&L, Balance Sheet
👉 Focus:
“What has already happened?”
Operational data:
- Tracks day-to-day activities
- Captures behavior and movement
- Detects early changes (signals)
👉 Focus:
“What is starting to happen?”
2. Timing: After-the-fact vs Real-time / Early
Double-entry bookkeeping:
- Monthly close
- Period-end adjustments
- Historical reporting
👉 You see results after impact
Operational data:
- Daily / hourly updates
- Continuous tracking
- Trend monitoring
👉 You see issues while they are forming
3. Insight Type: Financial outcome vs Business drivers
Double-entry bookkeeping:
- Revenue
- Expenses
- Profit
👉 Tells you:
“Margins dropped”
Operational data:
- Sales patterns
- Inventory movement
- Lead time, freight cost, utilization
👉 Tells you:
“Why margins are about to drop”
👉 Business risks don’t start in financial reports — they build quietly in operations 30–90 days earlier.
- Our machine learning classifies the problem.
- Identifies the issues
- Mitigates Stratagy
- Finally, operations (a person) makes the call.
- By practicing this we help in identifying the problem and then leave it to business to make final decisions.
- Humans cannot find such small slippages.
- The only way one saves cost = improve profit.
This is where we feel out partnership to work jointly will bring immediate value to the clients.
No needed for resources or skills.
We have 3 industry to demo for early risk detection.
Combinations can be unlimited depending on the dataset and what to answer as an early alert. Please watch we do not get to see any data.
Retail
Shrinkage issues
Manufacturing
Defective Issues
Supply Chain
Erosion issues