Accounting & CPA Firms AI

USE CASES

6 capabilities.
One firm engine.

Automated Tax Document Processing K-1s, 1099s, W-2s & More

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Intelligent GL Reconciliation Real-Time Matching & Exception Handling

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AI-Powered Audit Evidence Collection Smart Document Search & Extraction

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AI-Powered Bookkeeping & Categorization End-to-End CAS Automation

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Automated Financial Statement Preparation Footing, Tie-Out & Disclosure Checks

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AI Tax Research & Compliance Context-Aware Research Engine

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Hover or click a capability to explore details

Automated Tax Document Processing

K-1s, 1099s, W-2s & More

THE OLD WAY

Every tax season, firms manually key data from thousands of K-1s, 1099s, W-2s, and partnership packages — the single biggest peak bottleneck, driving overtime, error rates, and burnout. A mid-size firm may process 5,000+ source documents per season, each needing 15–30 minutes of manual entry.

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WITH MIRAI

AI document extraction reads, classifies, and extracts structured data from any tax document format — scanned PDFs, digital filings, images — auto-maps fields into tax-prep software, flags mismatches and missing data for review, and learns from corrections.

85–90%reduction in manual data entry

95%+extraction accuracy across all doc types

3× morereturns processed per staff member

60% lessovertime during peak season

Intelligent GL Reconciliation

Real-Time Matching & Exception Handling

THE OLD WAY

Reconciliation is the most repetitive, high-volume task in audit and accounting. Staff manually trace every mismatch between the GL, subledgers, bank feeds, and third-party statements — 4–8 hours per client, every month. Errors compound silently.

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WITH MIRAI

AI agents access the GL, subledgers, and bank feeds simultaneously, perform real-time three-way matching, flag mismatches with root-cause explanations, auto-generate draft adjustment entries, and produce reconciliation reports — prioritized by materiality.

75–85%reduction in reconciliation time

Real-timecontinuous matching vs monthly batch

90% fewerundetected errors

$50K+annual savings per mid-size firm

AI-Powered Audit Evidence Collection

Smart Document Search & Extraction

THE OLD WAY

Staff auditors spend 60%+ of engagement time hunting through bulk PDFs, contracts, board minutes, and leases for evidence. Scouring an 80-page document for a single data point is tedious and error-prone — driving budget overruns, missed deadlines, and frustration.

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WITH MIRAI

AI ingests all client documentation, indexes it semantically, and answers natural-language queries. It extracts relevant passages, summarizes key terms, flags evidence gaps, and auto-populates workpapers with citations.

60–70%faster evidence gathering

3× moreaudit samples reviewed per hour

40% fewerbudget overruns on evidence-heavy engagements

Near-zeromissed evidence gaps at review

AI-Powered Bookkeeping & Categorization

End-to-End CAS Automation

THE OLD WAY

Client Advisory Services is the fastest-growing practice area, but margins are thin because bookkeeping is labor-intensive. Manual categorization does not scale — firms turn away clients they cannot staff. Each bookkeeper handles only 15–20 clients before quality degrades.

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WITH MIRAI

Agentic AI categorizes transactions automatically using client-specific rules and historical patterns, flags anomalies, generates monthly reports, reconciles accounts, and drafts client updates — handling the full cycle with human-in-the-loop review only for exceptions.

2–3×more clients per bookkeeper

90%+auto-categorization accuracy

70% lesstime on monthly close per client

35% higherCAS practice margins

Automated Financial Statement Preparation

Footing, Tie-Out & Disclosure Checks

THE OLD WAY

Production teams spend days manually footing statements, tying disclosures to balances, and cross-checking notes. A single missed tie-out can trigger restatements. With staffing shortages, this bottleneck delays every engagement and creates quality risk.

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WITH MIRAI

AI foots all line items, cross-references every disclosure to the trial balance, checks mathematical consistency, validates formatting against firm templates, and generates an exception report flagging mismatches, untied figures, or missing disclosures for review.

80% fasterstatement preparation

99%+accuracy in footing and tie-out

Zeromissed disclosure tie-outs at review

2–3 dayssaved per engagement

AI Tax Research & Compliance

Context-Aware Research Engine

THE OLD WAY

Tax code complexity is exploding across federal, state, and local rules. Research that once took 30 minutes now takes hours across databases. Getting it wrong means penalties for clients, malpractice risk for the firm, and missed savings that erode trust.

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WITH MIRAI

An AI research engine trained on tax codes, IRS rulings, court decisions, and firm knowledge answers natural-language questions with citations, confidence scores, and links to primary sources.

70–80%reduction in research time

Instantmulti-jurisdiction answers with citations

40% moretax-saving opportunities identified

Near-zeroresearch errors with source verification

More clients per professional.
No loss of quality.

The old way is manual.
The new standard is autonomous.

6 capabilities.
One firm engine.

Deployed inside the stack
your team already uses.

The capability of a product.
The fit of a partner.

Diagnose

Configure

Deploy

Operate

Ready to scale your practice
without scaling the payroll?

More clients per professional.No loss of quality.

The old way is manual.The new standard is autonomous.

6 capabilities.One firm engine.

Deployed inside the stackyour team already uses.

The capability of a product.The fit of a partner.

Diagnose

Configure

Deploy

Operate

Ready to scale your practicewithout scaling the payroll?

More clients per professional.
No loss of quality.

The old way is manual.
The new standard is autonomous.

6 capabilities.
One firm engine.

Deployed inside the stack
your team already uses.

The capability of a product.
The fit of a partner.

Ready to scale your practice
without scaling the payroll?