AI for accounting firms

Your firm's knowledge, ready for AI.

The AI everyone else has doesn't know your clients, your judgment calls, or your deadlines. FirmGraph turns everything inside your four walls into a living knowledge graph — plain, readable notes, linked like your firm actually thinks — and grounds AI in your firm.

Generic AI guesses

Ask a chatbot about a client and it invents an answer. It has never read your workpapers, your memos, or your engagement letters.

Your knowledge is scattered

The reasoning behind every fee, election, and position lives in inboxes, PDFs, and partners' heads — unsearchable and unteachable.

Judgment walks out the door

When a partner retires or a senior leaves, twenty years of “why we did it this way” leaves with them.

How it works

Three steps from scattered files to grounded answers

01

Capture

FirmGraph distills your documents, systems, and working knowledge into plain markdown notes — clients, engagements, memos, procedures. Files you can open, read, and own forever.

02

Connect

Notes link to each other the way your firm actually thinks: this client, that engagement, the memo that decided it. The links form your knowledge graph.

03

Ground

AI answers from your graph — not from the internet's averages. Every answer cites the notes it came from, one click from the source.

Why this matters: models change every year — your knowledge graph compounds. It's plain files on your terms, not an opaque vector database. Swap the AI any time; the asset stays yours.
The demo

Explore a real firm's graph — Meridian & Cole, CPAs

We built a complete fictional 5-person firm — 25 clients, live engagements, technical memos, SOPs — and gave it the full FirmGraph treatment. Walk through it yourself:

The Vault

64 readable notes: every client's history, every judgment call, every procedure. This is what captured firm knowledge looks like.

The Knowledge Graph

477 links between notes, drawn as an interactive map. Hover any client and watch its engagements, memos, and people light up.

The Assistant

Ask where the 1031 exchange stands, or why the firm declined an R&D credit — and get the firm's own answer, sources attached.

Enter the demo →Guided demo · fictional firm · no card required