Book a callCustom to your business. Private, on-site AI when you need it.
Private AI for CPA and accounting firms, on hardware you own.
We design, install and manage a private AI system for your firm, so staff can summarize engagement documents, draft client letters and search your own procedures without pasting client financials into a public AI service.
Custom to your business. Private, on-site AI when you need it.
Your firm
Your document assistantRunning privately on your hardware
List the documents this client still needs to send for their return.
client-checklist.pdf🔒 stays on this machine
Still outstanding, from the checklist:
Year-end brokerage statements.
Receipts for the home office expenses.
The signed engagement letter.
Ask about your documents…
Example conversation. Prompts and documents are processed on hardware you own, not by a public AI service.
NX·01 private
Why public AI is a problem here
Client financials deserve a tool you can account for.
AI can take hours of reading and drafting off a busy season. With a public AI service, the statements and letters staff paste in are handled on that company's servers, under that company's terms.
01
Client records, someone else's terms
How long a public AI service keeps what you send, and who can reach it, is set by the provider, not by your firm's policies.
02
One approved place to use AI
Without a sanctioned tool, it's hard to know what's being pasted where. A private system gives staff one clear option, running on hardware your firm owns.
What we set up
Everything your team needs, set up and managed.
One team handles it from the first conversation to the monthly check-in.
Needs assessment
We learn what you want AI to help with, who will use it and what you already have.
Custom hardware sizing and sourcing
A system sized to your needs and budget, sourced for you, or built on hardware you already own.
Model selection and install
We choose local LLMs that suit your work and install them, ready to use.
A private chat interface
A familiar chat window for you or your team, running on your own system.
Starter workflows
Ready-made workflows for summaries, drafting, forms and questions about your documents.
Ongoing updates and management
We keep the software and models up to date and help when you need it.
Examples
Reading and drafting, done in-house.
Every AI draft is for a person to review before it's used.
Engagement documents
“Summarize this engagement letter and list what we've agreed to deliver.”
Client letters
“Draft a letter asking this client for their missing documents.”
Firm procedures
“What does our review procedure say about second-partner sign-off?”
Notices and correspondence
“Summarize this notice in plain language for the client file.”
Every figure in a draft is for a person to check against the source documents.
NX·02 setup
How it works
How we work: discover, build, deploy, manage.
01
Discover
We learn how your business runs, where time goes and what data is involved, and find where AI will actually help.
02
Build
We design the solution, choose the models and tools, and build and test it with your real examples. You get a clear quote first.
03
Deploy
We set it up on hardware you own or in the setup that fits best, connect your systems and documents, and train your team.
04
Manage
We keep it updated, improve it as your needs change, and help when something isn't right.
Book a callStep one is a conversation, nothing more.
What we don't claim
Running AI on hardware you own changes where prompts and documents are processed. It doesn't settle your firm's professional obligations, and decisions about client information stay with you. Talk to your own advisor about the rules that apply to your work.
FAQ
Questions, answered plainly.
Anything else? Ask us on a call; that's what it's for.
Does client data leave our firm?
Client documents are processed on hardware your firm owns, not by a public AI service. The system uses the internet for software and model updates, and for remote management if you choose it. We'll show you what connects and why, and we don't look at your documents or chats.
Does it connect to our tax or practice software?
Tell us what you use on our first call and we'll tell you honestly what's possible.
Do you have compliance certifications?
We don't make compliance certifications. If you have regulatory requirements, raise them on a call and we'll tell you plainly what we can and can't help with.
Do you offer an uptime SLA?
Your system runs on hardware you own, so we don't offer an uptime SLA. Cloud hosting is available when it fits your needs.
How big a system would we need?
It depends on how many people use it and what for. See our setups by size and our guide to choosing hardware, then we'll size it with your real examples on a call.
Let's find where AI fits in your business.
Tell us what's taking your team's time. We'll tell you what AI can do about it, honestly, and what it would take to build and run it.