Use AI on client finances without sending client data to the cloud
We're building a finance agent that runs on your own machine. Client data stays local, and you can verify it with an open network log.
In development. Not available yet.
The problem
Client data in someone else's cloud
Pasting statements into a hosted chatbot means trusting a third party's retention and access policies.
Compliance questions you can't answer
Training use, retention windows, and breach exposure are hard to explain to clients or a regulator.
So you don't use AI, or you do and worry
Either you lose the time savings or you carry the risk quietly.
How it would work
Install locally
Run it on your own computer with a model that also runs locally. No account needed for the core tool.
Point it at client files
Reconcile, categorize, summarize, and draft notes from statements and ledgers that never leave your disk.
Verify, don't trust
An open network log shows what the app sends out. The goal is that for client data, the answer is nothing.
Who it's for
Finance consultants and advisors
You analyze client numbers and want an assistant that doesn't create a data-sharing problem.
Bookkeepers and small practices
You handle many clients' records and want help with repetitive work, kept on your own hardware.
FAQ
Does this exist yet?
No. It's in development. This page measures interest before we build the whole thing.
Is local AI as good as the big cloud models?
Not for everything. Local models are smaller and more limited. Part of what we'd learn is which tasks are good enough for your work.
Is this a compliance guarantee?
No. It's a tool that reduces what leaves your machine. Your obligations are still yours, so check with your own compliance advisor.
What hardware will I need?
Not final. Expect a reasonably recent laptop or desktop; tell us what you have in the form.
What will it cost?
Undecided. The form asks what you'd expect to pay. Nothing is charged now.
Join the waitlist
Tell us how you work today so we build the right thing.