AI for your clients' books, without uploading them anywhere
Your clients trust you with their financial records and business secrets. Local AI lets your team work faster on them while every document stays inside your firm.
Book a discovery callWhat accounting teams use it for
The assistant prepares, compares and flags. Accountants investigate, decide and approve.
Financial risk assessment for new companies
Review a new company or prospective client from financial statements, budgets, cash-flow forecasts and supporting records. Weak cash flow, heavy debt or unusual changes are highlighted. For businesses without a trading history, assumptions and scenarios can be compared.
You stay in control: the accountant evaluates the findings and decides what further evidence is needed.
Replies to tax agency and government inquiries
When an authority asks a question, the assistant locates the relevant invoices, calculations, declarations and earlier correspondence, organizes the evidence and drafts a reply showing where each figure comes from.
You stay in control: the accountant checks the requirements and approves the response before it is sent.
Investigate discrepancies across the books
When balances don't match, compare ledger entries with invoices, receipts and bank statements. Possible missing transactions, duplicates or incorrect amounts are flagged — for example, a bank payment with no matching invoice.
You stay in control: the accountant investigates each exception and approves any correction.
Prepare bookkeeping data and resolve exceptions
Extract supplier names, invoice dates, amounts and payment references into a reviewable format, with suggested categories and flags for incomplete documents or uncertain matches. Less repeated typing.
You stay in control: accountants handle the exceptions and approve entries before they reach the accounting system.
Find client information and prepare correspondence
Retrieve a client's previous reports, open questions and earlier correspondence in seconds, then draft a clear email requesting missing information or explaining the next step.
You stay in control: staff check that each message uses the right client's information and discloses nothing from another client.
Draft reports from verified figures
From checked figures, prepare a first draft of a management report explaining revenue, expenses, cash flow and changes from the previous period, and highlight questions that need investigating.
You stay in control: the accountant verifies the explanations, so no assumption is presented as the reason for a change.
Review documents and document meetings
Summarize contracts and other client documents, highlighting payment terms, commitments and dates that matter for the accounts. A local meeting assistant prepares notes and agreed actions from permitted client meetings.
You stay in control: employees review the results and file them in the correct client folder.
Staff development and technical research
Search approved accounting guidance, internal procedures and earlier examples to see how a task should be handled. The assistant explains technical language and helps prepare training material.
You stay in control: current requirements and original sources are always checked, especially where a tax position or report is affected.
Client confidentiality as part of the service
Onprio hosts the AI inside your firm's own infrastructure. Financial records and business secrets are processed and stored locally, external connections are controlled, and access is separated between clients. You can tell your clients that their records are never uploaded to a public AI platform.
- Processing and storage on your own premises
- Access restrictions between clients
- External connections controlled and limited
- Logs and backups kept under your own policy
A typical accounting firm setup
An example of what we often start with. Every setup is sized to your number of users and clients.
- Starter AI tier for 5–10 users, or Business AI for 10–25
- Document extraction for invoices, receipts and bank statements into a reviewable format
- Search across client files with per-client access separation
- Local meeting assistant for permitted client meetings
- Runs fully offline, with optional controlled web search
- Rental, rent-to-own or purchase
Ready to talk it through?
Tell us what you need to store or run, and we will come back with what it takes.
Contact Information
- Phone
- +46 768 722 033
- info@onprio.com
- Address
- Grusvägen 15, 25464 Helsingborg, Sweden