Example scenario — not a named customer
An accounting firm keeps client books in-house
An accounting firm serving small and medium-sized businesses
An accounting firm uses a local AI server to prepare bookkeeping data and investigate discrepancies, with client records separated and never uploaded to a public AI service.
- Starter AI
- server tier
- 1× RTX 5090
- GPU in the office
- 0
- client records sent to public AI
The problem
Staff spent much of their time retyping invoice and receipt details, hunting for the cause of unmatched balances, and collecting evidence when the tax agency asked a question. The firm wanted AI help but could not justify sending client books to a public service.
Constraints
Client records and business secrets may not be uploaded to public AI platforms. One client's information must never appear in work for another, and every entry still has to be approved by an accountant before it reaches the accounting system.
What we deployed
A Starter AI server in the firm's own office, with client folders separated so each workspace only reaches one client's documents. It extracts invoice and receipt data into a reviewable format, compares ledgers with bank statements to flag discrepancies, and prepares draft replies to authority inquiries with the source of each figure shown.
Outcome
Invoices and receipts arrive as reviewable entries with flags on anything uncertain, so accountants spend their time on the exceptions. When balances don't match, the assistant points to the likely causes. Authority inquiries start from an organized evidence pack and a draft reply. The firm can tell clients plainly that their records stay inside the firm.
Configuration
Starter AI tier (1× RTX 5090, 128 GB RAM), rent-to-own