“What changed in our business?”
A plain-English explanation of revenue, costs, cash or an emerging issue, followed by questions about what happened behind the figures.
Still chasing clients for the reports you need at tax time?
Ask your client’s AI agent directly.
Once Owner Insights AI is set up for a client, ask their AI agent for the exact figures, schedules or explanations you need, in your firm’s format. It can prepare a reviewable answer from connected records in seconds, with missing facts clearly flagged.
See a sample CPA reportFor the work you actually do
A quicker starting point, with the open questions visible.
Access to a client's books is useful. A prepared answer to your specific question can be more useful, especially when it shows its scope, source and limitations.
- 01
Ask for the exact information you need
Specify the date, reporting period, grouping and columns. Request a schedule, calculation or explanation in a format that fits your firm's work.
- 02
Reduce the report-request loop
When the approved records are connected and current, a defined question can be answered from those records without asking the client to invent a report or wait for someone else to assemble it.
- 03
Find the question behind the number
The system can ask the owner how the business actually operates and flag missing records or unusual facts that deserve your attention. The books alone may not explain them.
A practical opportunity for CPA firms
Get the client information you need. Discover what else you should ask.
Your client gets a clearer view of the business throughout the year. Your firm can ask the client’s AI agent for the particular figures, schedules and explanations it needs for planning and tax preparation.
Owner Insights AI can be configured around approved business records and the way your firm works. Ask a specific question in ordinary language, request the answer in a useful format and see where the records leave something unresolved.
A real kind of request
“Can you send me a half-year deferred-revenue report?”
A CPA may mean the balance at June 30, the movement during the first six months, or a schedule of when amounts may be recognized. The useful first step is to define the request. Then the system can organize what the connected records support and identify information it still needs.
The same approach can be scoped for sales by state, asset purchases, owner payments, job profitability or another question the firm repeatedly asks. Each answer should identify its period and source records.
FROM A REQUEST TO A REVIEWABLE ANSWER
- Define
Which period, entity, categories and format does the CPA need?
- Assemble
Which figures can be calculated from the approved, current records?
- Clarify
What owner knowledge, documents or adjustments are still missing?
A draft answer for the CPA to check, question and use in the firm’s own workflow.
Inspect the illustrative schedule, reconciliation and open questions Give business clients a reason to work with you all year.
More useful conversations between deadlines
Clients can explore what is changing in their business while your firm gets clearer answers and better context for the matters that deserve professional review.
See a business-owner reportOne business, two perspectives
The owner asks why. The CPA asks for support.
Both can work from a shared, client-approved information foundation, with access and answers tailored to their roles.
“Show me how that figure was built.”
A dated breakdown, the records used, assumptions, exceptions and a list of matters to confirm before relying on it for tax work.
You can offer an AI-enabled client service without building the technology yourself.
A new service for your practice
Bring us the client questions your firm wants answered. We can help scope the records, configuration and access for a pilot, then test the outputs with your team before expanding it.
See a sample CPA reportHow we could work together
Shape the setup around your clients and your firm.
We would begin with the questions your practice wants answered, the records available and the people authorized to see them. A pilot lets us test the outputs before extending the approach to more clients.
Offer clients a better information service
Your firm identifies a suitable client and the questions or report formats it needs. Owner Insights AI can scope the data preparation, configuration, access and testing with you. Your firm retains the tax relationship and professional judgment.
Join an existing client setup
A business using Owner Insights AI can ask us to configure approved CPA access and the relevant questions. The client and firm agree what information is available and who can use it.
Want to build this capability within your own firm? We can explore a separate firm-built arrangement and agree who would handle the data connections, testing, access and support. We would scope that model with you before offering it to clients.
What a dependable answer requires
The record and the review still matter.
Availability depends on current, complete records, agreed definitions and approved access. If contracts, owner facts or other supporting information are missing, the system should say so and ask for them. We test configured calculations against the records supplied; that is not an audit of the underlying books.
The CPA determines tax treatment, verifies material figures, prepares the return and advises the client. Owner Insights AI supplies a more useful starting point for that work. Read the owner tax-planning use case and our accuracy and data terms.
Start with one client and one question
What report do you wish you could request directly?
Tell us the information your firm asks clients for, how you want it organized and where the current handoff takes time. We can discuss a scoped pilot.