Chat with your clients' spreadsheets and documents, without uploading them to ChatGPT

In an accounting firm, many questions are answered by opening a spreadsheet: the general ledger a client sends, the bank statement, the quarter's list of invoices. Which suppliers went up the most this year? Which invoices have the wrong VAT? Which payments in the statement have no invoice? Each answer means filters, pivot tables and formulas, and half an hour from someone who knows how to build them.

It's work that lends itself to delegation: the routine is clear and the question fits in one sentence.

What you can ask

• "In this client's sales spreadsheet, who are the ten customers who billed most this year, and how does that compare with last year?"
• "Match the bank statement against the list of issued invoices and tell me which payments have no invoice."
• "Of these purchase invoices, which have a VAT rate that doesn't fit the item?"
• "Summarise this lease: parties, term, rent and indexation clauses."
• "Group this quarter's expenses by supplier and give me a spreadsheet with the summary."

How it works

1. 01

   Pick the client and the file

   Or just name it: the assistant finds it in the client's folder.

2. 02

   Ask in plain language

   As you'd ask a colleague, with no formulas or special instructions.

3. 03

   It calculates on the file

   Figures come from running operations on the data, not from what the model estimates.

4. 04

   It shows the result and where it came from

   Which columns, filters and operations it used, so you can check at a glance.

5. 05

   For a transformation, it creates a new file

   A spreadsheet or CSV ready to use or load into your software, with the original untouched.

Why not just paste it into ChatGPT

• Client data ends up in a personal account, with no data processing agreement. We explain this in is it safe to use AI with my clients' data?, which applies just as much to an accounting firm.
• Figures may come "from memory". A language model mentally adding hundreds of rows makes mistakes. It has to be made to calculate on the file and show how it did it.
• It doesn't know your folders. Every time, someone has to find the file, upload it and explain whose it is.

For the full comparison, see what a digital employee adds compared with ChatGPT.

Where the data lives

The assistant works inside the firm's own accounts: your folders, your email and your permissions. It uses models through business services that don't train on the data, with EU AI providers and pseudonymisation when needed. Every query is logged with who made it. If the firm prefers nothing to leave its network, it can also run on an in-house AI server, knowing what you gain and what you give up.

What it doesn't do

• It doesn't replace the adviser's judgement: it answers and prepares, and the adviser decides what to do with the result.
• It doesn't send anything to the client on its own.
• It doesn't change the original files.

Where to start

In a free assessment we look at which questions you most often ask about clients' files, where those files live and which software you use. From that, we tell you how we'd set it up, at a fixed price with no lock-in.