AAQT is the only on-device AI platform that validates CPA document intake and builds RIA suitability profiles — zero cloud exposure, zero Reg S-P liability.
Before a single journal entry gets made, someone at your firm has to sort, validate, and chase down every document a client sends. That's hours — before any billable work begins.
Manually sorting bank statements, receipts, and invoices before bookkeeping can begin. None of it is billable.
Dext, Hubdoc, Booke AI, DualEntry — all send client financial documents to third-party cloud servers. Under Reg S-P, that makes you liable.
Existing AI tools categorize documents but don't check if the numbers are GAAP-compliant, complete, or internally consistent.
AAQT runs entirely on your hardware. Client documents never leave your machine. Every output is deterministically validated against GAAP rules — no LLM hallucinations.
Tesseract pipeline extracts text and structure from every document type — zero network calls, AES-256-GCM encrypted at rest.
Deterministic classifier routes each document — bank statements, invoices, payroll, 1099s — to the correct validation path.
20 active rules check completeness, consistency, and compliance. Every failure is flagged with an exact rule citation — not an AI hallucination.
No output is released until a licensed CPA reviews and approves it. The gate is un-bypassable in code — not a checkbox you can skip.
Every document is encrypted at rest with hardware-bound keys (DPAPI). Client data never leaves the machine. No cloud. No DPA required.
20 active rules check every document against GAAP completeness and consistency requirements. 27 rules pending CPA advisor sign-off to complete the full 47-rule set.
Human-in-the-loop is enforced at the code level with HitlEnforcementError. A licensed CPA must approve every output before it's released. This is architectural — not optional.
A compounding 4-layer graph (IDENTITY, INCOME, EXPENSES, SUITABILITY_SEED) that bridges CPA intake data directly into RIA suitability workflows.
A deterministic Client Financial Health Score with a 3-state readiness verdict: READY, CONDITIONAL, or NOT READY — based on actual documents, not questionnaires.
Every processing event is written to a hash-chained JSONL audit trail following the SEC 17a-4 immutability pattern. Examiner-ready from day one.
Botkeeper raised $100M and shut down in 2026. Every remaining CPA and RIA AI platform is cloud-only and addresses only the bookkeeping layer — not intake.
| Capability | Cloud CPA Tools Dext, Booke AI, Docyt, Zeni… |
RIA Platforms Nitrogen, Orion, Envestnet… |
AAQT On-Device |
|---|---|---|---|
| On-device processing | ✗ | ✗ | ✓ |
| Reg S-P native compliance | ✗ Requires vendor DPA | ✗ Requires vendor DPA | ✓ Native — no DPA needed |
| Document intake layer | ⚠ Post-intake only | ✗ Not applicable | ✓ Core product |
| GAAP validation engine | ✗ | ✗ | ✓ Deterministic, 20 rules |
| HITL CPA enforcement gate | ✗ | ✗ | ✓ Un-bypassable in code |
| CPA → RIA data bridge | ✗ | ✗ | ✓ Client Financial Graph |
| Immutable audit trail | ⚠ Varies by vendor | ⚠ Varies by vendor | ✓ Hash-chained JSONL |
| LLM-free financial math | ✗ LLM-based (hallucination risk) | ✗ LLM or analytics | ✓ Deterministic only |
1–10 staff. 20–60 SMB bookkeeping clients. Spending measurable hours per engagement on intake before a single journal entry is made.
$50M–$500M AUM. 1–15 staff. Building suitability profiles manually via questionnaires while facing Reg S-P and the 2028 AML/BSA reclassification.
We're selecting 3–5 CPA firms as design partners for the Phase 2 HITL stress test. This is not a sales program — it's a co-build. You stress-test, we iterate.
Full platform access during the 6-month HITL stress test phase at no cost or significantly reduced pricing.
Your CPA feedback unlocks the remaining 27 of 47 GAAP validation rules. You shape the compliance standard.
Be among the first CPA firms to offer on-device, Reg S-P compliant AI intake to clients — before your competitors know it exists.
Design partner pricing is free or deeply discounted during the HITL stress test phase. General availability pricing below.
For 1–5 staff CPA firms processing SMB client document intake.
For 5–10 staff CPA firms with higher client volume and RIA referral needs.
For independent RIAs building suitability foundations from validated client documents.
3–5 design partner spots remain. No pitch. No commitment. A 15-minute Mom Test conversation about your intake workflow.