AI Platform
for Advisory & Audit Firms

Automate Back Office Tasks Effortlessly.

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Why?

The Audit Industry's Growing Challenge

The audit and advisory sector faces a critical problem:
manual workflows and swelling personnel costs.

-17.5%

CPAs

2019-2023

Lowest

CPA exam candidates

since 2006

+21%

Starting CPA salaries

in 2023

This talent crunch is forcing firms to maintain large back-offices for manual data processing, driving up costs and reducing efficiency.

Work faster

AI Software to Augment Human Personnel

Our audit and advisory AI software helps audit and advisory firms save time, increase margins, and improve client satisfaction.

Intelligent data extraction.
Automatically extract relevant data from various documents, minimizing manual input and speeding up analysis.
Tick-and-tie tool suite.
Ensure accuracy and consistency in financial data through automated tick-and-tie processes that identify discrepancies.
Dynamic report generation.
Create comprehensive reports from multimodal inputs, including text, images, and spreadsheets, tailored to your specific needs.
Semantic document search.
Quickly locate and retrieve critical documents using advanced search capabilities that understand context and meaning.
Automated Excel model creation.
Streamline financial modeling with AI-generated Excel models that adapt to your parameters and improve forecasting accuracy.
Custom AI agents.
Develop specialized AI agents that cater to unique operational requirements, enhancing productivity across various back-office functions.
Bank statement parser screenshot
Invoice app screenshot

Case Studies

Audit and Advisory Services

Enhancing audit efficiency and coverage with Basic Notions

An audit and advisory firm with approximately 150 US-based employees achieved 30% cost savings and comprehensive invoice auditing capabilities through a pilot partnership with Basic Notions, leveraging advanced automation technologies.

Challenge

The firm needed to expand its audit capacity and coverage without significantly increasing its human workforce, aiming to audit every invoice—an impossible task without material expansion of existing human personnel.

Solution

Basic Notions implemented advanced automation technologies, including tick-and-tie, data extraction, and report generation capabilities. These tools allowed the firm to process and analyze invoices more efficiently and comprehensively than manual methods.

Results

The partnership with Basic Notions resulted in approximately 30% cost savings compared to scaling the human team. More importantly, it enabled the firm to audit every invoice, a feat previously unattainable without substantial expansion of their workforce.

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