AI FOR ACCOUNTING FIRMS & CORPORATE FINANCE TEAMS
Exceptional accounting work, at scale.
Assign financial-statement and SEC-filing review, engagement-wide analysis, research, documentation, and follow-up—not just isolated prompts. CoAccountant AI uses the context already connected to the work and returns cited results ready for professional review.
CoAccountant.AI is built with CPA expertise to perform complex accounting, audit and tax work. For about the cost of one billable hour, you add an AI coworker to your team for the entire month.
Research • Review • Analyze • Prepare — with professionals in control.
CoAccountant.AI is the accounting and finance AI platform from EverLeagues, Inc.
Please review the 2025 tax return for Horizon Corp.
Compared source documents with return data; identified 4 missing forms; flagged 2 inconsistent amounts; summarized 6 open questions; drafted client follow-up requests.
It reviews the whole engagement, reports what it found, and cites what it relied on — while professional judgment stays with your team.
Professional quality at firm scale
Built for the Practice, Not Just Prompts.
The same standard of review applies to one engagement or to an entire recurring book.
800+ skills built, tested and refined by CPAs. 500+ clients / 300k+ files.
Why firms buy it
Raise Quality and Capacity Together.
The gain is not just one professional working faster. It is the whole firm holding one standard of review across everything it takes on.
Quality at Scale
Every engagement receives the same review discipline as your most experienced reviewer, not only the ones they have time for.
More Capacity
More returns and engagements per professional each busy season, held to the same standard of review.
Better Realization
Less time goes to routine checking and document comparison, and more goes to billable judgment.
Lower Review Risk
Gaps, inconsistencies and unsupported conclusions surface before the file reaches the partner.
THE SHIFT
Generic AI Answers Questions. Your AI Coworker Knows the Engagement.
Accounting work depends on more than general knowledge. It depends on your procedures, your client’s files, the engagement’s history, and who is cleared to see each item.
EverLeagues gives the AI a Context Graph: the record of what belongs to which engagement, which version is current, and who may see it — the one thing no general tool has. That is why CoAccountant AI can answer “was last year’s treatment applied consistently this year?” and a general chatbot cannot: it has never seen last year.
Generic AI
It has no access to your procedures, client history or engagement record. Where context is missing, it guesses. Your staff must then supply the context, verify the output and move it back into the workflow.
CoAccountant AI
It works from your permission-controlled firm and engagement sources. It finds what is relevant, cites the supporting documents, preserves an activity trail and returns work your staff can trust on sight.
The difference is not a better answer. It is a finished work product, grounded in the engagement itself.
Research, redesigned
Beyond Legacy Research Tools.
Legacy tools help you find the guidance. CoAccountant AI applies it to this client’s facts, this engagement’s files and your firm’s own knowledge, and returns cited, case-specific analysis without leaving the workflow.
Traditional research workflow
- Search technical guidance
- Read and interpret the authority
- Switch back to client files and workpapers
- Reconstruct the relevant facts
- Apply the guidance and document the conclusion
CoAccountant AI
- Understand the client’s facts and documents
- Research the accounting or tax issue
- Connect guidance to the actual engagement
- Surface open questions and missing evidence
- Return cited analysis for professional review
The economic difference
Reduce research cost and research time while improving consistency across the practice.
The saving compounds across every return, every audit engagement and every research question.
Real assignments
Real Assignments, Returned for Review.
These are the assignments your team already runs, returned organized, cited and ready for review. Every finding carries Cited to Source — the link back to the document, and the cell, it came from. Ask to see it in the demo. It will sometimes flag an item that turns out not to be an issue, which is exactly why that link is there. The check is quick, and it is yours to make.
“Review this tax engagement and flag what needs partner attention.”
Returns and supporting files are reviewed, periods compared, and open issues and missing support organized for your sign-off.
“Research the tax consequences of this transaction using the client’s actual facts.”
Technical research is tied to this client’s actual facts and returned as cited, case-specific analysis.
“Review the revenue workpapers and identify unsupported conclusions or missing evidence.”
Workpapers are tied out to their support across the engagement, prior-year treatment compared, and every open review note carried forward until it is cleared.
“Evaluate the accounting treatment and prepare a cited analysis for review.”
Applicable guidance is researched, connected to client facts and organized for your approval.
Sample output
See What Comes Back.
One prompt, and the work product it returned. Every section carries the file it was drawn from.
Engagement snapshot
- Daniel Ortiz; active business client, C-Corp, under Hudson & Pine.
- 2025 Tax engagement, categorized Individual Tax–1040; fiscal year-end December 31.
Source: engagement-metadata.txt
Important file caveat
The related Hudson & Pine liquidation workpapers are explicitly marked synthetic/demo data and dated July 16, 2026, whereas the authoritative engagement is for 2025. They should not be treated as live client activity until their applicability is confirmed.
Sources: 02_Hudson_and_Pine_Client_Fact_Memorandum.docx · 04_Hudson_and_Pine_Fixture_Tax_Basis_FMV_and_Sales_Tax_Schedule.xlsx
Main blockers
- Liquidation plan, board consent, shareholder consent and final Schedule A remain unsigned.
- Lease-surrender exhibit confirming tenant-owned/removable property is outstanding.
- UCC lien search and any releases are outstanding.
- Fixture F-008 is on hold because invoice INV-2020-118 is missing; acquisition/use-tax history needs confirmation.
- NY bulk-sale Form AU-196.10 is drafted but not filed.
Sources: 02_Hudson_and_Pine_Client_Fact_Memorandum.docx · 03_Hudson_and_Pine_Plan_of_Complete_Liquidation.docx · 04_Hudson_and_Pine_Fixture_Tax_Basis_FMV_and_Sales_Tax_Schedule.xlsx
Compliance position
Twelve of 15 fixture lines were traced to invoices. Ten show NY sales tax; two involve exempt installation invoices; one invoice is missing. Sales-tax returns were filed through Q2 2026 with no known notices.
Source: 02_Hudson_and_Pine_Client_Fact_Memorandum.docx
Sample output. Daniel Ortiz and Hudson & Pine Home, Inc. are not real. Every name, figure and file shown here is synthetic demonstration data, not a real client.
The Platform
Everything an Engagement Needs, in One Secure Workspace.
Bring staff, clients, documents, communication, approvals, and follow-up into one secure engagement workspace.
Most firms run email, file sharing, meetings, signatures and follow-up on separate tools, and the engagement ends up scattered across all of them.
EverLeagues brings them together. Staff, clients and approved outside parties can message, share files, meet and sign in one place, with access controlled by role.
Because the work stays connected, it becomes the engagement context CoAccountant AI works from.
Secure Chat
Client and team conversations stay attached to the engagement record instead of scattered across inboxes.
Video Meetings
Run engagement meetings in the same workspace where the documents and follow-ups live.
E-Signature
Send, sign, track and retain engagement letters and authorizations without leaving the workflow.
Cloud Files
Keep engagement documents in one permission-controlled place, with Google Drive and Microsoft Office built in.
PDF Tools
Review and organize PDFs without moving sensitive files outside the workspace.
Role-Based External Access
Clients, vendors and approved outside parties see only what is relevant to them.
Income and Expense Tracker
Clients capture income and expenses in a structure built for accounting work.
Two-Way SMS
Text clients directly, and every message is kept on the engagement record.
CoAccountant AI for Microsoft Office
Right Inside Excel, Word, and Outlook.
Your team already spends the day in Excel, Word and Outlook. Moving that work into a separate AI tool breaks context and adds steps.
The CoAccountant AI add-in brings firm and engagement context into Office. Staff can ask about the document in front of them, pull firm guidance, check it against engagement sources and get cited results without leaving the application.
Access stays governed by the same EverLeagues firm and role permissions.
There is no re-uploading files, no copying between tools and no rebuilding the engagement context.
Excel
Review workpapers, compare periods, and trace any amount back to the source cell it came from — checking a figure costs one click, not one re-performance.
Word
Draft and review memos, summarize supporting documents and insert text linked to its source.
Outlook
Draft client responses and follow-ups in your firm’s voice, using current engagement context.
Why EverLeagues
Designed by CPAs Who Know the Work
EverLeagues was founded by CPAs Charles Yi and Susan Li. Their years in accounting and audit shaped the platform around how engagement work actually runs: many parties, scattered documents and constant follow-up.
They built the platform to connect AI with the documents, workflows, permissions and review processes accounting teams already rely on.
The result is real AI in real engagement work, with no internal system to build.
“We built CoAccountant AI around pain points we personally experienced in our own careers as CPAs.”
Charles Yi, CPA, MBA
CPA-Founded
Created by professionals with direct accounting and audit experience.
Built Around Engagement Workflows
Built for the way firms actually review, document and coordinate work.
Professional judgment stays with your team.
It handles retrieval, comparison, drafting and documentation across the engagement.
From a customer
The liaison aspect of it is awesome. My team and clients love how organized and secure it gets everything. It feels like I’m so much more on top of so many more moving parts. But for me, it’s the very noticeable time-saved-per-task that made me fall in love.
Raymond Guo·Staff Auditor, YSL & Associates
Ready to See It in Action?
Bring Us a Real Engagement.
Bring a live audit or tax file to the demo and watch it come back cited, organized and ready for review.
Two-week pilots are available for firms that want to test it on their own workflows.