Start in minutes.
Add context when
you’re ready.
Begin with ExpertAI immediately. Then add your organization’s knowledge, engagement workflows, coworkers, and client collaboration as you need them.
CPA-developed knowledge
and skills—already included.
Developed by experienced CPAs, CoAccountant AI comes equipped with professional-grade accounting, audit, and tax knowledge and CPA-designed skills.
Get started now.
Expand when useful.
Only the first two steps are needed to begin. Firm knowledge, dashboards, coworker access, and the client portal can be added at your own pace.
Create your workspace
The organization owner creates an EverLeagues account and sets up the organization’s secure workspace.
Start with ExpertAI
Begin researching accounting, audit, tax, risk, internal-control, and corporate-finance questions immediately. No knowledge-base setup is required.
Add your context
Upload policies, procedures, templates, and review standards. Use the appropriate dashboard for structured entity and engagement work.
Invite your team or clients
Coworkers receive role-based access to the appropriate knowledge and assigned work. Clients can be limited to designated portal folders.
CoAccountant AI operates within EverLeagues. Clients do not need AI access. Information they upload to an authorized shared folder can become part of the engagement context available to your professional team and its assigned AI work.
One assignment. Three levels of context.
CoAccountant AI combines professional knowledge with your organization’s methods and the current engagement record. It works from the full authorized context—not an isolated prompt.
Its Context Graph connects documents, people, deadlines, permissions, and workflow status so it can identify the right sources, distinguish current information from outdated information, and understand how each item fits into the engagement.
CPA-Developed Knowledge and Skills
Professional accounting, audit, and tax knowledge combined with CPA-designed research, review, and engagement workflows.
Your Organization’s Knowledge
Your policies, procedures, templates, preferred language, review standards, and institutional knowledge.
Current Engagement Context
Client documents, workpapers, communications, requests, deadlines, and engagement status—accessed according to role and permission.
Give it an assignment,
not just a prompt.
CoAccountant AI uses the authorized context connected to the work, returns cited results, and keeps professional judgment with your team.
Assign the work
Choose the task, scope, and target files or engagement.
Apply the context
AI works across professional, organizational, and engagement knowledge.
Return cited work
Findings, analysis, missing items, and sources are organized for review.
Your team decides
Professionals review, discuss, accept, reject, or refine the work.
Professional work starts with professional context.
The result is work that reflects professional guidance, follows your organization’s standards, and accounts for the complete engagement—with findings linked to supporting sources. CoAccountant AI never signs off; professional judgment stays with your team.