CoAccountant AI

by EverLeagues

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USE CASES

Where Your AI
Coworker Goes to Work

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.

Explore assignments ↓
✓ CPA-developed knowledge and skills
✓ Financial statements, footnotes, 10-Q and 10-K
✓ Engagement-wide context
✓ Findings linked to sources
✓ Professional judgment stays with your team
CORE REVIEW CAPABILITIES

One AI coworker. Three
essential areas of review.

CoAccountant AI reviews complete files and connected records across financial reporting, tax, and risk and compliance—not merely one document at a time.

FS

Financial Reporting
and SEC Filings

Review financial statements, footnotes, Forms 10-Q and 10-K, MD&A, workpapers, trial balances, policies, contracts, and prior-period filings together.

✓ Mathematical accuracy and internal consistency
✓ Statement, footnote, and workpaper tie-outs
✓ Missing, incomplete, or outdated disclosures
✓ Cross-references, rollforwards, and MD&A alignment
TX

Tax Returns and Notices

Review federal, state, and international tax returns using prior filings, source documents, workpapers, elections, client information, and applicable authority.

✓ Missing forms, elections, and filing requirements
✓ Return, workpaper, and source-document consistency
✓ Unsupported positions and unresolved questions
✓ Notice issues, deadlines, support, and response drafts
RC

Risk, Controls, and Compliance

Review risk assessments, policies, control matrices, testing evidence, compliance documentation, prior findings, remediation, deadlines, and ownership.

✓ Risk coverage and control-design gaps
✓ Missing, contradictory, or insufficient evidence
✓ Testing exceptions and unresolved deficiencies
✓ Remediation status, deadlines, and responsible owners
Across every review

CoAccountant AI identifies potential errors, omissions, inconsistencies, missing support, and compliance gaps; links material findings to supporting evidence and professional sources; and returns the work for professional review. It does not approve, certify, file, or sign.

Engagement work that goes
beyond a single document

Review complete engagements, apply firm methods, prepare communications, and keep work moving.

✓ Audit

Engagement-Wide Audit Review

Review workpapers, supporting documents, prior-year files, engagement requirements, and review status together.

Example Assignment Review the 2025 audit file for incomplete procedures, inconsistent amounts, unsupported conclusions, and unresolved review notes.
Prioritized findings Workpaper links Supporting sources
An organized findings list showing the issue, affected workpaper, supporting evidence, risk level, recommended follow-up, and current resolution status.
□ Tax

Tax Return Review and Missing-Item Detection

Compare the current return with prior filings, source documents, workpapers, forms, and available client information.

Example Assignment Review this 2025 partnership return for missing forms, inconsistent amounts, unsupported positions, and unresolved preparation questions.
Missing items Cross-period checks Review comments
A tax-review report organized by severity, return location, relevant supporting document, applicable authority, and recommended preparer action.
§ Tax Notices

Tax Notice Analysis and Response Drafting

Extract the authority, period, amount, issue, deadline, and requested documentation, then connect them to the engagement record.

Example Assignment Analyze this IRS notice, identify the requested support, compare it with the filed return, and prepare a client-ready response for review.
Notice summary Document request Response draft
A deadline-controlled notice summary, missing-document list, issue analysis, cited support, and draft response using the client’s actual engagement information.
? Research

Professional and Firm-Specific Research

Combine professional guidance with your firm’s policies, templates, prior positions, preferred language, and approved methodology.

Example Assignment Research the accounting and tax treatment, apply our firm policy, identify contrary authority, and prepare a review-ready memorandum.
Cited analysis Firm guidance Draft memo
A structured facts, authority, analysis, application, and conclusion memorandum that distinguishes authoritative sources from firm-specific guidance.
≡ Accounting

Financial Statement and Footnote Review

Review financial statements, footnotes, lead schedules, supporting workpapers, prior-period reports, and current disclosure requirements together.

Example Assignment Review these draft financial statements and footnotes for mathematical errors, internal inconsistencies, missing disclosures, outdated language, and amounts that do not agree to support.
Tie-out exceptions Footnote gaps Page references
A page-referenced review report identifying mathematical and tie-out differences, missing or incomplete footnotes, stale language, cross-reference problems, presentation issues, and supporting guidance.
→ Workflow

Client Communications and Engagement Follow-Up

Prepare emails, document requests, explanations, and follow-up messages using the actual engagement context and firm-approved language.

Example Assignment Summarize outstanding requests, identify overdue items, and draft separate follow-ups for the client and assigned staff.
Request summary Client draft Staff guidance
Role-appropriate drafts grounded in the current request list, relevant deadlines, engagement history, responsible team members, and preferred firm language.
ONE GOVERNED WORKFLOW

More than an answer. Work ready for review.

Every assignment follows the same operating principle: use authorized context, show the supporting evidence, and keep the final decision with your professionals.

✓ Works across the complete authorized engagement or entity record
✓ Links material findings to supporting documents and professional sources
✓ Preserves access boundaries across organizations, clients, engagements, and roles
1

Assign the work

Select the task, scope, engagement, folder, or files.

2

CoAccountant AI performs the work

It applies professional knowledge, organizational methods, and current case information.

3

Review cited results

Your team reviews findings, sources, drafts, open questions, and recommended follow-up.

4

Your professionals decide

Accept, reject, discuss, refine, and complete the work. CoAccountant AI never signs off.

Have a different assignment?

If the work requires professional knowledge, organizational standards, and engagement context, CoAccountant AI can help your team complete it—with cited results ready for review.

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