THE PRODUCT
From files in folders to answers with receipts
Point Firmify at your firm's folders, spreadsheets, and email. It reads PDFs, Excel, Word, and scans, and stays in sync as files change.
Firmify extracts the people, clients, rules, and deadlines inside your documents and connects them into a knowledge graph backed by a cited evidence index.
Staff ask questions in plain language. Answers stream back with citations to the exact source documents, ready to verify.
The graph does not reset. Every new document, engagement, and answered question adds another connection, so it keeps growing as more of the firm's work flows in, and answers get sharper as the connections accumulate.
PRIVATE VAULT
Layered knowledge, not shared knowledge
Everyone's own files become a personal overlay: a private vault ingested alongside the firm graph, never merged into it. Firmify fuses the two only at question time, so an answer can draw on both without ever exposing one person's private layer to anyone else's.
Visibility follows the org chart. The higher someone sits in management, the more of what's beneath them they can see; no one can see a layer above their own.
PRODUCT PREVIEW
What accounting software does Summit Logistics use and who is its controller?
Summit Logistics Inc uses Xero for its accounting software. The controller for Summit Logistics Inc is Janet Weiss.
Recreated from a real answer generated by Firmify on a fictional demo firm.
THE AUDIT ENGINE
How the audit engine works
A deterministic audit engine. No AI guesswork.
Ledger analytics run as pure computation: anomaly detection, control re-performance, trial-balance flux, reconciliation matching, and engagement risk scoring. The AI explains findings; it never invents them.
- Anomaly detection
- Control re-performance
- Trial-balance flux
- Reconciliation matching
- Engagement risk scoring
HUMAN IN THE LOOP
Advisory work, drafted and reviewed
Regulatory impact
A new rule lands. Firmify maps which clients are affected and drafts the outreach for your review.
The daily brief
Every morning: deadlines approaching, anomalies found, drafts waiting. One page, ready before you sit down.
Tamper-evident workpapers
Audit workpapers hashed and sealed, so evidence stays evidence.
Handover dossiers
When staff leave, their client knowledge does not. Turnover insurance, generated per client.
The real thing
Real captures from Firmify's own interface, running on Northgate CPA & Advisors, a fictional demo firm built for walkthroughs.