Notis

automates data capture from client documents like invoices and receipts so your firm eliminates manual entry, improves accuracy and focuses on profitability-driving advisory work.

consolidates and automates firm workflows and client-data tasks so you reduce tool-sprawl and maintain secure, auditable AI support across engagements.

analyzes, summarizes and transforms spreadsheet data using its AI Analyst so your firm uncovers insights, automates formulas, and models faster with less effort.

organizes tasks and schedules automatically so accounting teams avoid bottlenecks, meet deadlines, and maintain billable capacity for high-value advisory services.