── ── Our story
CPA and EA firms hold the richest dataset in a business. And bill it as bookkeeping.
Your clients' books are the one dataset that records everything a business does — and the profession monetizes it at its lowest rate. deciqAI is the advisory engine we built to change those economics: one dataset, three products — and every judgment call left exactly where it belongs.
── ── The economics
Same ledger, three products. Most firms sell the first.
Bookkeeping → analysis → planning: one dataset, three products, ten times the fee. The table below is where those economics sit today.
| The product | What it is | How it's billed today | What that leaves on the table |
|---|---|---|---|
| Bookkeeping | Categorized transactions and the three statements | A flat monthly fee — the lowest realization rate in the profession | The floor. Every firm sells this; most firms stop here. |
| Analysis | Cash-flow forecasts, year-over-year shifts, the drift a monthly close never surfaces | Given away in the review call, when it happens at all | The work clients remember — and the work that never gets invoiced |
| Planning | Cost segregation, PTET elections, safe-harbor corrections, compensation strategy | Billed rarely, by the hour, blind to the dollars at stake | The highest-fee work in the profession, and the least written down |
── ── Why it stayed broken
Every tool holds one piece. The ledger and the authority are never in the same hands.
| The tool | What it does | Where it stops |
|---|---|---|
| Ledger software | Keeps the books and prints the statements | It stops at the statements. No analysis, no plan, no authority behind either. |
| Dashboards and reporting add-ons | Chart the trends on top of the ledger | A chart is not a plan. No dollar figure, no cited authority, nothing a firm can review, sign, and put in front of a client. |
| Tax research platforms | Hold the statutes and the commentary | They never see the client's numbers. Someone still spends the research hours connecting the two. |
| AI tax planning platforms | Surface strategies across entities and put a projected saving on each one | A projection is not an exposure. It prices what a strategy might return under assumptions that never travel with the number, so when the client asks where the figure came from, the answer is the model. |
| Doing it by hand | Works, and is what advisory-forward firms do | Hours per client, per position. It scales by hiring, in a labour market where the hire is not available. |
── ── What we built
From one ledger: the statements, the analysis, the plan.
The statements
The ledger connects, and client documents arrive through a secure, expiring upload link — no client account, no inbox access by design. The engine reads the statements the books already produce; nothing feeds the work above until a person confirms it. Bookkeeping is the floor of the relationship, and the source of everything above it.
The analysis
From the same numbers: cash-flow forecasts, year-over-year shifts, the drift a monthly close never surfaces. Written down instead of spoken in a review call — analysis a firm can put its name and an invoice on.
The plan
The engine tests which positions this year's facts support — cost segregation, PTET elections, safe-harbor corrections, compensation strategy — and drafts the plan. Deterministic math and cited authority behind every recommendation, and the dollars at stake wherever the statute supports a number. Where an input is missing — or the statute carries no formula — no number.
Across the whole client book, opportunities rank by dollars at stake — the week starts with the largest number, not the loudest client. And nothing leaves as advice without a signature from someone licensed to give it.
── ── The line
What it does, and what it will never do.
Written down because a practice should be able to check it before trusting anything to it.
| deciqAI does | deciqAI never |
|---|---|
| Identifies each document by what it is, files it, and rejects the wrong year with the reason | Decides a filing position, or tells a taxpayer a form is not required |
| Computes deadlines in code from the client's own facts, weekend and holiday roll-forward included | Lets a model generate a date, or asserts a deadline it cannot cite a fact for |
| Drafts workpapers and client memos, watermarked as drafts, with the professional as the author | Prepares, signs, or files a return |
| Prices the dollars at stake where the statute carries a formula — exposure, or the difference between positions | Shows a dollar figure where an input is missing or the rate is unsettled, or emits a modeled savings estimate |
| Queues every outbound email, link, and call for one-click approval — auto-send is opt-in, and only for routine chasers | Sends beyond what you approved or opted into, or reads your email — the product holds no inbox access at all |
── ── Under the hood
Built on the wins, and on the losses.
── ── Who it's for
Accounting firms
You already keep the books. deciqAI turns them into analysis and planning drafts you can bill at advisory rates — with your review and your signature on every word that reaches a client.
Business owners
You hold the ledger. You want to see what you owe and when, and which decisions are still open before year-end — in English or Chinese.
Not built for
Enterprise tax departments, and anyone looking for a filing service. deciqAI is software you use to prepare your own filings; the licensed professional reviews and signs.
── ── FAQ
About deciqAI
What is deciqAI?
deciqAI is the advisory engine for accounting firms. From the ledger a firm already keeps, it reads the statements, runs the analysis — cash-flow forecasts, year-over-year shifts — and drafts the plan: cost segregation, PTET elections, safe-harbor corrections, compensation strategy. Every recommendation carries deterministic math and cited authority, with the dollars at stake wherever the statute supports a number — never a modeled savings estimate. A licensed professional reviews and signs before any recommendation reaches a client.
Who is behind deciqAI?
A team that has run businesses and engineered the systems inside them, working across tech, commerce, and consulting. We build the tooling we wanted on both sides of a busy season. Meet the team on the Team page.
Who is deciqAI for?
Accounting firms — CPA and EA practices — and the business owners they serve. Firms use it to turn bookkeeping clients into advisory clients from data they already hold; owners use it to see what they owe, when, and which decisions are still open. Both sides work on the same engagement.
Does deciqAI prepare or file tax returns?
No. deciqAI is software a practice or an owner uses to prepare their own filings. It identifies documents, computes deadlines, flags what appears to cross a threshold, and drafts. It never takes a filing position and never signs or files. A licensed CPA or EA reviews every draft.
Does deciqAI read my email?
No. The product holds no inbox access — it cannot read email, and there is no inbound route in the code. Clients send documents through a secure, expiring upload link that needs no account, and outbound messages wait for your approval — auto-send exists only as an opt-in, for routine chase reminders.
What data is deciqAI built on?
A knowledge base of 1.3M+ raw data entries and 26,724 companies profiled, plus tax and compliance knowledge covering filings, thresholds, and industry-specific obligations. The Data & Methodology page defines exactly what each number counts.
How many agents and skills does deciqAI have?
58 specialist agents, each wired with 237 skills that are open source under MIT — you can read exactly what your agents reason with, skill by skill.
Is deciqAI free to start?
Chat is free and the first engagement costs nothing to try — no card required. See the pricing page for paid plans.
Start free. Pay when it pays off.
Bring one client's ledger and see what the plan looks like. No card required to start.
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