Built for the Accounting Industry
Accounting work generates sensitive documents — client financials, tax workpapers, audit files. With BrioDocs you control where they're processed — on your device, your infrastructure, or privately hosted — with no per-query costs.
Whether you're reconciling disclosures across a stack of financial statements or preparing a client-facing summary, your team gets a private AI workspace that works with the full document set.
Group related documents in Notebooks, chat across all of them simultaneously, and surface connections and insights that would take hours to find manually.
What you can do with BrioDocs
Multi-document analysis
Group a client's financials, prior-year returns, and workpapers in Notebooks. Query across the full set to surface inconsistencies, trends, or missing items.
Document review
Upload contracts, agreements, or regulatory filings and chat directly with the content. Extract key obligations, deadlines, and terms without reading every page.
Client communication drafting
Use the Outlook Add-in to draft and review client correspondence from within your inbox — AI-assisted writing without switching applications.
Report drafting
Use the Word Add-in to draft engagement letters, management letters, and client-facing reports directly in Microsoft Word.
Audio overviews
Convert lengthy disclosure documents or tax guidance into audio for review between client meetings or during commute.