AI for technical accounting

Technical accounting, answered and documented

GAAP IQ is the AI platform for technical accounting: research US GAAP and federal tax with page-level citations, then draft the memo, the footnote, and the policy. Every conclusion cited.

RESEARCHIQ4 agents in parallel
How do I account for profits interest units in a business combination?
Planning: consideration vs. post-combination compensation is the crux
Searching KPMG: profits interests and replacement awards
Reading EY §11.3: awards forfeited on termination
Bottom line: PIUs forfeited on termination are post-combination compensation, not consideration. This is close to determinative. KPMG p.415 EY §11.3
30 citations checked against their sources

A real answer from the product, shortened to fit.

Grounded in authoritative standards and interpretive guidance

FASBSEC EDGARKPMGEYPwCDeloitteAICPAFASBSEC EDGARKPMGEYPwCDeloitteAICPA
27
Big 4 handbooks indexed
33K+
guidance passages searchable
23
ASC topics covered
Every claim
cited to the exact page
The platform

From question to deliverable

Each tool stands alone. Together they carry a hard accounting question from first research to the memo, footnote, schedule, and policy your auditors will read.

ResearchIQ

Research that reads the file like a senior

Works like a senior reviewing the file

Plans the research, fans out in parallel, crosses standards when the question does. A replacement-award question pulls the share-based payment guidance on its own.

Citations you can click

Every claim carries a pill that opens the handbook at the exact page with the supporting text highlighted.

Divergence surfaced, not averaged

When the Big 4 read a judgment area differently, the answer shows the positions side by side.

LIVE SESSION
Researching across standards where the question crosses them
Business combinationsKPMG §11.15EY BC 4.2
Share-based paymentsKPMG §3.4PwC 4.7
Synthesis: replacement awards split between consideration and compensation by the greater-of service ratio, worked with your numbers.
Citations verified against source text before display
MemoIQ

From what happened to an audit-ready memo

Describe-first intake

Explain what happened or drop in the agreement. The AI infers topics, scopes issues, and extracts the fact pattern.

Autopilot with judgment stops

The memo drafts issue by issue. Threshold calls pause for you, or autopilot decides and flags each assumption in the margin.

AI review as tracked changes

Edits arrive as redlines with Accept and Reject, never silent mutations. Missing facts become questions that tailor the memo when answered.

Auditor comments, answered

Export to Word, import the auditor's comments back in, and return a response copy with your edits as redlines.

AUTOPILOT BUILD
Does the contract contain a lease?Concluded
Lease classificationConcluded
Discount rateAssumption flagged
Sale-leaseback assessmentDrafting
Needs a fact: What is the lease commencement date? Answer here and the conclusion tailors itself.
Trust

Built to be checked, and to stay yours

Verified before you see it

A second model checks every citation against its source text and strips what it cannot support.

Nothing mutates silently

AI edits arrive as tracked changes and margin comments. You accept or reject every one.

Auditable outside the app

Word exports carry numbered references with quoted sources, so the work stands on its own.

Your work stays yours

Segregated per account, encrypted, and never used to train AI models. Uploads self-delete in 24 hours. How we protect your work.

DisclosureIQ

Footnotes drafted against the requirements

Point-and-click intake

Pick the topic and click through a short questionnaire. The draft is tailored to your situation before it is written.

Modeled on real filings

The AI searches EDGAR itself for comparable companies and models the footnote on how they actually disclose it. Your facts, their conventions.

A requirement-by-requirement checklist

Every draft ships with coverage against the disclosure requirements: met, needs a detail from you, or not applicable.

COVERAGE CHECKLIST
Note: Leases, modeled on 3 peer 10-Ks
Lease cost componentsmet
Maturity analysis, next five yearsmet
Weighted-average discount rateneeds your rate
Sale-leaseback disclosuresmet
Related-party leasesnot applicable
ScheduleIQ

Schedules that foot

Describe the arrangement in plain words and get an Excel-ready schedule: lease amortization, debt EIR walks, SBC rollforwards. The AI extracts the inputs and cites the governing guidance; a deterministic engine computes every number, so the workbook foots to the penny.

TaxIQ

What is TaxIQ?beta

The same research engine pointed at federal tax law. Conclusions cite the exact IRC section and Treasury Regulation, with the source text one click away, and the corpus grows through the beta.

Try TaxIQ in beta
Workflow

How to go from accounting question to documented conclusion

  1. Research

    Ask in plain English. Get a cited, verified answer applied to your facts.

  2. Document

    Turn the conclusion into an audit-ready memo with tracked-change review.

  3. Disclose

    Draft the footnote against the requirements, modeled on peer filings.

  4. Codify

    Lock the treatment into a versioned, exportable policy manual.

FilingsIQ runs alongside every step, benchmarking your treatment and language against what comparable companies actually filed.

Pricing

Priced like a tool, not a consultant

Every plan includes all seven tools at full quality (TaxIQ in beta). Ask follow-ups, request tables, push back on an answer: all part of one research session. On paid plans, memos, disclosures, policies, and schedules never count.

Free
$0

See the real thing

  • One full research session, cited and verified
  • One memo, one disclosure, one policy, two schedules to try
  • Word and Excel export
Start free
Most popular
Professional
$149 per month

or $1,490/yr — 2 months free

Less than one consultant hour

  • 20 research sessions a month — follow-ups never count
  • Unlimited memos, disclosures, policies, and schedules
  • Autopilot memo builds and AI review
  • Word export, auditor comments answered in redlines
Upgrade to Professional
Enterprise
$399 per month

or $3,990/yr — 2 months free

For heavy caseloads and firms

  • Unlimited research sessions
  • Everything in Professional
  • Priority support
Upgrade to Enterprise

Paid plans renew on your chosen term — monthly or annually (two months free) — until canceled. Cancel anytime in Settings, in two clicks; you keep access through the period you paid for. All purchases are final. No credit card required to start.

Hard questions move faster when every answer carries its sources

No credit card required

What is GAAP IQ?

GAAP IQ is an AI platform for technical accounting. It answers US GAAP research questions with page-level citations to Big 4 interpretive handbooks plus FASB and SEC sources, then drafts what follows the research: audit-ready memos, footnote disclosures, Excel-ready schedules, and versioned accounting policies.

FAQ

Common questions

What is GAAP IQ?

GAAP IQ is an AI platform for technical accounting. It answers US GAAP research questions with page-level citations to Big 4 interpretive handbooks plus FASB and SEC sources, then drafts what follows the research: audit-ready memos, footnote disclosures, Excel-ready schedules, and versioned accounting policies.

How does GAAP IQ cite its sources?

Every claim in an answer carries a citation that opens the handbook at the exact page with the supporting text highlighted. Before an answer is shown, a verifier model checks each citation against its source text and strips anything it cannot support.

How are answers produced?

Answers are retrieved from named authoritative sources: Big 4 interpretive handbooks alongside FASB and SEC EDGAR materials, and for tax, the Internal Revenue Code and Treasury Regulations. An independent verification pass then checks every citation against its source text before the answer is displayed, and every citation stays clickable down to the page level.

Is my data used to train AI models?

No. Customer content is never used to train AI models. Requests are routed to model providers under zero-data-retention arrangements, work is segregated per account and encrypted, and uploaded documents self-delete within 24 hours.

What does GAAP IQ cost?

The Free plan is $0 and includes one full cited research session plus drafts in each tool to try: one memo, one disclosure, one policy, and two schedules. Professional is $149 per month — or $1,490 per year (two months free) — with unlimited memos, disclosures, policies, and schedules plus 20 research sessions each month. Enterprise is $399 per month — or $3,990 per year — with unlimited research sessions and priority support. No credit card is required to start.

Does GAAP IQ cover ASC 606 and ASC 842?

Yes. The corpus spans the major ASC topics, including revenue recognition under ASC 606 and leases under ASC 842, drawn from Big 4 interpretive handbooks with tens of thousands of searchable guidance passages — and it keeps growing.

What is TaxIQ?

TaxIQ, currently in beta, is the same research engine pointed at federal tax law. Conclusions cite the exact section of the Internal Revenue Code and the Treasury Regulations, with the source text one click away.

Who is GAAP IQ for?

Accountants, controllers, and auditors who handle technical accounting: researching a complex transaction, documenting the conclusion in a memo, drafting the footnote, building the supporting schedule, and codifying the policy.

Can I rely on the output for professional decisions?

Treat it as a research starting point, not professional advice. Every conclusion carries clickable citations so a qualified professional can verify it, and Word exports include numbered references with quoted sources so the work can be checked outside the app.