Advisory & consulting

Accounting advisory tools that cite the exact page

Senior-level output across every client: cited research, memos reviewed in redlines, and policy manuals with the guidance pinned to the page your client's auditor will ask about.

CLIENT CASELOAD
CLIENT ONE
Revenue memo in review: AI edits arrived as tracked changes, senior accepting each one
CLIENT TWO
Lease schedule delivered: the workbook foots to the penny
CLIENT THREE
Revenue policy chapter approved: the manual is now at v3
One desk, three deliverablesEvery claim cited
Citations verified against source text before display
The caseload

Every client expects the partner's answer

Advisory margins live on leverage, and leverage breaks when every hard question waits for a senior. GAAP IQ moves the searching to agents and leaves the judgment where it belongs.

Senior-level output across many clients

An orchestrator plans each research question, parallel agents sweep 27 Big 4 handbooks plus FASB and SEC sources, and a verifier strips any citation the source text cannot support. Answers open with the bottom line, so review starts at the conclusion, not the search history.

Leverage on junior staff

Juniors bring back cited positions instead of search results. Decision trees walk structured classification tests, threshold calls pause for a reviewer, and autopilot flags every assumption in the margin where a senior can see it.

Citations the client's auditor will probe

Every claim carries a pill that opens the handbook at the exact page with the supporting text highlighted. When the Big 4 read a judgment area differently, the positions appear side by side, not averaged into a consensus that exists nowhere.

THE LEVERAGE LOOP
01
Junior runs the research
Cited answer, verified before display
02
The memo drafts issue by issue
Guidance quoted, analysis applied, conclusion stated
03
Senior reviews the redlines
Accept and Reject on every edit, nothing mutates silently
Deliverable: a Word memo with pills like KPMG §11.15 EY BC 4.2 behind every claim, ready for the client's auditor.
Plans

Priced like a tool, not a consultant

Every plan includes all seven tools at full quality (TaxIQ in beta). On paid plans, memos, disclosures, policies, and schedules never count.

Enterprise, for heavy caseloads and firms

$399 per month, or $3,990 per year (two months free), with unlimited research sessions and priority support. Built for a desk that fields hard questions from many clients at once.

Professional, for a steady practice

$149 per month, or $1,490 per year (two months free): 20 research sessions a month, and unlimited memos, disclosures, policies, and schedules. Follow-ups inside a session never count.

Free, to see the real thing

One full research session, cited and verified, plus one memo, one disclosure, one policy, and two schedules to try. No credit card required to start.

Full detail is on the pricing page, and the FAQ covers how sessions work.

ENTERPRISE
$399per month
or $3,990 per year (two months free)
  • Unlimited research sessions
  • Everything in Professional
  • Priority support

No credit card required to start. Cancel anytime in Settings. All purchases are final.

Advising a client on their own books? See how private companies and public companies use GAAP IQ, or how audit teams use it to check positions. A worked advisory fact pattern is in the guides: the five-step ASC 606 walk for advisory fees. The full platform tour is on the AI technical accounting software page, and how we protect client work is on the trust page.

FAQ

Common questions

What do advisory and consulting firms use GAAP IQ for?

Three things, mostly: cited research across 27 Big 4 handbooks with a verifier that strips unsupported citations, client memos drafted issue by issue and reviewed as tracked changes, and per-client policy manuals built from questionnaire elections. Every conclusion carries page-level citations, so when the client's auditor probes a position, the support is one click away.

Can junior staff run research without a senior in the loop?

Juniors run the searching; seniors keep the judgment. Answers open with the bottom line and every claim carries a clickable citation, so review starts at the conclusion. In MemoIQ, threshold calls pause for a reviewer, and autopilot flags each assumption in the margin. Treat the output as a research starting point, not professional advice: a qualified professional still signs the position.

Which plan fits a firm with many clients?

Enterprise, at $399 per month or $3,990 per year (two months free), includes unlimited research sessions and priority support: it is built for heavy caseloads and firms. Professional, at $149 per month or $1,490 per year, includes 20 research sessions a month with unlimited memos, disclosures, policies, and schedules. No credit card is required to start, and you can cancel anytime in Settings.

Is client work confidential?

Yes. Your content is isolated to your account, encrypted at rest and in transit, and never used to train AI models; every AI request carries a zero-data-retention constraint enforced in code. Documents you upload are automatically deleted 24 hours later. The full posture is on the trust page.

Bring the question your client asked this morning

The free plan includes one full research session, cited and verified, plus one memo, one disclosure, one policy, and two schedules to try.

No credit card required