Augmented Accounting Intelligence

Lead your firm confidently into the AI era. Every workflow, engagement and document in an adaptive environment.

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The complete accounting workspace

Eliminate fragmented processes once and for all.
Accrual adapts to your workflows, integrating seamlessly with your established tools to preserve context and end tedious reconciliations.

Plan

Manage engagements across clients, organize issue lists, assign staff, and stay ahead of due dates so teams begin with clarity and direction.

Ingest

Extract financials, collect supporting documents, and route everything through a secure client portal for clean intake.

Process

Sanitize files, map accounts, categorize transactions, and surface data exceptions that need attention.

Analyze

Ask questions about any client, search their records, trace every answer, clarify details, and access reliable information instantly.

Review

Check compliance, confirm accuracy, resolve open items, log approvals, and maintain a complete audit trail.

Report

Prepare returns, assemble supporting schedules, verify form consistency, and deliver complete packages to clients and regulators.

Analyze

Ask questions about any client, search their records, trace every answer, clarify details, and access reliable information instantly.

Review

Check compliance, confirm accuracy, resolve open items, log approvals, and maintain a complete audit trail.

Report

Prepare returns, assemble supporting schedules, verify form consistency, and deliver complete packages to clients and regulators.

Full control, total visibility

Peek inside the black box.
Accrual provides complete transparency into how your workflows operate, keeping you firmly in control.

Generate

Automatically draft complete returns in minutes, with every worksheet field traced to its source document for full auditability.

Review

See exactly how each value was derived, navigate source citations, assign follow-ups and sign off with confidence. No guesswork required.

Iterate

Turn review notes into instant fixes. Our agent reclassifies K-1s, adds schedules and previews each change before it goes in.

Designed to comprehend, not just collect

Understand your data.
Accrual’s structured architecture transforms disconnected information into actionable insights for smarter tax and assurance decisions.

Request

Generate dynamic client binders that adapt to each client’s prior year data, requesting only what’s needed for this year’s return.

Respond

Guide clients through exactly what you need with a modern portal that brings documents, answers and updates straight into the return.

Process

Clients can email your firm’s Accrual address and we handle the rest. We extract the information, identify tax notices and place each document exactly where it belongs.

Expand your reach, elevate your relationships

Let your talent do what AI can’t.
Accrual automates routine tasks on an unprecedented scale, enabling your team to invest in strategic engagements, deepen client relationships and accelerate your firm’s growth.

Roll Forward

Connect directly with your tax engine to import prior-year data or export finalized returns, keeping your tax engine and the Accrual workspace aligned.

Compare

Generate year-over-year return comparisons with explanations for every change, helping reviewers deliver deeper client insight.

Share

Export an audit-ready PDF containing client documents, binder responses, review notes and sign-offs, ready to store or send.