Bring AI to the work
between workflows
Research, reporting, analysis, and automation, connected to the context and systems your firm already uses
One platform under every engagement
The systems your firm already runs connect in, and every engagement works from the same client context
GL/ERP
CRM
Platform
Keep client work connected
Give clients flexible ways to send what your team needs, without losing track of what came in or where it belongs
Request, collect, and sign in one place
Give clients one place for document requests, reminders, uploads, and signatures
Auto-file client email
Client emails and attachments are matched to the right client and added to their files
Start with the full context
Client facts, documents, prior work, and firm knowledge are already available to Arc
Do more at once
Run research, analysis, preparation, and other tasks across engagements at the same time
Make it recurring
Define the work once, then run it on a schedule with the same context and instructions
Fit to your tech stack
Connect the tax, CRM, document, workflow, billing, and time systems your firm already uses
Connect the workflows you already run
Work across firm systems without manual exports and copy-paste
Build on the API
Access client and engagement data to build internal workflows around your firm
Bring Accrual into your AI tools
Give compatible AI tools structured access to Accrual data and context through MCP
Built for trust
Enterprise-grade security, privacy, and controls for your firm and its clients
SOC 2 Type II
Audited by a top-tier firm, with regular penetration tests and reports available upon request
Your data stays yours
We never train models on your inputs, outputs, or documents, and never sell or share your firm’s information
U.S.-only data residency
Customer data is stored only in the United States, with TLS in transit and AES-256 encryption at rest
Every step on the record
AI-assisted steps show their sources, changes, and rationale, with end-to-end logs of access and changes
