AdviseAI

AdviseAI is an intelligent advisory platform designed specifically for Certified Public Accountants (CPAs). It transforms financial data into actionable insights, helping accountants move beyond manual analysis to deliver high-value, data-driven client advisory services.

By integrating seamlessly with popular accounting software such as LUCA, Logo, Zirve, Micro, and Paraşüt, AdviseAI automatically analyzes client trial balances, detects financial risks, identifies cross-selling opportunities, and generates easy-to-understand dashboards.

Our platform also enables personalized communication and proactive advisory recommendations — all within a single interface.

Key Features

- Automated financial analysis from trial balances and ledgers

- AI-driven client health scores and risk alerts

- Smart detection of cross-selling and tax incentive opportunities

- Email and dashboard integration for client communication

- Scalable architecture for accounting firms and solo practitioners

With AdviseAI, accountants can save time, strengthen client relationships, and open new revenue streams through proactive advisory.

Our mission is to empower financial professionals with AI tools that simplify analysis and unlock data-driven growth.