AI KNOWLEDGE SYSTEMS FOR PROFESSIONAL SERVICES

Your Firm's Knowledge.
Instantly.

Your Firm's Knowledge.
Instantly.

Purpose-built AI knowledge agents for accounting and financial services firms.

Book A Free Call

Book A Free Call

PERFORMANCE

9% → 41%

AI adoption in accounting firms in just one year

7.5 Days

Faster monthly close for AI-enabled accountants

7.5 Days

Faster monthly close for AI-enabled accountants

50-70%

Of firms plan to increase AI investment this year

WHAT WE BUILD

AI Knowledge Systems For Your Firm

Search your methodology guides, compliance policies, and engagement procedures — in seconds, with cited sources.

Firm Methodology

Compliance

GAAP & Standards

Tax Research

Automate Repetitive Tasks

Eliminate time-consuming manual tasks by automating repetitive workflows. Free your team to focus on high-value work while reducing operational costs.

Firm Methodology

Compliance

GAAP & Standards

Tax Research

Automate Repetitive Tasks

Eliminate time-consuming manual tasks by automating repetitive workflows. Free your team to focus on high-value work while reducing operational costs.

AI-Augmented Workflows

We map your firm's existing processes — from audit workpaper review to client advisory prep — and embed AI at the points where your team loses the most time. No disruption to what already works.

AI-Augmented Workflows

We map your firm's existing processes — from audit workpaper review to client advisory prep — and embed AI at the points where your team loses the most time. No disruption to what already works.

Search…

Recent Queries

Section 179 Deduction Limits

ASC 842 Lease Classification

State Nexus Requirements

Monitoring & Optimization

Track how your AI agents perform with a real-time dashboard. See what your team is asking, measure accuracy, and continuously improve as your knowledge base grows and regulations change.

Search…

Recent Queries

Section 179 Deduction Limits

ASC 842 Lease Classification

State Nexus Requirements

Monitoring & Optimization

Track how your AI agents perform with a real-time dashboard. See what your team is asking, measure accuracy, and continuously improve as your knowledge base grows and regulations change.

Search…

Recent Queries

Section 179 Deduction Limits

ASC 842 Lease Classification

State Nexus Requirements

Monitoring & Optimization

Track how your AI agents perform with a real-time dashboard. See what your team is asking, measure accuracy, and continuously improve as your knowledge base grows and regulations change.

WHY NOVAHEIM

Built For How Your Firm Actually Works

Built for the way regulated firms actually operate.

Cited, Not Guessed

Every answer links back to the source — your tax code, GAAP standards, or internal methodology docs. Your team verifies in seconds, not hours. No hallucinations. No blind trust.

Cited, Not Guessed

Every answer links back to the source — your tax code, GAAP standards, or internal methodology docs. Your team verifies in seconds, not hours. No hallucinations. No blind trust.

Your Firm's Knowledge, Not Generic AI

Trained on your engagement letters, your workpapers, your internal policies. The agent answers like a senior associate who's been at your firm for 10 years — because it learned from the same materials.

Your Firm's Knowledge, Not Generic AI

Trained on your engagement letters, your workpapers, your internal policies. The agent answers like a senior associate who's been at your firm for 10 years — because it learned from the same materials.

Stays Current as Regulations Change

Tax codes update annually. GAAP standards evolve. Your AI agent evolves with them. We keep your knowledge base current so your team always works from the latest guidance — not last year's.

Stays Current as Regulations Change

Tax codes update annually. GAAP standards evolve. Your AI agent evolves with them. We keep your knowledge base current so your team always works from the latest guidance — not last year's.

PROCESS

From First Call To Live Agent In Weeks

A clear, low-risk path to putting your firm's knowledge to work

STEP 1

STEP 2

STEP 3

01

Discovery Call

We learn how your firm operates — where your team spends time searching for answers, which knowledge sources they rely on, and where bottlenecks slow down client work. You walk away with a clear picture of your highest-ROI AI opportunity, whether or not you move forward with us.

STEP 1

STEP 2

STEP 3

01

Discovery Call

We learn how your firm operates — where your team spends time searching for answers, which knowledge sources they rely on, and where bottlenecks slow down client work. You walk away with a clear picture of your highest-ROI AI opportunity, whether or not you move forward with us.

HOW WE WORK

Tailored For
Accounting and Financial Services

Every engagement begins with understanding your firm. From there, we build what matters.

AI Knowledge Audit

Book a Call

Knowledge Agent

Book a Call

Backend Workflows

Book a Call

INTEGRATIONS

Works with Tools Your Firm Already Uses

Your AI knowledge agent connects directly to your existing practice management, document storage, and cloud platforms — no migration required

COMPARISON

Purpose-Built vs Generic

See how we compare against others in performance, growth

See how we compare against others in performance, growth

Trained on your firm's actual documents and standards

Every answer cited back to the source document

SOC 2 Type II certified with private cloud deployment

Knowledge base updated as tax codes and regulations change

Integrates with your existing practice management and document tools

Generic AI Tools

Answers based on general internet knowledge, not your firm's data

No citations or sources — you have to verify everything yourself

Shared infrastructure with unclear data handling policies

Frozen in time — no awareness of regulatory updates

Standalone tool that doesn't connect to your firm's systems

ABOUT

Meet the Founder

Seven years in sports analytics. B.S. Statistics. Datalumina Certified AI Engineer.

Now building AI knowledge systems for the firms that need them most.

Bradley Behan

Founder & CEO

user pic

CONTACT US

Ready to Start?

Stop Searching. Start Asking.

See how your team could access your firm's entire knowledge base in seconds.

Book A Free Call

CONTACT US

Ready to Start?

Stop Searching. Start Asking.

See how your team could access your firm's entire knowledge base in seconds.

Book A Free Call

CONTACT US

Ready to Start?

Stop Searching. Start Asking.

See how your team could access your firm's entire knowledge base in seconds.

Book A Free Call

FAQ'S

Frequently Asked Questions

Common questions from managing partners, COOs, and firm leaders evaluating AI

What types of knowledge can the AI agent access?

Your agent can be trained on any documents your firm uses — tax code and IRS publications, GAAP and FASB standards, internal methodology guides, engagement letter templates, compliance policies, audit workpaper procedures, and more. If your team references it, the agent can search it and deliver cited answers in seconds.

How do you handle data security and client confidentiality?

We take this seriously. Our infrastructure is SOC 2 Type II certified. Your data is hosted on a private, dedicated cloud environment — never shared with other clients. And critically, no client data is ever used to train AI models. Your firm's information stays yours. We're happy to walk through our security practices in detail on a call.

Does my team need technical skills to use this?

Not at all. Your team interacts with the agent the same way they'd ask a colleague a question — in plain English. If they can type a question into a search bar, they can use the agent. We handle all the setup, training, and optimization behind the scenes.

What happens when tax codes or regulations change?

We update your knowledge base as regulations evolve — new IRS guidance, GAAP amendments, state-level changes. Your agent always reflects the latest standards so your team never works from outdated information. This is part of our ongoing support, not an extra charge.

Will this integrate with the tools our firm already uses?

Yes. We integrate with the practice management software, document management systems, and cloud platforms your firm already relies on — including SharePoint, Google Workspace, and common accounting platforms. No rip-and-replace required.

How long until our team is using the agent?

Most firms have their first knowledge agent live within 4–6 weeks. That includes discovery, building and testing the agent against real questions from your practice, and training your team. We start with one high-impact use case and expand from there.

FAQ'S

Frequently Asked Questions

Common questions from managing partners, COOs, and firm leaders evaluating AI

What types of knowledge can the AI agent access?

Your agent can be trained on any documents your firm uses — tax code and IRS publications, GAAP and FASB standards, internal methodology guides, engagement letter templates, compliance policies, audit workpaper procedures, and more. If your team references it, the agent can search it and deliver cited answers in seconds.

How do you handle data security and client confidentiality?

We take this seriously. Our infrastructure is SOC 2 Type II certified. Your data is hosted on a private, dedicated cloud environment — never shared with other clients. And critically, no client data is ever used to train AI models. Your firm's information stays yours. We're happy to walk through our security practices in detail on a call.

Does my team need technical skills to use this?

Not at all. Your team interacts with the agent the same way they'd ask a colleague a question — in plain English. If they can type a question into a search bar, they can use the agent. We handle all the setup, training, and optimization behind the scenes.

What happens when tax codes or regulations change?

We update your knowledge base as regulations evolve — new IRS guidance, GAAP amendments, state-level changes. Your agent always reflects the latest standards so your team never works from outdated information. This is part of our ongoing support, not an extra charge.

Will this integrate with the tools our firm already uses?

Yes. We integrate with the practice management software, document management systems, and cloud platforms your firm already relies on — including SharePoint, Google Workspace, and common accounting platforms. No rip-and-replace required.

How long until our team is using the agent?

Most firms have their first knowledge agent live within 4–6 weeks. That includes discovery, building and testing the agent against real questions from your practice, and training your team. We start with one high-impact use case and expand from there.

FAQ'S

Frequently Asked Questions

Common questions from managing partners, COOs, and firm leaders evaluating AI

What types of knowledge can the AI agent access?

How do you handle data security and client confidentiality?

Does my team need technical skills to use this?

What happens when tax codes or regulations change?

Will this integrate with the tools our firm already uses?

How long until our team is using the agent?