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.
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
Everything you need to automate firm operations & boost productivity
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-Agumented 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-Agumented 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
Everything you need to automate, optimize, and scale
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.
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
CONTACT US
Ready to Start?
Stop Searching. Start Asking.
See how your team could access your firm's entire knowledge base in seconds.
CONTACT US
Ready to Start?
Stop Searching. Start Asking.
See how your team could access your firm's entire knowledge base in seconds.
CONTACT US
Ready to Start?
Stop Searching. Start Asking.
See how your team could access your firm's entire knowledge base in seconds.
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?