Promptev enables AI for accounting firms teams that assist with financial analysis, reporting, compliance checks, and document processing. As a finance AI platform, Promptev connects with financial systems and internal data sources to deliver faster insights, reduce manual work, and support modern workflows.
Half of all finance teams take longer than a week to close the books. Cash reconciliation alone eats 30+ hours every month. The data exists — it's just scattered across 5 different systems.
Your team pulls numbers from spreadsheets, emails, and shared drives — then reformats everything manually. By the time the report is done, the data is stale.
When auditors need a specific receipt, policy, or contract from 2 years ago, someone spends hours digging through shared drives and email chains.
AI pulls invoices from your connected email and shared drives, then extracts structured data — amounts, dates, vendors, line items — from hundreds of documents in parallel. Results go straight into Google Sheets or Airtable. OCR handles scanned documents in 100+ languages.
AI reads your spreadsheets, summarizes key numbers, and delivers reports on a schedule you set — daily, weekly, or monthly. Results are sent to Slack or email automatically. No manual data pulling, no stale reports.
When auditors ask questions, AI searches across your entire document library — contracts, receipts, policies, memos, spreadsheets — and returns exact answers with the source document, page, and section cited. No more digging through shared drives.
Ask questions across all your financial data in plain language. "What was our total spend with Vendor X last quarter?" "Which contracts have payment terms over 60 days?" AI searches spreadsheets, invoices, contracts, and policies simultaneously — with source citations on every answer.
Define the steps in plain language. Attach the tools. Choose a trigger. AI executes the entire workflow — with approval controls on every action.
Link the apps your team already uses — Google Drive, Slack, Jira, HubSpot, and more. One-click OAuth, no engineering needed.
Choose which folders, spaces, or projects matter. Promptev builds a live knowledge base that stays in sync automatically when files change.
Your team chats with an AI that knows your data, speaks your language, and takes action across your connected tools.
Connect your tools and let AI extract, search, and report across all your financial documents.
Yes. AI uses OCR to extract structured data — amounts, dates, vendors, line items — from scanned documents in 100+ languages. Results go directly to Google Sheets or Airtable.
Set a schedule (daily, weekly, monthly) and AI reads your spreadsheets, calculates key metrics, and delivers reports to Slack or email automatically. No manual data pulling.
Yes. Deploy a private chatbot with email-gated access. Auditors ask questions in plain language and get answers with the exact source document, page, and section cited. No digging through shared drives.
All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Your data is never used for model training. BYOK means your LLM keys stay under your control. Full audit trail on every action.