Client data on your machine.
Deadlines under control.
A local AI assistant for accounting professionals. Document processing, client letters, and deadline management - with client financial data processed entirely on your machine.
The reality
Accountants handle the most sensitive financial information their clients possess. Tax returns, balance sheets, bank statements, and P&Ls contain data that must be handled with strict confidentiality. Using cloud AI tools to process that data creates real professional and regulatory risk.
How Skales helps
Document processing and client communication - without the data risk.
Document summarisation
Paste a financial statement, contract, or long client document and ask Skales to extract the key figures, identify anomalies, and produce a summary ready for review or client discussion.
Client letters and communications
Draft tax advice letters, engagement letters, fee proposals, and deadline reminders. Describe the situation and the key points; Skales writes professional, clear client communication in your firm style.
Deadline tracking and reminders
Tell Skales about upcoming filing deadlines and client status. It helps you draft the reminder emails, identify which clients need chasing, and structure your workload for the week ahead.
No per-query billing
Processing 200 client documents in tax season? Cloud AI charges per token. Skales brings your own API key at provider rates - or use Ollama for free. No surprise bills at the end of busy season.
Client financial data stays local
Balance sheets, P&Ls, bank statements, and tax returns contain highly sensitive information. Processing them locally means no third-party data processor, no cloud storage of client financials.
Meeting prep and work papers
Paste your notes before a client meeting and Skales helps structure your agenda and talking points. After the meeting, paste rough notes and it drafts the action summary and follow-up email.
“I can finally process client financials with AI and not lose sleep about who else is reading them.”