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.
Busy season pressure compounds the problem. When you have 80 clients all filing within a 6-week window, the volume of correspondence, document review, and client management becomes overwhelming. The temptation to use any tool that speeds things up is real - but the risks do not go away because you are rushed.
How Skales helps accountants
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.
Example: Tax season communication
You ask: "Draft a client letter explaining the new R&D tax credit changes effective April. Plain English, not technical jargon. Include what action they need to take and by when."
Skales: A clear, jargon-free client letter with a plain summary, action required, and deadline highlighted.
You ask: "I have 15 clients who haven't submitted their year-end information yet and we're 3 weeks from the deadline. Draft a polite but firm reminder email."
Skales: A professional chase email that is direct without being aggressive. States the deadline clearly and what happens if they miss it.
You ask: "Summarise the key points from this 40-page annual report for my pre-meeting brief. Focus on revenue trends, major cost changes, and anything unusual."
Skales: A one-page pre-meeting brief with the figures that matter, flagged anomalies, and talking points.
“I can finally process client financials with AI and not lose sleep about who else is reading them.”
Free for personal use. Windows and macOS. No account required.
Also see: AI for Lawyers · Privacy & GDPR · Download