Financial AI
Confidential AI for advisors and accountants
Private AI for financial advisors, accountants, and bookkeepers. On a local install, client financial data stays on hardware you control.
Why Private AI for Financial
Client financial data — tax returns, account statements, investment portfolios — is highly sensitive. Cloud AI services process data on external servers, creating compliance and confidentiality risks.
“Welcome to your private financial AI assistant. All client financial data stays on YOUR server — nothing is sent to external services.”
What Your AI Can Do
Try These Prompts
Here are example conversations to get you started with your financial AI assistant.
“Summarize the key figures from this financial statement”
“Compare this quarter's P&L to last quarter and highlight changes”
“Draft a client letter explaining their tax situation”
“Review this expense report and flag anything unusual”
“What tax deductions might apply to a home-based business?”
“Create a summary of this client's financial position”
Recommended Models
The installer auto-detects your hardware and picks the best model. Here's what works best for financial.
8 GB RAM
qwen3:4b
Fast document summarization
16 GB RAM
deepseek-r1:8b
Strong math and reasoning for financial analysis
32+ GB RAM
qwen3:32b
Complex financial modeling and analysis
Security & Compliance Checklist
I configure these security hardening steps during your setup session.