AI Accounting Tools
Without the Risk
Automate transaction categorization, document requests, and reconciliation. All processing happens in your browser—your financial data stays private.
Upload & Process
Drop your CSV, QBO, or PDF statement
AI Categories
Powerful Features, Complete Privacy
Everything you need to automate your accounting workflow without compromising client data security.
100% Client-Side Processing
Your financial data never leaves your browser. All parsing, categorization, and export happens locally on your device.
Instant AI Categorization
Transactions are categorized in seconds using pattern matching and AI. Most transactions get 90%+ confidence scores.
Universal Format Support
Import from CSV, QBO, OFX, PDF statements from any bank. Export to QuickBooks, Xero, or Excel.
Smart Client Questions
Automatically generate questions for clients about unclear transactions. No more back-and-forth emails.
Bank Recognition
Auto-detects Chase, Bank of America, Wells Fargo, and 15+ other banks. Column mapping happens automatically.
Save Hours Every Week
Process hundreds of transactions in minutes instead of hours. Focus on advisory work, not data entry.
How It Works
From upload to export in minutes—all while keeping your data private.
Upload Your Statement
Drag and drop your bank statement. We support CSV, QBO, OFX, and PDF from 20+ major banks.
Auto-detects bank format and maps columns automatically.
AI Categorizes Locally
Our AI engine runs entirely in your browser, categorizing transactions with 90%+ accuracy.
Only anonymized patterns are used—no raw data is ever transmitted.
Review & Adjust
Verify categorizations, edit where needed, and confirm. Bulk actions make it fast.
Questions for unclear items are auto-generated for client review.
Export Anywhere
Download as QuickBooks IIF, Xero CSV, or formatted Excel. Ready for import.
Export also stays local—your data never touches our servers.
Your Data Never Leaves Your Device
Every step—from parsing to AI categorization to export—happens locally in your browser. Unlike cloud-based tools, we never see your financial data. Not during processing, not ever.
Tools That Work For You
A growing suite of AI-powered tools designed for accounting professionals.
Transaction Interrogator
AI-powered categorization of bank transactions with confidence scoring and client questions.
Document Request Generator
Automatically generate document request lists based on transaction analysis.
Bank Reconciliation Finder
Match transactions across bank and book records, highlighting discrepancies.
1099 Vendor Analyzer
Identify vendors who may need 1099s based on payment thresholds and patterns.
Chart of Accounts Mapper
Map transactions to your custom chart of accounts with AI suggestions.
Commission Calculator
Calculate real estate commissions with split tracking and 1099 prep.
Have a specific tool in mind?
Request a custom tool
Built for Firms Who Take
Security Seriously
Your clients trust you with their most sensitive data. We built SecureAI so you never have to compromise that trust.
Browser-Only Processing
All file parsing, AI categorization, and data manipulation happens in your browser using Web Workers.
PII Anonymization
When AI assistance is needed, all personal information is stripped before any external call.
Encrypted Storage
Session data is encrypted using AES-256-GCM before storing in your browser's IndexedDB.
No Data Retention
We don't store your data. When you close your browser, your financial data is gone.
SecureAI vs. Cloud-Based Tools
| Feature | SecureAI | Cloud Tools |
|---|---|---|
| Data stays in browser | Yes | No |
| No data uploaded to servers | Yes | No |
| Works offline | Yes | No |
| GDPR/CCPA compliant by design | Yes | Varies |
| No third-party data sharing risk | Yes | No |
Trusted by Accounting Professionals
See what CPAs, bookkeepers, and controllers are saying about SecureAI.
"Finally, AI tools I can actually use with client data. The local processing approach is brilliant—my clients' financial information never leaves my laptop."
Sarah Chen
CPA, Chen & Associates
"Transaction categorization that used to take me 2 hours now takes 10 minutes. And I don't have to worry about uploading sensitive data to some server."
Michael Rodriguez
Bookkeeper, QuickScale Accounting
"The auto-generated client questions are a game changer. I send them the list, they respond, and I'm done. No more endless email chains."
Jennifer Park
Controller, TechStart CFO Services
Simple, Transparent Pricing
Start free, upgrade when you need more. No hidden fees, no surprises.
Free
Try SecureAI with limited usage
- 50 transactions per session
- Basic AI categorization
- CSV export only
- Email support
Professional
For individual practitioners
- Unlimited transactions
- Advanced AI categorization
- All export formats (QBO, Xero, Excel)
- Client question generator
- Bank auto-detection
- Priority support
Team
For accounting firms
- Everything in Professional
- Up to 10 team members
- Custom category templates
- White-label exports
- API access
- Dedicated account manager
Need a custom plan? Contact us for enterprise pricing.
Ready to Transform Your Workflow?
Join hundreds of accounting professionals who save hours every week with SecureAI. Start your free trial today—no credit card required.
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