Custom GPTs & RAG Systems for Accounting & CPA
Retrieval-augmented systems and custom GPTs grounded in your own documents and data — accurate, cited, and private. Engineered for accounting & cpa teams.
Accounting & CPA teams don't need a generic vendor — they need custom gpts & rag systems built around how they actually operate. Retrieval-augmented systems and custom GPTs grounded in your own documents and data — accurate, cited, and private.
Busy season means chasing clients for documents, re-keying data, and tracking work across spreadsheets. Capacity is capped by manual effort.
- 01Blueprint the knowledge sources, access rules, and accuracy bar.
- 02Prototype retrieval quality on real questions before scaling.
- 03Forge ingestion pipelines, vector stores, and grounded generation with citations.
- 04Harden with evals, access control, and a refresh pipeline.
- Custom GPT configuration & deployment
- RAG knowledge-base architecture
- Document ingestion pipelines
- Semantic & hybrid search
- AI over your internal data
- Vector DB setup (Pinecone, Weaviate)
- Fine-tuning & prompt engineering
- Multi-source knowledge retrieval
What you can expect
Questions, answered straight
Client portals, document management, and workflow tools that eliminate the manual chase during every busy season. We bring custom gpts & rag systems depth to those exact systems rather than retrofitting a template.