A private, AI-powered platform for your family's financial legacy. Every document, entity, and decision — preserved and protected.
what it does
From document intake to K-1 generation. Every step flows through intelligent pipelines that learn your business.
Deterministic calculations. AI interpretation. K-1 generation, multi-entity P&L, and proactive advisory with human approval.
7+ LLCs tracked automatically. Every transaction, document, and email routed to the right entity with learned confidence.
Scan, OCR, classify, and extract. Tax forms, contracts, receipts — processed and linked to your entity graph in seconds.
Gmail sync with a 7-stage pipeline. Emails parsed, classified, linked to people and companies, surfaced with AI action items.
the pipeline
the architecture
Private inference on your own GPU. No data leaves your network.
Everything connects to everything. One universal registry.
AI learns your patterns. Routes get smarter over time.
Row-level security. Encrypted fields. Full audit trail.
Hours of manual work become minutes of intelligent automation.