‹ All industries Vault for Accounting

Private intelligence
for your practice.

Put AI to work on your clients' books, returns, and financials, without ever handing them to Big Tech. Vault drafts returns and workpapers, reconciles the books, and chases missing documents, running entirely inside your firm where client financials never leave your control.

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Vault Workspace · Brightledger CPAs ● On your hardware
Nguyen-LLC-2025-statements.pdfReconcile these against the general ledger and flag every discrepancy before we file the return.
Reconciled 1,204 transactions: 7 discrepancies flagged, 2 likely duplicate vendor payments, $4,180 in uncategorized expenses sorted, and a review workpaper attached for your sign-off.
Message your private AI…
100%
Private to your firm
0
Client books sent to Big Tech
24/7
Bookkeeping & prep
$0
Per-use AI cost
The problem

The tools that save the most time are the ones you can't use.

AI can erase hours of bookkeeping, tax prep, and document chasing. But the moment a client's books go into OpenAI or Anthropic, they're on someone else's servers, a confidentiality breach no firm can risk. So the work that could save your busiest season stays manual.

What your private AI does

A staff accountant that runs 24/7,
and gets sharper every close.

Tax prep
Returns & workpapers.
Drafts returns and supporting workpapers from client documents. Your preparers review and sign, they don't start from a blank form.
Bookkeeping
Reconcile & categorize.
Reconciles accounts, categorizes transactions, and flags anomalies so the books are close-ready, not a month-end scramble.
Client comms
Documents & deadlines.
Chases missing documents, answers routine client questions, and keeps every deadline moving without staff babysitting it.
Advisory
Planning & memos.
Drafts planning memos and turns the numbers into the advisory insights clients actually pay for.
How it works

You own it. We run it.
The AI does the work.

01
It's yours
We set up a private AI system dedicated to your firm. We operate it; you own it. No shared infrastructure, no SaaS provider access.
02
Your data stays home
Everything runs inside your firm. Nothing is ever sent to OpenAI, Anthropic, Google, Microsoft, or AWS, there's no outbound path for client data to take.
03
The AI does the work
It plugs into the systems you already use, reads client books, and drafts the work, like a staff accountant who never sends a file off-site.
Public AI vs. your Vault

There's only one safe way
to use AI in accounting.

 
Public AI (Co-Pilot, Claude)
Your Vault
Client books
Leave your control
Never leave your firm
Confidentiality
Your liability
Private by design
Cost
Per-seat, per-use, forever
Flat. You own it.
The work
You copy, paste, and prompt
It reads and acts for you

In accounting, there's only one safe way to use AI: own it, don't rent it.

Three ways to own it. Never metered.

Vault Gold
Vault Gold
Own the GPU. Bare metal.
$10K provisioning + $599/mo
Reserve a vault
Vault Workspace
Vault Workspace
The full private workspace.
$10K provisioning + $999/mo
Reserve a vault
Vault Workspace+
Vault Workspace+
Outcome-focused. Includes CRM.
Contact Us
Reserve a vault

Put AI on your firm's
busiest season.

Reserve a vault and we'll have a private AI running inside your firm, or explore how it fits other industries.

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