‹ 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 public AI, 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.

Vault Sovereignty

One workspace to run your entire practice.

LEDGER & WORKPAPER INTAKE BATCH PROFILES & SCHEDULING TAX & AUDITING FOUNDER-GRADE ADVISORY RECONCILIATION & BALANCE SHEETS REGULATORY & COMPLIANCE SOVEREIGN FRONTIER INTELLIGENCE PRIVATE CLOUD

Same brain. Rising intelligence.

Your whole practice as one living brain, private, owned, and pointed at the work that matters.

Sovereignty
Vault Team
"Give my practice a private brain."
One office.
An accounting firm, CPA practice, or tax advisory with 5–150 people, AI that stays inside your walls.
$10K setup + $999/mo
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See what's included
  • Your whole team on one private brain
  • Your core apps connected: email, files, and records
  • Draft, find, and answer across every ledger and engagement you own
  • Recurring tasks that run on their own: reminders, summaries, and follow-ups
  • Open models, tuned for everyday speed
Who it fitsA CPA firm, bookkeeping practice, or tax boutique with 5–150 people, ready to run on AI without sending anything to the cloud.
Most Popular
Sovereignty
Vault Pro
"Run every client on it."
The whole firm.
A regional or national firm, PE-backed practice, or multi-office CPA group, every team on one brain.
$40K setup + $3,999/mo
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See what's included
The entire firm on one brain. People, records, communication, and operations, together in one place.
Larger Open Models
More capable, for deeper reasoning across the firm.
Who it fitsA multi-office accounting firm, regional CPA group, or PE-backed practice. Every location runs on the same Vault instead of a separate tool per branch.
Sovereignty · Superintelligence
Vault Enterprise
"A compounding edge for the firm."
Superintelligence.
The most powerful models on earth. Private, owned, and pointed at your competition.
Contact usStarting at $12,999/mo
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See what's included
For the firm that plans to win. It runs the frontier models themselves, private to you. You stay ahead of everyone who can't run them.
Open Frontier Models
The largest open models, private to you.
Who it fitsA national accounting firm treating close-speed and accuracy as its edge, with every location and team live at once.
Most practices start with one team, then grow to run the whole firm on it.

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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