The AI Operating System for CPAs
A blueprint for automating core workflows while elevating strategic advisory
Challenges
Challenges Facing CPA Firms
1
Time Pressure
Time Pressure
Strict deadlines and rapid regulatory processes demand streamlined workflows and swift decision-making.
Strict deadlines and rapid regulatory processes demand streamlined workflows and swift decision-making.
2
Quality Gaps in Outsourcing
Outsourced due diligence and analytical services often yield inconsistent results, potentially impacting critical transactions.
3
Overloaded Junior Teams
Extensive due diligence and data analysis tasks burden junior staff, limiting capacity for strategic insights.
3
Fragmented Data Infrastructure
Lack of integrated automation and unified data hampers real-time insights and agile deal execution.
CPA firms need robust automation and unified data to stay competitive, profitable, and attract top talent.
Services
At Daneel, we redefine what a CPA firm can be
Not just a compliance gatekeeper, but a proactive partner delivering actionable guidance for modern businesses.
Quality of Earnings
Delivers near-audit accuracy in record time, freeing you to focus on high-level analysis
Audit Automation
End-to-end validation from ERP inputs to sourced documents
Tax Automation
Auto-file with VeriLedger to reduce compliance headaches
Transaction Diligence
Pulls and reconciles data from ERPs & documents, ensuring total clarity for M&A, due diligence, or deal structuring
Advisory Dashboards
Offer clients a live snapshot of KPIs, margin performance, and deal metrics—reinforcing your value as a strategic advisor
Automation Framework
Ensures a consistent and tamper-proof record, forming the backbone for everything from compliance to predictive analytics
Powerful Agents
Daneel's service layer gives CPA access to powerful agents
Foundational Layer
VeriLedger
Artificial Intelligence
Team of AI Agents
AdjusterAgent
Anomaly Agent
Fixed Cost Agent
Forecast Agent
Variance Agent
Enrichment Layer
Daneel's CPAs
Service Layer
Accounting Firm
Technology
Daneel's Earnings Mining Platform
Our platform combines advanced technology with the expertise of seasoned CPAs to provide clear, detailed insights into your key growth and cost drivers. Make informed decisions with data you can trust.
Core Differentiators
Our Core Differentiators:
Impact, Speed and Data Mastery
Impact, Speed and Data Mastery
Monthly Impact & Outcomes
We provide clear, ROI-focused reports that highlight accomplishments and uncover new growth opportunities.
Speed & Accuracy Through Technology
Our proprietary automation streamlines workflows, reduces errors, and frees CPAs to deliver faster, higher-value services.
Complex Data Mastery
We excel at managing multi-entity structures, siloed data, and global consolidations with rigorous quality controls for accurate results.
Contact us
Schedule an introduction call with Jeffrey Bowley, CPA