Apricot AI. Private AI Assistants for Accountancy Firms
Turn your firm's documents, emails, spreadsheets and client files into a secure, intelligent system that works the way your team already does.
AI Designed for the Way Accountants Actually Work
Most AI tools don't understand financial documents, client files or the workflows that keep a practice moving.
Apricot AI does.
We build private, secure AI assistants that use your own templates, reports and processes — giving your team immediate insight across the financial data you already handle every day.
No complicated software.
No disruption.
Just practical automation where it genuinely counts.
What Your Private AI Assistant Can Do
Pulls answers directly from your firm's past client files — even when the data is buried in PDFs, emails or old spreadsheets.
Prepares client-ready explanations based on your templates and firm logic, not generic AI guesses.
Gives your team instant context for each client (historic decisions, recurring issues, deadlines, key docs).
Finds the right document instantly — tax returns, statements, reconciliations, working papers, PDFs.
Turns a client's messy uploads into clean, structured summaries without staff involvement.
Supports your team by handling the repetitive back-and-forth clients ask every year ("Where is my X?", "What changed since last year?", "What does this number mean?").
Everything is grounded in your documents and your way of working — not generic AI guesses.
A New Service You Can Offer Your Clients
Forward-thinking firms are now giving clients their own AI-powered financial portal.
This allows clients to:
- Upload their documents
- Ask questions about their numbers
- Get instant explanations and summaries
- Prepare for meetings without endless back-and-forth
It's branded to your firm — and many accountants are already packaging this as a new monthly service.
You stay in full control of the relationship, while Apricot AI powers the automation behind the scenes.
Why Accountancy Firms Choose Apricot AI
- Private, secure AI built around your documents
- Evidence-backed answers with clear source references
- Practical workflows, not abstract features
- Fast turnaround — days, not months
- Hands-on onboarding for early adopters
- The option to offer clients their own AI portal
It's the closest thing to having an in-house AI team — without hiring engineers.
Early Adopter Program
Bespoke development
Bespoke build based on your workflows
Early-adopter pricing
Special rates for founding clients
Priority support
Direct access to our team
Shape the future
Influence over future capabilities
Direct communication
With our founding team
We ask only one thing: Tell us where your practice loses time, and we will build around it.
How Apricot AI Works With Firms
Discovery Call
You talk us through how your firm operates and where your team loses time.
Opportunity Mapping
Together, we identify the tasks that deliver the biggest efficiency boost.
Build Your Secure Data System
We ingest your spreadsheets, PDFs, templates and knowledge files and turn them into a structured, searchable financial intelligence layer.
Deploy Your AI Assistant
Your assistant connects to your existing workflows, providing accurate, evidence-based answers and drafts.
Iterate & Expand
As your practice uses the system, we add new capabilities based on real demand.
This process is fast, simple, and built for clarity.
The First Step Is Simple
Book a short call.
Show us where the bottlenecks are.
We'll show you how AI can remove them.