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.
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

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