Private AI for accounting and finance

Accounting and finance teams can review files, draft client notes, and work through spreadsheets on a system set up around the practice. Financial information stays in the office. Nothing is uploaded to a public AI service.

Law firms, clinics, design studios, architecture firms, and software teams with client work use the same private setup.

What it can do

Ask questions about your contracts, specs, and project files
Draft proposals and responses from your own documents
Summarize client briefs, meeting notes, and long reports
Tell us what you need and we build the system around it

Who it is for

Built for teams that want AI set up around their own work, and that need client files to stay private: law firms, accounting and finance, design and creative studios, architecture and engineering firms, and any business that cannot put client data into public AI tools.

Runs on Macs with an M1 chip or newer and 16 GB of memory or more. PagedMoE Assistant runs entirely on your Mac.

Noah Clark, Founder of QWERTY Code LLC. Veteran. 10 years building software, including government systems. I use it every day to run my own company's contracts and projects.

The office in the video is Harbor & Pine, a demo firm. It is not a customer. Web search is off in that demo. With web search on, only the search terms go out, never your files.

Pricing

$1,500 one-time setup (up to 5 Macs). $49 per Mac per month, billed yearly. Exact quote in 2 business days. Larger teams: we'll quote setup to fit.

Not ready to commit? Try it on one Mac for 2 weeks for $250. We set it up around a few of your real workflows, then do one check-in. If you continue, the $250 comes off setup.

We're taking 3 founding customers this quarter. Setup is $750 instead of $1,500. If you start with the pilot, that $250 comes off the $750. In return, a short case study and permission to use your name once you're happy with it.

Security

Built for your confidentiality obligations.

Firms that handle client work have to know where client information goes. With PagedMoE Assistant, it stays on the Mac.

No client data is sent to an AI company or used to train a model.
With web search on, only the search terms go out, never your files.
No third-party AI vendor to vet, and no cloud account holding the files.
Uses your existing folders and permissions. Nothing is copied to a new system.
Your files and chats never leave your Mac.
Everything stored on the device is encrypted.
You approve every file it saves.
Earlier versions of files can be restored.
Features can be turned off per team.

How it works

Tell us what you need. Fill out the form, book a 15-minute call, or call us.
Get a quote. We review your needs and send a clear, fixed quote.
Approve and receive. Confirm the quote and we deliver your ready-to-use system.

No obligation. You can decline any quote.

Request a quote

Book a 15-min call. Quick video call to see it working on a Mac. Phone works too.

Prefer to talk? Call or text (843) 732-0399, or email info@pagedmoe.com.