Goldman Sachs and JP Morgan have deployed sophisticated AI for their teams. The 137,000 independent accounting firms serving America's small businesses haven't had anything like it. We're building it.
FirmGraph is building the technology that lets independent accounting firms deploy and operate professional-grade AI — the same kind enterprises have been running for years.
Most accounting professionals today have access to a free Copilot tier — a hamstrung chatbot that can answer questions but can't act on them. No access to client data. No ability to run workflows. No security framework a firm owner would ever approve.
The gap isn't awareness. Accountants know AI is changing their industry. The gap is access — specifically, a secure and controlled environment where AI can actually do the work.
That's what FirmGraph is building. A professional-grade AI environment that firm owners can trust, their staff can use, and their clients can benefit from.
We've built a working prototype. Now we're validating whether we're solving the right problem, for the right people, in the right way. We won't build what we haven't confirmed people actually need.
Accepted into NSF I-Corps — UC Berkeley Pacific Hub. Structured customer discovery with mentorship from SCORE and NSF-affiliated advisors.
Working operational and financial intelligence platform with a natural-language query engine built on top of a client data lake, with role-based access and client-facing deployment capability.
Actively interviewing accounting professionals — bookkeepers, controllers, firm owners, and tax preparers — about how they use AI today and what's standing in their way.
Pre-revenue, pre-launch. We're in the validation phase by design. The product roadmap follows the evidence from customer discovery, not the other way around.
"Any accounting firm — regardless of size — should be able to operate with the same AI intelligence a Goldman Sachs team takes for granted."
The near-term product is a secure, sandboxed environment purpose-built for accounting work. Pre-wired with frontier AI models and agentic automation tools — delivered inside a security framework that firm owners can actually approve.
The longer-term vision is bigger. We want to be the operating system that powers how accounting firms work — from individual bookkeepers running their own practice to regional firms managing complex advisory relationships at scale.
Accountants who embrace this shift will serve more clients, offer higher-value services, and build more resilient practices. FirmGraph is the infrastructure that makes that possible.
We're in a phase where conversations matter more than anything else. Here's who we want to talk to.
If you work in accounting — bookkeeping, tax, controller, firm owner — we want to hear from you. No pitch. No product demo. Just honest questions about how you work and what's getting in the way.
Schedule a CallLarge market, clear problem, a founder with 18 years inside the industry, and a disciplined go-to-market built on evidence. We're early and we're moving fast. If this is a space you're watching, let's connect.
Reach OutWe're growing a team and building a partner network. If you're sharp, interested in what AI does to professional services, and want to be part of something built from the ground up — get in touch.
Get in TouchNot sure where you fit? Drop us a note — we'll connect.
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