Speed up tax return, payroll and audit preparation. Let your team focus on clients.
Person, department and company level access.
SOC 2 compliant, with your data stored encrypted.
Before finalizing, it sends work to a human for approval.
With your existing software, it works as one integrated flow.
Turn your practice's expertise into reusable workflows. Serve more clients with the same team, and keep your methods consistent in every file.
Match invoices to clients and periods. Quickly spot the documents that are missing.
Find and fix discrepancies in the trial balance and statements, with their sources.
Match records to documents and catch footnote errors before your client does.
Match transactions to records and request missing entries much faster.
Compare the document list against your records. Route mismatches to your team.
Suggest accounts and sales tax coding from invoices and present it to your client.
Professional judgment is yours. Davy never files a return or issues an audit opinion without your approval.
| Criterion | Davy | Other Solutions |
|---|---|---|
| Data Location | Davy Encrypted storage in the U.S. | Other Solutions Processed in regions you do not control |
| Model Choice | All leading models in a single plan | Single provider |
| Model Training | Your data is not used for model training | Depends on provider terms |
| Access | Person, department and company level permissions | Per-individual permissions |
Person, department and company level access. Team and role determine who can reach documents.
Auditable logs. A record of who produced what, from which source, can be kept for audit.
Encrypted storage in the U.S. Data is stored encrypted in the U.S. and never used for model training.
Your accounting, payroll and audit software remains the central system of record. Davy supports the preparation, review and reconciliation work around that software. Connections are set up together as needed.
Let's map your routine, time-consuming workflows and then start right away with quick wins.
Let's define the time spent, manual steps, back-and-forth over missing information and corrections.
We set up your first workflows and test them thoroughly against your past files.
Let's review the results together and carry the approach you find successful over to your other workflows.
No. Your accounting, payroll, tax and audit systems remain the central source of record. Davy speeds up the document preparation and review work around those systems.
Document collection, reconciliations and checklists arrive ready as drafts. The professional spends time on judgment, not data entry.
The checklist runs in the same order for every client. File handoffs and internal reviews get faster.
In busy seasons the same team can manage more client files. Quality depends on a shared process, not on individuals.
Let's start with a single file type, such as bank reconciliation or sales tax refund review. We measure the gains, then move on to the next workflow.
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