Drive top line growth and margins with an AI-first delivery model
Technical Accounting is your Growth Engine
Technical projects establish the foundation for 7-figure long term client relationships.
But you need experienced team members who can execute.
Win Small
Rev rec memo, lease mod, debt issuance
Prove Expertise
Showcase technical prowess & client service
Build Trust
Controllers and CFOs see you as the expert
Expand Relationship
Unlock larger advisory engagements and cross sell services
You Can't Grow Playing Defense
Partners are under pressure to economically deliver high quality work. Technical areas like revenue recognition, financings, leases, and business combinations require days of research, analysis, and memo drafting.
The talent shortage means delegation is impossible. Junior staff often burn 50% of budget with limited output, leaving partners scrambling to hit project timing and budget targets.
Partners now must win the work and do the work.
The Agentic Solution
UpDraft is an AI agent for technical accounting that completes complex assignments in hours instead of days. It's an experienced technical accountant who's always available and hyper efficient.
Analyze Transactions
Precise analysis of complex transactions
Research Guidance
Comprehensive research of regulatory accounting guidance
Author Memos
Generate detailed, compliant accounting memos and policies
Draft Disclosures
Generate financial reporting disclosures that follow both auditor and SEC best practices
Quantify the Impact
Generate detailed accounting schedules, including lease and rev rec, to support journal entries.
UpDraft feels like a superpower.
If you can think it (or type it), UpDraft goes out and does it.
Brad Burch, Managing Director, Stout
AI that Delivers Professional Results
Comprehensive
Generic AI tools fail at the breadth and depth required to navigate complex transactions. UpDraft thoroughly dissects reams of legal documents and guidance.
Methodical
UpDraft follows prescribed auditor methodologies, company policies or your team's own best practices. It plans, iterates and executes reliably and accurately.
Professional
Eliminate meaningless hours spent on formatting and standardization. Updraft automatically creates deliverables formatted to specifications.
Dynamic
UpDraft is a powerful tool out of the box that improves with usage. UpDraft learns and adapts the more you work with the agent.
Kudos to your team. UpDraft is fantastic. I've been very happy.
Matt Fisser, Advisory Principal, Embark
3 days → 3 hours
Example: UpDraft recently completed a 35-document, 400+ page complex financing transaction analysis in 2.5 hours (30min to prepare + 2 hour expert review with minimal corrections).
This agent is ridiculous. Amazing work by the UpDraft team.