Feature Requests

We are working on integrating the capability for users to upload documents (ensuring any uploads are SOC-2 complaint). This will enable users to ask questions about their own documents, pull out key terms, and assimilate all of this information together with our AI to give tailored guidance. For the sake of privacy and security, no user documents will be trained on by our AI.

We've heard from our interviews that there are situations where technical accountants already know the topic they're interested in and want results fine-tuned to specific topics. We are actively working on this.

This is something our users have already indicated they want.