AI accounting agents just hit a $1.15 billion valuation. What happens to your practice next?
Your judgment is irreplaceable. Make sure your clients know that.
Basis just raised $100 million and reached unicorn status. It's already used by 30% of the top 25 accounting firms. Its AI agents can autonomously complete end-to-end partnership tax returns. The grunt work that used to justify associate billing rates - data entry, reconciliation, basic compliance - is being automated at scale. But here's what no AI agent can replicate: your professional judgment, your client relationships, and the strategic advisory thinking that turns a good accountant into a trusted advisor. DataPeeps turns that advisory expertise into an AI that delivers YOUR guidance - available to clients 24/7, grounded entirely in your actual knowledge.
We're onboarding accountants & cpas in small groups - early signups get priority access
valuation for AI accounting startup Basis - backed by Accel, Google Ventures, and the former CEO of Goldman Sachs. Already used by 30% of the top 25 US firms.
Bloomberg / Basis press release, February 2026
efficiency gains reported by accounting firms already deploying AI agents across client advisory, tax, and audit workflows.
Vinod Khosla / Khosla Ventures, February 2026
of accounting tasks are highly automatable - including transaction processing, reconciliation, and basic compliance work.
McKinsey Research
The accounting talent shortage isn't slowing this down - it's accelerating it. Fewer students are entering the profession, and firms are turning to AI to fill the gap. The accountants who thrive won't be the ones doing the work AI can automate. They'll be the ones whose advisory expertise is too valuable to cut. The question is whether your clients know the difference between what AI can do and what YOU can do.
From commodity provider to trusted advisor.
Clients use AI tools for basic bookkeeping and wonder why they're paying your hourly rate
Your strategic tax thinking is buried in workpapers and client files nobody revisits
Every new engagement starts with the same foundational questions you've answered hundreds of times
Between tax seasons, your expertise generates nothing - you only earn when you're actively billing
Clients get YOUR advisory guidance first - and understand the strategic value you provide beyond compliance
Your tax strategies, advisory frameworks, and published insights are alive and working for you 24/7
New clients self-serve foundational questions, so your billable hours go to high-value strategic work
Your expertise captures leads and demonstrates authority around the clock - not just during busy season
Live in minutes. Not months.
Upload your advisory expertise
Tax strategies, client advisories, published articles, CLE presentations, planning frameworks, practice area guides - anything that captures your professional judgment. DataPeeps organizes it automatically. No reformatting required.
Set professional boundaries
You control what gets shared and what stays confidential. Limit responses to general guidance. Redirect engagement-specific questions to your intake process. Set disclaimers. Your knowledge, your professional standards, your rules.
Deploy where clients find you
Embed on your firm's website, share with existing clients, or use as a lead generation tool during off-season. Your advisory expertise works immediately - building trust and capturing demand day and night.
Built for how accounting professionals actually practice.
Zero Made-Up Answers
Every response comes directly from YOUR uploaded content. Nothing invented. Nothing pulled from generic sources. In accounting, accuracy isn't optional - it's everything. If your AI doesn't have enough information, it says so.
Client Intelligence
See what questions clients and prospects ask most - in real time. Identify trending concerns, spot advisory opportunities, and use real demand data to guide your business development.
Complete Scope Control
Restrict responses to specific practice areas. Set professional disclaimers. Redirect anything outside your scope to a booking link. You define every boundary.
Works Inside Client Portals
One embed code. Your AI advisory resource shows up inside your firm's website or client portal without anyone installing anything or creating an account.
Marketplace Revenue (Coming Soon)
Charge for premium access to your advisory expertise or list your AI in the DataPeeps marketplace. Turn seasonal knowledge into year-round recurring revenue.
What this looks like in practice.
David is a CPA and tax strategist specializing in small business advisory. David uploads his tax planning guides, advisory memos, and published articles on entity selection and retirement planning into DataPeeps. He configures the AI to provide general educational guidance with a clear disclaimer and a prompt to schedule a consultation for case-specific advice. Now, when a prospective client visits his firm's website and asks 'Should I convert to an S-Corp for tax savings?', they get a thoughtful response grounded in David's actual advisory framework - not a generic internet answer. David captures 3x more qualified leads through his website, spends 40% less time on repetitive foundational questions during initial consultations, and his existing clients access the AI year-round - keeping his firm top of mind between engagements.
Illustrative example based on the DataPeeps platform. Your results will depend on your content and practice.
Questions we hear from accountants & cpas like you.
The firms that deploy their advisory expertise first will define what accounting looks like next.
AI is automating the compliance work. The accounting professionals who stay essential aren't the ones clinging to data entry - they're the ones making their advisory expertise too valuable to replace. DataPeeps puts your strategic knowledge to work.
We're onboarding accountants & cpas in small groups - early signups get priority access
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