DIGITALADAPTION

AI for accountants, without giving away client data

Quick answer

This is Sovereign AI applied to accountancy: a private AI assistant that runs on nothing but your own files, hosted on single-tenant infrastructure we run and manage in the United Kingdom. It is the ChatGPT experience over your own client data, while that data never leaves the UK, is never sent to OpenAI, Anthropic or Google, and is never used to train anyone's model.

I help UK accountancy firms put AI to work across client financials, working papers and correspondence, without that data leaving the UK, touching ChatGPT, or slipping outside your ICAEW or ACCA obligations.

Digital Adaption AI for Accountants / Private assistant
UK-hosted, single-tenant

Put AI on the client figures you could never paste into ChatGPT

A private assistant that reads your own confidential client files, inside an environment only your firm can see.

Accountancy firmSovereign AI
Data leaving the UK
0records sent out
Calls to OpenAI0
Data used to train0
TenancySingle
HostingUK
How we get you live
Fixed-fee first engagement
01Readiness reviewData and use cases
02Build and onboardUK single-tenant
03Ingest documentsYour own files
04Managed and supportedQuarterly review
The problem this removes
Client financials too sensitive for a public chatbotHigh
Staff pasting client figures into ChatGPTRisk
Price-sensitive accounts need the highest barOpen
Built-in guarantees
UK
SOLO
ENC
AUDIT
DPA
A32
RBAC
ISO9k
NoAPI
NoTRN
DPIA
RESID

The work AI would help with most is the work you cannot put in ChatGPT

The jobs AI would speed up most all sit on top of exactly the data you are not allowed to paste into a public tool.

Client financials are confidential and often price-sensitive. The jobs AI would speed up most, answering a question across years of a client's accounts, drafting and reviewing, pulling working papers together, all sit on top of exactly the data you are not allowed to paste into a public tool.

So either the firm misses the productivity, or staff quietly paste client figures into ChatGPT and hope nobody asks. One is slow. The other is a breach of client confidentiality.

Private AI built for an accountancy firm

The ChatGPT experience over your own client data, inside a box only your firm can see.

This is Sovereign AI applied to accountancy: a private AI assistant that runs on nothing but your own files, hosted on single-tenant infrastructure we run and manage in the United Kingdom.

Your data never leaves the UK, is never sent to OpenAI, Anthropic or Google, and is never used to train anyone's model. It is the ChatGPT experience over your own client data, inside a box only your firm can see.

The honest version. This is a new offer, so I am not going to wave case studies or testimonials at you. What I will say is that the hard part of private AI is not the model, it is getting your client data clean, structured and in one place first. That is the work I have done for years. Read why regulated firms need private AI.

Why it keeps you inside your obligations

A public AI tool is a transfer of your clients' data to a third party. This is built the other way round.

A public AI tool

A transfer of your clients' data to a third party, usually in the United States. For client work that is the line you cannot cross: confidential, price-sensitive financials leaving your control the moment someone hits send.

Private AI for your firm

Your files and every prompt stay on UK infrastructure we run and manage. A single-tenant environment that is yours alone, with a clear data processor relationship, the security measures written down, and an audit trail you keep.

Client confidentiality preserved

The data never leaves your control, so your duty to clients and your professional-body obligations stay intact.

Built for ICAEW, ACCA and FCA expectations

Where you touch regulated advice, you adopt AI on your terms, with an audit trail. You stay inside your obligations.

UK data residency and isolation

Single-tenant, UK-hosted, encrypted, with a data processor agreement under UK GDPR Article 28 and the Article 32 security measures written down.

ISO 9001-certified delivery

A certified, documented process. If your policy needs the environment inside your own walls, we can deploy on your premises.

What your firm can actually do with it

It is not a gimmick chatbot. It reads your own document store and works across it.

Answer across a client's accounts

Ask questions across years of a client's accounts and get answers with the source.

Draft and review from your house style

Draft and review letters, reports and working papers from your own house style.

Automate the repetitive prep

Automate the repetitive prep around accounts payable and working papers.

A private assistant per accountant

Give each accountant a private assistant that already knows the firm's files.

Right-sized models matched to the work, for accuracy on your data, not a headline spec.

AI is only as good as the client data underneath it

Here is the part the AI vendors skip. Point a private model at client data scattered across your practice software, a pile of spreadsheets and an inbox, and it just surfaces the mess faster. Before the AI is worth anything, that data has to be brought together and cleaned.

That is the work I have done for years: data migration and data quality. We get your client data clean and in one place, then put the private AI on top. In that order it is trustworthy. The other way round it is confidently wrong. (If you run a law firm rather than an accountancy firm, see AI for law firms.)

How we work

A low-risk first step, then a managed subscription with no surprise bills.

1

Readiness review

A fixed-fee assessment of what data you hold, where the shadow-AI risk sits, a light DPIA, and the two or three use cases worth starting with.

2

Build and onboard

We stand up your single-tenant environment in the UK, ingest your client data, write the security and data processing pack, and train your team.

3

Managed subscription

We host, monitor, update and support it, with a quarterly compliance review. A fixed monthly fee, no surprise compute bills.

Pricing is a fixed-fee readiness review to start, then a monthly managed subscription. Book a call and I will size it to your firm.

Common questions

The things accountancy firms ask before they put AI anywhere near client files.

Does our client data ever leave the UK?

No. Documents, prompts and answers all stay on UK infrastructure.

Do you send our data to OpenAI or ChatGPT?

No. There are no calls to third-party AI APIs. The model runs inside your environment.

Does this fit our ICAEW or ACCA obligations?

Yes. The data stays in your control, which is the point, and you keep oversight with an audit trail.

Is our data used to train a model?

No. It answers your questions and nothing else.

Do you have ISO 27001?

We run ISO 9001-certified delivery and align our hosting to UK GDPR Article 32. If your policy requires a specific certified environment, we can deploy on your own premises.

Will it work with our practice or accounts software?

Yes. We connect it to your document store as part of the data work, which is where the migration and quality piece comes in.

The data work that comes first

The private AI is the last step. Getting your client data clean and in one place is what makes it trustworthy.

Based in the Wirral, working with UK accountancy firms across Merseyside, the North West and the rest of the UK.

Put AI to work on the client data you could never risk before

If your firm has held back from AI because the client data is too sensitive to share, that is exactly what this solves. Book a readiness call and I will show you what is possible on your own files, in the UK, without a single record leaving your control. This is Sovereign AI, applied to your practice.

Book a readiness call
Start with a fixed-fee readiness review

Give your firm private AI without a single client record leaving the UK.

Tell me what your team would use AI for if the client data were not too sensitive to share. If there is a fit, we start with a fixed-fee readiness review and a plan for your own files. It is Sovereign AI, the full offer, applied to your practice.