What you are building

Assistants for accounting firms and finance teams: client queries, close checklists, tax preparation support.

Why memory decides whether it works

  • A client’s entity structure, VAT status or fiscal year can change mid-engagement.
  • Answers must be tied to the period they concern.
  • Each client’s data is confidential.

What Auld provides

  • Validity intervals for period-dependent facts.
  • asOf by period end.
  • Per-client audiences for staff assigned to the client.
  • Sources from emails, engagement letters and notes.

Getting there

  1. Ingest client correspondence

    With sent dates.

  2. Ask by period

    Use asOf = period end.

  3. Scope by client team

    Audience per client.

  4. Review outputs

    Treat answers as drafts for qualified staff.

Data and boundaries

Scenarios on this page are illustrative and do not describe a specific customer.

Frequently asked questions

Can we load prior years?

Yes — backfill with original dates so history is correct.

Does it reconcile ledgers?

No. Memory holds facts and context, not your accounting system.