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Sovereign AI for accounting firms

Prepare client files, meetings and engagement letters with AI, without your clients' data leaving an environment you control.

Example: a team member asks a question, Eridia reads the files and answers with its sources.

Prepare the summary of the Dupont Rénovation file for FY2025: year-over-year variances and points to watch before the year-end meeting.
Eridia
I read 3 documents:XBalance_2025.xlsxTXTFEC_2025.txtPDFTaxReturn_2024.pdf

FY2025 summary

€1.84M

Revenue

+12% vs 2024

31.2%

Gross margin

-2.4 pts

€142k

Net income

+8% vs 2024

68 d

Days sales outstanding

+15 days

Why firms hesitate to use consumer AI

01

Professional secrecy covers every file

The profession's statute and code of ethics require secrecy on everything clients entrust to you. Pasting a trial balance or an FEC file into a consumer tool means handing that data to a third party whose hosting and usage you don't control.

02

Tax season leaves no slack

From January to May, year-end accounts, tax returns and client meetings pile up. Every hour spent rereading a general ledger or drafting a summary note is an hour taken from review and advisory work.

03

Fewer staff, just as many files

Firms struggle to hire and junior staff need to get up to speed fast. The same tax and payroll questions keep coming back, and partners don't always have time to answer them.

What Eridia brings to your firm

Concrete uses, from account review to client meetings.

File summary from the trial balance and FEC

Import the trial balance, FEC or general ledger as Excel or CSV: the AI flags significant year-on-year variances, accounts to substantiate and unusual entries, then drafts a first summary note that your staff checks and completes.

Significant year-over-year variances

Account20242025ChangeLead
601 Raw materials€182,400€214,900+17.8%Flour price increase
641 Salaries€236,000€268,500+13.8%1 hire in March
6226 Fees€9,800€21,300+117%One-off legal advice
411 Receivables€14,200€31,700+123%New restaurant client

Year-end meeting preparation

From the annual accounts, the tax return and the file history, the AI prepares a meeting brief: key figures, margin and cash trends, topics to raise with the business owner.

Internal note · 2 pages

FY2025 year-end meeting: Dupont Rénovation

1. Key figures

Revenue €1.84M (+12%), net income €142k, closing cash €96k.

2. Points to explain

Gross margin down 2.4 points due to higher material costs. Days sales outstanding up to 68.

3. Questions to ask

Will the Lacroix project be paid? Any investments planned for 2026? Do you want to review your compensation?

Client meeting minutes

The meeting is recorded, transcribed and summarized: decisions made, documents the client must provide, actions for the firm. The minutes are ready to send after review.

Client meeting: Pharmacie Leroy

12/03/2026 · 2 participants · 41 min

Overview

FY2025 review with Mr Leroy. Income up, cash down after buying the dispensing robot. The client wants to optimise depreciation and plan his 2026 compensation.

Actions

  • Claire: depreciation simulation over 5 and 7 years, before 31/03
  • Mr Leroy: send the lease agreement
  • Next step: forecast meeting at the end of April

Sourced answers to tax and payroll questions

A staff member asks about a VAT regime, an exemption or a payroll rule: the answer draws on official texts (Légifrance, BOFiP) and your internal notes, with sources cited for verification.

Eridia

Yes, under conditions

  • Principle: mileage allowances reimburse actual costs. They come on top of salary if trips are business-related and documented.1
  • Evidence: date, route, purpose and mileage of each trip, and a registration document in the manager's name.2
  • Rates: official mileage scale published every year by the tax authority, based on the car's fiscal horsepower.3
BOFiP BOI-RSA-BASE-30-50Mileage scale 2026WInternal note expenses.docx

Engagement letters and correspondence

The AI drafts engagement letters, document reminders and client letters from your templates and the file's information. Your staff reviews, adjusts and sends.

Firm template · 2026 version

Engagement letter: Boulangerie Martin SARL

Scope

Preparation of annual accounts, tax returns and bookkeeping based on the documents provided.

Term

The engagement covers the financial year from 1 January to 31 December 2026 and renews automatically.

Fees

€4,800 excl. VAT per year, invoiced monthly. Exceptional work will be quoted separately.

Every leading model

ChatGPT, Claude, Gemini, Mistral, DeepSeek, Qwen: the right model for each task, running in Europe.

Pick a model

ChatGPTRuns in Europe
ClaudeRuns in Europe
GeminiRuns in Europe
MistralRuns in Europe
DeepSeekRuns in Europe
QwenRuns in Europe

Claude

Writing, long-document analysis and complex reasoning.

DocumentsWeb searchSpreadsheetsCode

Runs in Europe

Frequently asked questions from accounting firms

Go into the next tax season with AI

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