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Emails, chasers, meeting notes.
emi prepares, you advise.
Summarizing unread client emails, chasing missing receipts, writing up review meetings, answering recurring tax and accounting questions: emi prepares everyday firm correspondence from your templates and SOPs. Client financial data stays protected on ISO 27001 certified Swiss infrastructure.
Video hosted on YouTube, loaded only after you click.
Confidentiality
Professional confidentiality applies to AI too. emi was designed to uphold it.
No more pasting client figures into public AI chatbots. Four built-in safeguards protect every document uploaded and every question asked.
Secure Swiss hosting
Documents and conversations stay hosted on dedicated infrastructure with an ISO 27001 certified provider.
Zero model training
Your clients’ financial data is never used to train any model, and is never shared or resold.
Client-level isolation
One folder per client engagement in the Knowledge Base, with per-user permissions so staff only access their assigned portfolio.
GDPR & AI charter
GDPR-compliant processing paired with a firm-wide AI charter accepted by every team member before use.
A day at the firm
What emi prepares, what you sign off.
emi doesn’t book journal entries or certify financial statements. It handles the writing surrounding every engagement so your team has more time for advisory work.
Overnight emails, digested
Unread client emails are summarized and prioritized, with a draft reply ready for each one.
Chasing missing records
Using your firm’s year-end checklist, emi drafts tailored, polite reminders for every client with outstanding documents.
Recurring client questions
Expense claims, company vehicles, receipt retention rules: emi retrieves your internal memo and drafts a plain-English explanation.
Review meeting recap
Rough notes jotted down during the annual accounts meeting turn into structured minutes with clear next steps on both sides.
Walking the business owner through the numbers
Annual financial statements are summarized in ten jargon-free lines. You review before sending.
Sample prompts
Just ask as you would a team member
Everyday requests phrased naturally, grounded in your firm’s documents.
“Summarize the unread emails from Lefèvre Ltd and draft a reply for each one.”
“Prepare the missing-documents chaser for the 2025 year-end close using our firm checklist.”
“Draft an engagement letter from our standard template for a newly incorporated company.”
“Explain this balance sheet to the managing director in ten lines without accounting jargon.”
“Find our internal audit procedure for reviewing accounts payable.”
“Condense this tax update bulletin into five bullet points for Monday’s team briefing.”
Guardrails
AI prepares. The CPA validates.
emi is a drafting and document-search assistant, not bookkeeping or tax-filing software. Figures always come from your accounting systems and approved working papers. Because AI can make mistakes, emi always cites its sources.
Test emi on a real workflow from your firm.
A 30-minute live demo on anonymized templates and files of your choice.