Built by CPAs, for CPAs
Artificial intelligence built for CPAs
The secure client space built for audit and assurance work: document collection, automatic follow-ups, and AI-assisted financial analysis, all under your control.
One AI, the entire file journey
Collection
Spaces
Centralization
Spaces
Analysis
Welters
Conclusions
Welters
Client Spaces
Document management, effortless
- ✓AI prepares the list of requested documents and contacts the client
- ✓Automatic validation on receipt, wrong file rejected
- ✓Automatic follow-ups and reminders, zero manual chasing
- ✓Reminders scheduled by you: annual, quarterly or one-time
- ✓Perfect for the T1s and bookkeeping that eat up your time
Welters
File analysis, at AI speed
- ✓Analyze your documents at AI speed, without sacrificing accuracy
- ✓Built for audit, review, and compilation engagements
- ✓Every figure stays traceable to its source
- ✓You stay in control of your professional judgment
- ✓Your data never leaves Canada
The real productivity gain is in the complete package
Request your documents through Client Spaces. Once validated, they feed directly into your analysis with Welters. No re-entry, no interruption.
20 hrs
saved per week
100 %
of your data hosted in Canada
CPA
built by and for the profession