Audit-ready memos, drafted in your format
Upload the contract and a sample memo. TAbot drafts the background, issue, guidance, analysis, and conclusion with citations inline, and your team reviews and signs off.
In short
TAbot drafts technical accounting memos from your contracts and term sheets, with citations to ASC guidance and Big 4 manuals, following the structure of a sample memo you upload. Your team decides the judgment areas and signs off. PagerDuty cut complex memo drafting from about 2 weeks to 2–3 days.
Last updated
Why memos take so long, and what TAbot changes
A memo has a known shape. The research and drafting in front of it is what eats the time.
| Today | With TAbot |
|---|---|
A complex memo takes up to two weeks of research and drafting. | TAbot produces a cited first draft, so your team reviews instead of writing from a blank page. |
Every preparer writes memos differently, so the audit file is inconsistent. | Drafts follow your sample memo’s headings, structure, and level of detail. |
Citations are added by hand at the end and checked late, if at all. | Each point cites the ASC paragraph or Big 4 guidance behind it as the draft is written. |
Auditor follow-up questions send the team back into the guidance. | TAbot surfaces the specific citations that support your position, without hours of re-research. |
Existing memos and disclosures are checked for gaps by hand. | TAbot reviews a memo or disclosure you already wrote and points out missing analysis or guidance. |
What TAbot drafts
A complete, cited draft that reads like your team wrote it.
Your memo format
Upload a sample memo once, and every draft follows its structure and tone.
Memos across US GAAP
Revenue (ASC 606), leases (ASC 842), debt and equity, M&A, and restructuring.
Cited analysis
Background, issue, guidance, analysis, and conclusion, with citations inline.
Alternatives considered
Where GAAP allows judgment, the draft sets out the other views and why they were not adopted.
Memo and disclosure review
Checks existing memos and disclosures for gaps in analysis or missing guidance.
Optional CPA Expert Review
A CPA reviews complex or high-risk memos before they go to your auditors.
How memo drafting works in TAbot
Your facts and your format in; a reviewable draft out.
- Step 1
Upload the facts
Add the contract or term sheet, or describe the transaction.
- Step 2
Set your format once
Upload a sample memo so drafts match your headings and level of detail.
- Step 3
TAbot drafts each section
Background, issue, guidance, analysis, and conclusion, with citations inline.
- Step 4
Review and sign off
Your accountant confirms the facts, decides the judgment areas, and finalizes the memo.
Frequently Asked Questions
Will auditors accept a memo drafted with TAbot?
Auditors assess a memo’s content and support, not the tool used to draft it. TAbot memos cite authoritative guidance and are reviewed and signed off by your team. At AppZen, auditors signed off immediately on a TAbot-supported lease analysis, ending a month-long dispute.
Can TAbot match our existing memo format?
Yes. Upload a sample memo and drafts follow its structure and headings.
Which memos can TAbot draft?
Revenue recognition (ASC 606), lease (ASC 842), debt and equity classification, business combination, and restructuring memos, among others.
Can TAbot review a memo we already wrote?
Yes. TAbot checks existing memos and disclosures for gaps in the analysis or missing guidance.
Who signs off on the memo?
Your team. TAbot drafts the memo and shows its sources; the judgment calls and final sign-off stay with your accountants, with optional CPA Expert Review for hard cases.
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