AI Technical Accounting Software for Technical Accounting Teams
Complex transactions, tight close timelines, and auditors who want every conclusion sourced. TAbot researches the guidance, reads the contract, and drafts the memo, so your team spends its time on judgment.
In short
TAbot is AI technical accounting software for controllers, chief accounting officers, and technical accounting teams. It takes research and drafting off your team’s critical path: it answers US GAAP questions with citations to ASC guidance and Big 4 manuals, reads your contracts and term sheets, and drafts audit-ready memos in your format, while every judgment call stays with your reviewer.
Which problems does TAbot solve for technical accounting teams?
Technical accounting work stalls on research and documentation. That is the part TAbot takes on.
| Today | With TAbot |
|---|---|
Hours in the Codification and Big 4 manuals to find the paragraphs that apply. | Cited answers for your facts in minutes. AppZen cut complex lease research from 16 hours to 1. |
A complex memo takes up to two weeks to research and draft. | A cited first draft in your memo format. PagerDuty drafts complex memos 4x faster. |
Reading every page of a contract or term sheet to find the terms that matter. | TAbot extracts the terms that drive the accounting and applies the guidance, across standards. |
Auditor follow-ups mean rebuilding support from dense PDFs. | Every conclusion links to the ASC paragraph behind it, ready for the audit file. |
Hard questions wait on outside advisors or a stretched technical accounting lead. | Reach a defensible position in-house, with optional CPA Expert Review for high-risk cases. |
General AI tools answer fast but can invent ASC citations. | Answers come from CPA-verified sources and several validation layers, with every citation linked. |
Junior and offshore staff learn US GAAP by trial and error. | Worked, cited explanations show staff why each conclusion holds. |
What does TAbot do for your team?
TAbot handles the research and documentation work between a complex transaction and an audit-ready conclusion.
Technical accounting research
Ask a US GAAP question in plain language and get an answer with citations to the ASC paragraphs and Big 4 guidance behind it, so a reviewer can verify every step.
Learn moreContract and term sheet analysis
Upload customer, vendor, financing, and partnership agreements. TAbot pulls out the terms that drive the accounting and ignores the boilerplate.
Learn moreASC 606 contract review
Walks each revenue contract through the five-step model: performance obligations, transaction price, allocation, and timing of recognition.
Learn moreAudit-ready memos
Drafts position memos that state the issue, guidance, analysis, and conclusion, in the structure your auditors already expect.
Learn moreCompleted checklists
Fills in your review checklist for every contract, so reviewers verify answers instead of starting from a blank form. Part of Revenue Automation, with bulk review and Salesforce integration.
Learn moreYour policies, not generic answers
Upload your accounting policy, product list, discount matrix, and a sample memo. TAbot applies them to every analysis.
Which accounting topics does TAbot cover?
TAbot covers US GAAP technical accounting topics and reasons across them, because real transactions rarely sit in one standard.
| Topic | Guidance | Typical questions |
|---|---|---|
| Revenue recognition | ASC 606 | Bundled SaaS and services, material rights, variable consideration, SSP allocation, contract modifications |
| Leases | ASC 842 | Embedded leases in service agreements, lease classification, modifications |
| Debt and equity | e.g., ASC 470, ASC 480, ASC 815 | Convertible notes, warrants, SAFEs, debt modifications, and classification questions |
| Strategic partnerships | e.g., ASC 808 | Collaboration, reseller, and joint development agreements that span several topics |
| Public company reporting | SEC Regulation S-K and S-X | Tailored sources for public companies, including SEC comment letter themes |
How does TAbot work with your team?
A human-in-the-loop workflow that fits how your team already documents positions.
- Step 1
Upload the facts
Add the contract, term sheet, or a description of the transaction.
- Step 2
Apply your context
TAbot uses your company profile, policies, checklists, and memo format.
- Step 3
Analyze with citations
It works through the relevant guidance and flags where judgment is needed.
- Step 4
Review and decide
Your team resolves the judgment calls. Add CPA Expert Review for hard cases.
- Step 5
Export for the audit file
Download the memo, ready for auditor review.
How much does TAbot cost?
Platform Access is a self-serve subscription for reviewing contracts one at a time. Revenue teams reviewing at volume need Revenue Automation, priced for your contract volume.
Platform Access
$200 per user / month
Or $2,000 per user / year
Research, contract review one contract at a time, and memos, with your policy, product list, and discount matrix applied.
Revenue Automation
Custom
Annual subscription + implementation
Bulk contract review, revenue checklist automation, Salesforce integration, and the Contract Intelligence Platform.
Expert Review
$500 per hour
Optional add-on
A CPA reviews complex or high-risk positions before they go to auditors.
Is TAbot secure enough for confidential contracts?
Yes. TAbot is SOC 2 Type 2 certified, hosted on AWS, and encrypts data in transit and at rest. Your contracts are never used to train AI models.
Read our security policyHow does TAbot compare with other tools?
Our side-by-side comparison covers TAbot, Numeric, Gaapio, and Trullion, including when another tool is the better fit.
Frequently Asked Questions
How is TAbot different from ChatGPT for technical accounting?
General AI assistants answer from broad training data and can invent ASC citations. TAbot is purpose-built for technical accounting: it cites ASC guidance and Big 4 manuals, uses your policies and company profile, and produces memos for the audit file. Your data is never used for training.
Is TAbot accurate enough to rely on?
TAbot is built to be relied on as a first draft. Answers are retrieved from CPA-verified sources, checked by several validation layers including proprietary knowledge graphs, and cite their sources so a reviewer can verify each conclusion. Your accountant still reviews and owns the conclusion.
Will auditors accept analysis prepared with TAbot?
Auditors evaluate the analysis and its support, not the tool used to draft it. At AppZen, auditors signed off immediately on a TAbot-supported lease analysis, ending a month-long dispute, and PagerDuty’s TAbot-supported conclusions have stood up to auditor scrutiny.
Does TAbot replace our technical accounting team or auditors?
No. TAbot removes research and drafting time so your team spends its time on judgment, review, and auditor conversations, and can scale without adding headcount or leaning as heavily on outside advisors. Final judgment and sign-off stay with your team and your auditors.
Which accounting standards does TAbot cover?
TAbot covers US GAAP technical accounting topics, with particular depth in revenue recognition (ASC 606), leases (ASC 842), and complex contracts such as debt, equity, and strategic partnership agreements.
How much does TAbot cost?
Platform Access is $200 per user per month, or $2,000 per user per year, and covers research, contract review one contract at a time, and memo drafting. Bulk contract review, revenue checklist automation, Salesforce integration, and the Contract Intelligence Platform are part of Revenue Automation, priced as an annual subscription plus implementation; talk to sales for a quote. Expert Review is an optional add-on at $500 per hour.
Is our data safe in TAbot?
Yes. TAbot is SOC 2 Type 2 certified, hosted on AWS, and encrypts data in transit and at rest with AES-256. Your data is never used to train AI models.
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