Gaapio Logo - AI-Powered Technical Accounting Platform
Advisory & Consulting

Scale Senior Expertise. Not Headcount.

Deliver senior-level technical memos, research, and SOX work for every client — anchored in the codification and your firm's methodology. One platform, every engagement.

Why advisory firms

Built for how advisory practices actually work.

From one-off technical accounting memos to recurring managed services, Gaapio combines your firm's methodology with real CPA judgment — so every deliverable reflects senior-level thinking.

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Technical Accounting Consulting

Deliver senior-level technical work on every engagement.

  • Generate audit-ready memos for revenue, leases, debt, stock comp, and business combinations in minutes
  • Combine Gaapio's CPA judgment with your firm's methodology — consultants operate from the same playbook
  • Source-referenced outputs tie every conclusion back to the codification, not a blog post
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Managed Services & SOX Advisory

Scale recurring client work without scaling headcount.

  • Standardize disclosure checklists, control documentation, and close-cycle deliverables across clients
  • Onboard new consultants faster with expertise embedded directly into prompts and templates
  • Customize templates per client or industry — consistent output, client-specific branding
Built for every firm shape

One platform. Every kind of firm.

Whether you're staffing up, scaling deep, or running the full stack — Gaapio plugs in where it counts.

01Small Firms

Scale your practice without scaling headcount.

You have plenty of staff but are light on managers and senior specialists. Clients still need reliable guidance on contracts, leases, and technical questions — and your team shouldn't have to wait for a partner to get answers.

  • Internal GPT gives staff instant answers without interrupting management
  • Document Analysis handles complex reviews
  • Lease Accounting tools let junior staff perform senior-level work
02Technical Accounting Practices

Your best work. From everyone.

Research and memo-writing consumes hours of senior time. Quality varies across staff, and clients expect premium deliverables.

  • AI-powered research cuts hours to minutes
  • Memo generation ensures consistent, defensible output
  • Standardized workflows reduce prep time
03Firms Serving Public Companies

Your firm does it all — private to public, advisory to audit.

SEC deadlines are unforgiving. SOX documentation is tedious. Disclosure benchmarking requires expensive tools or manual work.

  • SOX Compliance module streamlines control documentation
  • Footnote Disclosure generation with peer benchmarking
  • Audit suite delivers audit-ready output fast
Modules

Built for teams who have to be right.

Purpose-built modules for memos, disclosures, contracts, and research — all connected, all audit-ready. Everything your team needs to move fast without trading away quality.

How do we account for a contract modification under ASC 606?
Answer
Sources
ASC 606-10-25-10EY FRD 5.1KPMG H/B
Accounting Research

Your firm's AI research assistant.

Search Big 4 accounting guides and authoritative technical resources in natural language. Get research-grade answers in seconds, with citations you can trace back to the source.

Learn more about Accounting Research
MSA – TenantCo, Inc.
ABSTRACTED · 1.2s
ASC 606
Contract type
Revenue (ASC 606)
Performance obligations
3 identified
Transaction price
$2.4M
Recognition pattern
Over time
Document Analysis

Read contracts at scale.

Mass-ingest revenue, lease, debt, and stock compensation contracts. Get structured, accounting-ready outputs — not legal summaries — flowing straight into memos and disclosures. Purpose-built on ASC 606 and ASC 842 logic.

Learn more about Document Analysis
Accounting Analysis
AGENT · COMPLETE
Agentic
Trained on
Gaapio methodologyYour firmFASB
  • Issue identified606-10-25
  • Guidance applied606-10-32
  • Conclusion reachedOver time
Agent · 5-step modelHigh confidence
AI Agents

Accounting analysis, completed by AI agents.

AI agents complete the analysis end-to-end — trained on Gaapio's proprietary methodologies, your firm's own methodologies, or the FASB Codification. Every conclusion follows the standards you trust.

Learn more about AI Agents
MEMO / 0042
Reviewer approved

Lease modification — ASC 842

v4 · 2 reviewersCited to 842-10-25
Memos

Audit-ready memos, not chatbot drafts.

Built by CPAs to ask the right questions the first time. Every memo carries version history, reviewer comments, and sign-offs, and exports as a complete audit package with citations back to the codification.

Learn more about Memos
ASC 842 Checklist
3 / 4
  • Lease classification disclosed
  • Weighted-average remaining term
  • Variable lease cost narrative
  • Practical expedients elected
Peer avg: 87% coverageAI-completed
Footnote Disclosures

AI-completed checklists. Real time savings.

The ideal AI use case — high-confidence verification, no judgment calls. Cut manual review time with AI-completed disclosure checklists and benchmark coverage against peers in your industry.

Learn more about Footnote Disclosures
Security & Trust

Built for the security and compliance expectations of finance and audit teams.

Customer data never trains public AI models
End-to-end encryption in transit and at rest
Role-based access controls and audit logs
SOC 2–aligned infrastructure and controls
Testimonials

Don't just take our word for it.

See what accounting and finance teams say about working with Gaapio.

The product is phenomenal. Contract analysis has been a game changer for us. We use it a lot!
Aaron Lynch, CPA
Aaron Lynch, CPA
VP of Finance
I don't know how I'll ever be able to work somewhere in the future that doesn't have Gaapio. If you're a technical accounting team weighing this against a general-purpose AI tool, there's no comparison. Gaapio was built for this work, and it shows.
Austin Harvey
Austin Harvey
Corporate Controller
I am very impressed with Gaapio. We are ready to add three more users. We should have subscribed this sooner!
Keqian Su
Keqian Su
Director of Accounting
Wow, I am blown away!
Jelena Richard
Jelena Richard
Controller

Ready to transform your technical accounting?

Join the CPAs who are already saving hours every month with AI-powered accounting documentation.