Every financial discussion documented, searchable, and audit-ready
Close the books faster
with AI that understands finance.
Every client review, audit meeting, and internal discussion — transcribed, summarized, and linked to the right accounts. Figures discussed verbally stop getting lost between the call and the spreadsheet.
Cross-referencing figures mentioned in this week's client call transcripts...
Ask companion anything
Financial intelligence from every conversation
Harmony captures every client review, audit discussion, and internal meeting — and gives your finance team a searchable, structured record of what was discussed, agreed, and committed.
Automatic Meeting Documentation
Every client call and internal discussion transcribed, summarized, and linked to the right account. Partners and managers stop spending evenings writing up notes. The transcript is the record.
Cross-Meeting Intelligence
Companion connects figures, commitments, and action items across months of client meetings. When a number discussed in March contradicts what's in the June file, you find it — fast.
Audit-Ready from Day One
Searchable, timestamped records of every financial discussion. When auditors ask "what was discussed in the engagement review?", you pull the transcript in seconds. Not reconstruct it from memory.
Benefits
Close the books faster with AI that understands finance
Document every financial discussion automatically
Every client review, audit meeting, and internal discussion is transcribed, summarized, and linked to the right accounts — eliminating manual note-taking entirely. Partners get their evenings back.
Never lose track of what was agreed in a client meeting
A partner discusses adjusted timelines with a client on Tuesday. By Thursday, the team is working from the old schedule. Harmony extracts every commitment and deadline from every call — so nothing agreed verbally gets lost before it's documented.
Maintain audit-ready records at all times
Searchable, timestamped records of every financial discussion with automatic documentation — so audit prep takes hours, not weeks. Every conversation is already on file.
Catch inconsistencies before they compound
When a figure discussed in one client meeting contradicts what was agreed in another, Harmony surfaces it. Discrepancies get caught in context — before they become material findings on someone else's timeline.
Draft client communications from meeting context
Companion generates follow-up emails, engagement letters, and summary reports grounded in what was actually discussed — maintaining accuracy and the professional tone your clients expect.
Cross-reference data across meetings and documents
Companion connects figures, commitments, and action items across months of client meetings — giving your team a complete, searchable financial conversation history. No more digging through five people's notes to find what was agreed.
Works with your favorite tools
Connect Harmony with the apps your team already uses every day.
