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.
Close the books faster with AI that understands finance
The financial conversations that used to live in someone's notebook become a structured, searchable record.
Every discussion documented
Client reviews and audit meetings transcribed, summarized, and linked to the right account.
Nothing agreed gets lost
Harmony captures every commitment and deadline from a call, so verbal agreements never slip.
Audit-ready by default
Timestamped, searchable records mean audit prep takes hours, not weeks.
Catch inconsistencies early
When a figure in one meeting contradicts another, Harmony surfaces it in context.
Client emails, drafted for you
Companion drafts follow-ups and summaries grounded in what was actually discussed.
One financial memory
Figures, commitments, and actions connected across months of meetings, fully searchable.
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.
Accurate, controlled, and ready for review
The controls finance and audit teams expect, without slowing anyone down.
Audit-ready records
Every discussion is timestamped and searchable, so evidence is a query away, not a reconstruction from memory.
Access controls
Decide who can see which accounts and conversations. Sensitive client matters stay with the people who own them.
Your data stays yours
Self-hosted or private deployment, model-agnostic, and never used to train public models.
Questions finance teams ask
How Harmony fits the way accounting and audit teams already work.
Does it work with our accounting stack?+−
How accurate are the figures it captures?+−
Is client data kept confidential?+−
Can auditors rely on the records?+−
How long does it take to get started?+−
Close the books on what
was actually said
See how Harmony documents every financial conversation and keeps your team audit-ready.