The accounting AI that
never sees your clients.
Reconciliations and workflows for accountants, bookkeepers, and finance teams. Every name is masked before it reaches an AI model — and everything is encrypted, so we can't see it either. You keep the work as a .wfp file you own.
Runs in your browser. No download, no lock-in.
- Zero Data Retention by Us
- Zero Data Retention by AI Providers
- Sensitive data is masked
- Store your clients business rules
- You own the data, not us
- Your data is stored encrypted by your own secret password
- It never has direct access to your system
Private by design, not by promise
How the product is built — so you never have to take our word for it.
Zero Data Retention by Us
We don't keep or read your data. It lives in your workspace and your .wfp file, not in our hands.
Zero Data Retention by AI Providers
Every model provider is configured so your prompts and data are never stored or used for training.
Sensitive data is masked
Names, phone numbers, and entities are swapped for realistic fake values before anything leaves your browser.
Review your work before your clients see it
Every output is reviewed and approved by you before it goes anywhere near a client.
Store your clients business rules
Keep each client's rules, knowledge, and workflows organized in one place.
You own the data, not us
Everything lives in a portable .wfp file you keep. No lock-in, ever.
Encrypted by your own secret password
Your data is stored encrypted at rest, under a secret only you hold — not us.
What the AI sees vs. what you see
Sensitive fields are swapped for realistic-looking fake values before anything leaves your browser, then restored when the result returns.
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Jasper Holdings pays $400.00 to Aurora Corp — contact 310-555-0182
The AI works on plausible-looking data that isn't yours — and neither do we. Real names and numbers reappear only on your screen.
What you can do
Two jobs, done safely — and every output reviewed by you before it leaves your desk.
Audit financials before you send them
Catch mistakes and inconsistencies before a report reaches your client. The AI drafts the review against your rules — you approve what goes out.
- Spot out-of-balance accounts, unusual entries, and missing items.
- Every figure traced back to its source in the audit trail.
- Client names masked end-to-end — the AI never learns who it's auditing.
Automate reconciliations with workflows
Turn the repetitive close — reconciliations, schedules, reporting — into repeatable workflows that run your way, every time.
- Describe the task in plain English; get a workflow you can rerun.
- Save it as a .wfp file and reuse it on any dataset.
- Every run ends with a review — nothing posts without your approval.
Request a demo — get a beta code.
Workflow People is in private beta, and I'm onboarding a small number of accountants, bookkeepers, and finance teams one at a time — so I can actually listen.
Tell me what you're reconciling or automating, and I'll walk you through a demo and send you a beta code to try it yourself.