Connect
Link Pernee to the systems where your work actually lives. It weaves every tool into one shared source your whole team can draw from.
AI built for CPA Firms
Institutional Intelligence for CPA Firms
Built for the complexity of accounting, Pernee helps firms research, reason, and execute across their work—while turning institutional expertise into an advantage that compounds.
Built for accounting teams
The year your firm's AI investment finally pays for itself.
Pernee unifies the systems your firm already runs on, answers questions in everyday language, and strips away the duplicated effort that quietly drains billable hours — bringing tax work into the present.
Book A Demo- 12 hrs/ person / week
Spent looking for files
Chasing the right version of a document across email, SharePoint, and Drive — time that should have gone into the work itself.
- 8×
An engagement changes hands
Workpapers move from preparer to reviewer to senior to partner, and every transfer sheds context and adds review risk.
- 3×
The same numbers get re-keyed
Figures are typed into a CRM, a workpaper, and a billing system before anything is final. Repetitive, error-prone busywork.
- 4 days
Stuck waiting on approval
Work idles in review queues, eating the buffer and pushing deadlines — a bottleneck nobody owns.
How it worksConnect your tools, ask questions in plain
Connect your tools, ask questions in plain
language, Let Agents fill in the gaps
Where is the Q3 roadmap document?
Compare with Slack threadAsk
Type a question the way you'd ask a colleague and get a clear, dependable answer in seconds. No digging through folders, no waiting on whoever knows.
Updating 3 sources
Improve
When the answer isn't there yet, Pernee notices, asks the right person, and saves it for the next time. Your collective knowledge sharpens with every use.
Reliable results.
For everything.
Rohan Mehta
Tax SeniorChase the outstanding tax-document requests.
AI Agent
Worked for 37sNine requests are outstanding across four clients:
- Longest overdue: GreenPath's final Q4 equipment invoice, requested 19 days ago and now blocking the depreciation schedule.
- Already chased: Four requests have had two reminders, so I escalated those to the engagement manager rather than sending a third.
- New this week: Three requests are under five days old and did not need chasing yet.
- Drafted 5 follow-ups One per client contact, each citing the specific open item
- Escalated 4 requests → engagement manager
The drafts are in your outbox — want to review before they send?
2 sources used
OutlookSharePoint
IntegrationsShared knowledge for the team.
Shared knowledge for the team.
Private knowledge that stays yours.
Pernee works in two layers: a shared space every member of the team can see, and a private one each person connects on their own account — so private material never turns up in someone else's answer. The wall between them is enforced in the system itself, not by guesswork.
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Dropbox- Google Drive
- Gmail
- OneDrive
- Outlook
PowerPoint- QuickBooks
Salesforce- SharePoint
- Slack
- Microsoft Teams
Pernee for other AI Agents
Plug Pernee's MCP servers and skills into the agents you already run, and give every workflow a second, human-level set of eyes before anything ships.
Enterprise-ready
Built for teams that take security seriously
GDPR compliant
We are GDPR compliant, with strict access controls on data synced from your connected tools.
Encrypted in transit
Data is encrypted in transit today, and integration credentials are never stored in plaintext.
SOC 2 & ISO 27001 in progress
Working toward SOC 2 and ISO 27001 certification, with estimated completion before end of 2026.
Want to see Pernee AI in action?
Designed for teams who need control, consistency, and measurable impact across every demo touchpoint.
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