From Client Financial Data to Clear Advice and Measurable Results

One flat monthly subscription for the whole firm — the full platform, every seat. The partner signing off, the consultant working the extraction and the associate who only ever opens the review queue all cost the same: nothing extra. There are no tiers to climb and nothing held back for an upgrade conversation. Onboarding is billed once and separately, and capture hardware is optional and separate again.

No. The subscription is flat, so a February packet surge does not arrive as a surprise invoice in March. Volume is precisely what breaks per-document pricing — the meter runs hardest in the weeks you can least afford it — and that is the model we deliberately did not build.

Because the setup is real work, and we would rather price it in the open than fold it into a headline rate. It covers ingesting your existing client and document records, configuring extraction lanes for your document mix, setting confidence thresholds and reviewer routing to your house rules, and a live-readiness check against a sample client packet before anyone signs it off. It starts at $1,000 and rises with migration depth, integrations and training — the three tiers are set out above.

Yes, and we would rather you did. Book a walk-through and we will run Trevanth.AI against a slice of your real client packets before the first call, so the first thing you look at is your own paperwork rather than a demo tenant full of somebody else's numbers.

It gets held, not passed through. Every extracted field carries a confidence score and points back to the page and line it was read from, and anything below the threshold you set goes to a named reviewer instead of onward. The failure we designed against is a wrong number arriving quietly inside a deliverable with nothing to trace it back to.

Your firm is the regulated party and we are a service provider under §314.4(f), so the controls are built to be contracted and assessed: access control, encryption in transit and at rest, activity logging and secure disposal, with retention and access settings configured during onboarding. Tax return information is handled to §7216 and IRS Publication 4557. We do not hold a SOC 2 Type II report — if you need one in hand before signing, raise it on the call.

A document store holds the file. This reads it. Fields come out scored and sourced, get validated and reconciled against what the same client filed before, then carry through to the advisory work you bill for — and back out into QuickBooks, Xero, NetSuite or your CRM over their own APIs. If the honest answer to “what was this client’s gross margin last quarter” is still “open the PDF”, that is the gap.

Most firms feel it in the first engagement cycle, not the first quarter. The associate hours lost to document chasing, the consultant day spent rebuilding pivot tables, the senior advisor side-calculations before a client meeting — those are the costs you are already carrying. When a packet reconciles overnight instead of over a week, and the board pack pulls from the same record the analysis ran on, the subscription stops looking like software spend and starts looking like capacity you stopped leaking.

With their numbers, not your assurance. Every recommendation you put in front of a client is tracked from expected impact through to realized value, with actuals synced back from their own ERP, and the client report is assembled from that same record. When a client asks what your advice actually returned, you answer with evidence.

It takes away a job they already resent rather than adding one they have to remember. Nobody is asked to log in and do extra keying — the queue a consultant opens holds the exceptions, and everything above threshold has already moved on without them. Onboarding sets thresholds and routing to the way your firm already reviews work, so week one looks like your existing process with the retyping removed.

Onboarding runs to a plan scoped on a kickoff call. Essential covers workspace provisioning, extraction lanes, review workflows and a handbook for the team. Plus adds guided migration of historical documents and audit trails, two connected integrations, a live training session with a recording, and a dedicated onboarding specialist. Enterprise adds role-based training tracks across consulting, compliance and delivery, and a named onboarding manager working to a defined go-live date.