IndustriesAccounting & Professional Services

AI for firms built on documents, judgment, and trust.

Celadon helps accounting, tax, audit, and advisory firms put AI to work on the document-heavy core of their practice, grounded in real client files, governed for confidentiality, and built so the firm keeps its knowledge when staff move on.

Start a conversation →
QuestionIllustrative

Which of our engagements are affected by the updated lease guidance?

Grounded answer

Four engagements are in scope this year. Each needs a revised disclosure checklist and an updated right-of-use schedule.

SourcesFirm Technical Guidance: Leases, rev. Feb 2026Engagement index, FY26
Why AI fits this industry

Built on a constant flow of documents, review, and client questions.

Accounting and professional-services firms run on documents: trial balances, financial statements, working papers, tax files, engagement letters, and years of client correspondence. Most of the work is reading, drafting, checking, and explaining.

That is the work AI does best when it is grounded in the firm’s own files, governed for confidentiality, and set up so a partner still reviews the conclusion. The risk is real too: these firms hold sensitive client financials and personal data, so the platform decision has to be made on requirements first, then seats.

Celadon helps firms choose a safe platform, build a shared way of working on top of it, and keep that playbook through the staff turnover that defines the profession.

What we build

Practical AI systems for this firm.

Grounded document workspace

A firm workspace that answers over your engagement files, working papers, corporate secretarial and compliance files, and prior-year statements, with citations back to the source.

Bookkeeping & financial statement drafting

Support bookkeeping and compilation work, roll forward prior-year statements, and draft disclosures from current figures, flagged for partner review.

Working paper & file review

Surface missing procedures, unresolved review points, and anomalies across working papers before sign-off.

Tax & technical research

Answer technical questions from authoritative sources with citations, so staff verify fast instead of starting from scratch.

Shared prompt library

A firm-wide library by phase (planning, fieldwork, drafting, and completion), so good practice is reused in daily work, onboarding, training, and offboarding.

Client & correspondence drafting

Draft client-ready letters, memos, and summaries in the firm’s voice, grounded in the actual file.

Failure modes

What we work to prevent.

Choose the right entry

Two paths, based on what is missing.

Need to identify or build a system? Start with a Decision Sprint, then continue only if the case is sound. Already have AI tools or an internal delivery team? Adoption or Advisory can begin independently; no Celadon build is required.

Continue

Explore another industry.

Related reading

Sharpen the decision.

Put AI to work on the core of your practice, safely.

Celadon helps professional-services firms choose a governed platform, build a shared way of working, and keep the playbook through turnover.

Start a conversation

Send a note.

Tell us what you are evaluating, building, operating, or trying to get adopted. Email is the first step; if a call would be useful after we review the context, we will suggest one.

What happens next
1Send the context. A sentence or two is enough to start.
2We reply by email. Usually within two business days, with an honest read on fit and the most useful next step.
3Arrange a call if useful. There is no calendar gate or obligation. We arrange one only when a live conversation would move the decision forward.
hello@goceladon.com
Usually replies within two business days.