Scale your practice without adding headcount. 6 AI agents multiply your capacity across clients — FP&A, tax review, portfolio tracking, DDQs, LP emails, and compliance.
Context-switching across 5+ client QuickBooks
Multi-client dashboard with per-fund P&L and expenses
Tax season means 80-hour weeks
K-1 parsing and reconciliation in minutes per client
Manual portfolio tracking across Carta accounts
Automated KPI sync with stale-data alerts per client
DDQ responses duplicated across clients
Firm-specific knowledge base with reusable answers
6 agents tailored to your workflow
Auto-categorized expenses with close-ready P&L
K-1 parsing, variance flags, and audit-ready export
Real-time Carta-synced portfolio KPIs with stale data alerts
AI-powered DDQ responses with confidence scores
Classify, prioritize, and draft LP email responses
Expense deductibility assessment with regulatory citations
6 AI agents ready to handle your operational workload. Try DDQ free — no signup required.