Amelio AI
AI that works the way your firm works — with a professional in control of every call.
Amelio AI applies the rules your firm has already defined — across risk assessment, workpapers, and the daily flow of the engagement — so the work is consistent and the judgment stays yours.
Built by CPAs for CPAs.
How most firms bring AI into the work today
A vendor ships an AI tool that already knows how to do the task — its version of the task. The workpaper comes out in the vendor's format. The risks are flagged by someone else's logic. The firm either bends its methodology to fit the tool, or quietly sets the tool aside and goes back to doing it by hand.
And by hand still means an auditor opening client PDFs one at a time and retyping figures into Excel, differently for every preparer. It means risks documented on a blank grid, where a connection buried across board minutes and an AP journal is easy to miss. It means staff launching the platform and hunting for what's due.
The problem isn't AI. It's AI that doesn't follow your firm's rules — or leaves the professional out of the decision.
Three capabilities, one discipline
The AI does the work.
Your firm's rules decide how.
WorkPaperAi
Workpapers, built to your structure
Capture how your firm builds a workpaper once. WorkPaperAi applies that structure and logic to every engagement — adapting to each client's records while holding your firm's format constant.
Amelio Risk Assessment Ai
Amelio reads the client documents alongside the risks already on the engagement and proposes new and updated risks with its reasoning. You decide what to accept — and accepted risks drive a targeted set of procedures.
Risk, surfaced and rated for your review
Alli
Your work, in plain language inside Teams
Ask Alli what's open, what's due, what's assigned — and get a clean, linked answer on desktop or mobile. On the items that can't wait, Alli reaches out first.
From a flagged risk to a finished workpaper, in one connected line
The reasoning runs straight through — and a professional signs off at each turn.
1. Risk surfaced and rated
Amelio reads client documents and existing risks, proposes new and updated risks with its reasoning, and suggests ratings for your review.
2. You decide
The auditor accepts, adjusts, or rejects each risk. A colour-coded review shows what was added, changed, and left alone — nothing enters the file without a professional agreeing to it.
3. Procedures targeted automatically
The highest rating per account and assertion sets the risk of material misstatement, which determines exactly which procedures the engagement needs.
4. Workpaper produced to your standard
WorkPaperAi builds the workpaper for each procedure from your firm's structure and logic — attached in place, ready to review.
You define it. Amelio applies it.
Your methodology, your rules — Amelio AI applies them
Your workpapers
Your firm's approved templates, schedules, and disclosures are imported and centrally versioned. When language changes, applies across engagements - controlled by the people who own it today.
Your risk judgment
The AI proposes; the professional decides. Ratings, acceptance, and the final risk picture stay with the people responsible for them.
Your way of working
Alli meets your team where they already are — in Teams, on desktop or mobile — and follows your platform's tasks, deliverables, and deadlines.
What firms can expect
Built for growing CPA firms — and for multi-office practices applying one methodology at scale.
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Hours returned from manual workpaper prep to the work that actually needs an auditor
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Less review time and rework, because output is consistent across preparers and offices
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Fewer missed issues, with procedures narrowed to what the evidence justifies
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A clear, documented line from each risk to the finished workpaper in the file
Works with the tools your firm already uses
Amelio AI runs inside the platform your firm already works in.
Microsoft Teams — Alli
Excel & SharePoint — WorkPaperAi
Your Amelio workflow
Powered by Claude
FAQs
Yes — that's the point. You build skills from your own workpapers and define your own risk logic, validated against your prior-year engagements. Amelio applies your rules, not a vendor's catalog.
No. Amelio AI proposes; a qualified professional approves every consequential decision. Risk ratings, acceptance, and the final file are the auditor's call.
Your firm. You own and version your skills and risk logic — controlled by the people who own your methodology today.
The work is decision-making, not configuration: you build a skill or risk logic from examples and validate it against prior years before you rely on it. [Confirm typical timeline to match the “6–8 weeks” style on the Engagement Letter page.]
Risk assessment and workpapers are audit-focused today. Alli spans the whole platform, across your tax and audit workflows.
Amelio AI is powered by Claude. Enabling the AI features requires a Claude license. [Add your data-handling / security summary here.]
Yes — talk to us about running Amelio AI on your own engagements first. [Confirm trial terms; “a few months free” is under discussion.]
