PRIVATE AI FOR CPA & ACCOUNTING FIRMS
Fully automate agreed business processes for your CPA or accounting firm. Your private AI Admin Agent runs on Northwind’s local servers, with post-quantum encryption end to end and for stored data. Built around your tools and fully managed by our team.
FOR SMALL BUSINESSES.
WITH BIGGER THINGS TO DO.
Private by design.
Locally secure by nature.
01 / SERVICES
Your agents complete agreed business processes from start to finish across your tools. You define the rules and approval points; Northwind hosts and manages the private system.
PRIVATE MANAGED AI ADMIN · FROM $1,000/MONTH
Fully automate agreed business processes on Northwind’s own private local servers. We build, host, and manage your agent around your tools and workflow rules.
ONSITE PRIVATE AI INFRASTRUCTURE · 10–30 PERSON TEAMS
A dedicated private AI infrastructure buildout at your business, with onsite equipment and ongoing management from Northwind.
PURPOSE-BUILT SOFTWARE · CUSTOM PRICING
From a focused dashboard or mobile app to a connected enterprise solution, built around the way your business actually works.
PRIVATE AI / SENSITIVE DATA WORKFLOWS
Fully automate agreed CPA and accounting processes, from document collection through follow-up and close preparation. Your private agent runs on Northwind’s local servers; an onsite infrastructure buildout is available for teams that want equipment at their premises.
Automate document collection, missing-information follow-ups, and close-preparation checklists. Accountants keep the professional judgments.
Explore workflows ↗Automate agreed matter-intake and document-organization processes. Lawyers retain legal decisions and approval of important actions.
Explore workflows ↗Automate quote-request routing, approved technical-document retrieval, and supplier follow-ups within your team’s rules.
Explore workflows ↗Automate onboarding checklists, meeting preparation, and agreed CRM updates while planners retain advice decisions.
Explore workflows ↗Example workflows are scoped to your tools and permissions. Approved external integrations may process data outside the private environment.
02 / HOW IT WORKS
Start with one task that keeps landing on your desk. We help you hand it off, with clear rules and a real person looking after the system.
We walk through where requests arrive, which tools are involved, what good looks like, and where a person needs to decide.
We set up the agreed environment and connections, test representative examples, and review approval rules before launch.
We maintain the agreed system and adjust it as your process changes, while your team handles exceptions and important decisions.
NORTHWIND
Set up and managed by our teamRoutine work follows your rules.
Exceptions reach the right person.
Illustration only. Connections and access are agreed with you.
SEE THE WORK, NOT JUST THE PROMISE
A familiar example: a repair enquiry, a scheduling check, and a pricing decision that still belongs to you.
01 / REQUEST ARRIVES
A customer emails about a repair. The message becomes a task with a clear next step instead of something you have to remember.
Could you repair our kitchen cabinet next Tuesday? And is there flexibility on the price?
02 / AGENT PREPARES
The agent checks the calendar, gathers the customer details, and prepares a reply within the rules set for the workflow.
The agent checks the calendar, gathers the customer details, and prepares a reply within the rules set for the workflow.
03 / YOU DECIDE
A pricing request falls outside the agreed rules, so the agent pauses and asks for your judgment before making a promise.
A pricing request falls outside the agreed rules, so the agent pauses and asks for your judgment before making a promise.
04 / WORK COMPLETED
Once approved and confirmed, the visit is recorded and the agreed reminder is scheduled.
Once approved and confirmed, the visit is recorded and the agreed reminder is scheduled.
SIMULATION · No messages or bookings are sent. Routine work can run within agreed rules; exceptions come to a person.
Try the full demo ↗BEFORE / YOU CONNECT EVERY STEP
Check the inbox. Look up the customer. Find a time. Copy the details. Remember the reminder. Chase what is missing.
WITH NORTHWIND / ONE MANAGED WORKFLOW
The request, calendar, records, and follow-up work together. You see the decisions that need you, with the context to make them.
FOR YOUR BUSINESS
You do not need to know which AI tool to buy. You need to know which part of your working day could be easier.
THE EVERYDAY PROBLEM
Enquiries and estimates need follow-up while you are out on a job.
WHAT NORTHWIND CAN HANDLE
Organize the request, prepare a reply, check availability, and keep the job record current.
WHAT CHANGES FOR YOU
Your team has a clear next step for each customer without piecing it together from the inbox.
THE EVERYDAY PROBLEM
Appointments, intake forms, and missing documents pull attention away from clients.
WHAT NORTHWIND CAN HANDLE
Prepare reminders, track requested documents, and route sensitive or unusual items to your team.
WHAT CHANGES FOR YOU
Arrive at the next appointment with the right information and fewer loose ends.
THE EVERYDAY PROBLEM
Customer details get copied between spreadsheets, email, and business software.
WHAT NORTHWIND CAN HANDLE
Move agreed information between connected tools and flag incomplete or conflicting records.
WHAT CHANGES FOR YOU
Less repeated entry, clearer handoffs, and a shared view of what happens next.
Example workflows, not guaranteed outcomes. We confirm tools, access, and approval rules before setup.
03 / SELECTED WORK
Purpose-built products and connected systems.
Scroll or swipe to explore all six.
Sales activity, scheduling, and follow-up without the extra typing.
Explore the project ↗One connected operations system for a nonprofit’s unique needs.
Explore the project ↗Goals, habits, and group accountability brought together.
Explore the project ↗Amazon brand analytics and advertising connected for agency teams.
Explore the project ↗A shared home for family history, memories, and future generations.
Explore the project ↗Credential management, approval workflows, and audit records.
Explore the project ↗PRIVACY & SECURITY
Each customer gets a dedicated environment—not a shared customer workspace or a pool of business data. Only explicitly approved connections cross the boundary.
Local-first in Orange County. Your managed AI Admin Agent runs on Northwind’s private local servers. An onsite infrastructure buildout is available at your premises. Northwind uses post-quantum encryption end to end and for stored data within its private AI systems.
See the full customer boundary ↗Human and administrative access is controlled, scoped, and defined with logs, backups, retention, and support responsibilities for the engagement.
Architecture illustration. Exact equipment, connections, access, and operating controls are documented for each engagement.
Exact deployment, connections, and controls are defined for your scope. This is not a certification or a guarantee that every connected service runs locally.
PRICING
Both options are private: a managed AI Admin Agent hosted on Northwind’s local servers, or a dedicated onsite infrastructure buildout at your premises. We define the processes, connections, and responsibilities before you commit.
MANAGED AI ADMIN AGENT · STARTING AT
$1,000 / month
Plus $750 setup
We host and manage your private agent; no onsite hardware buildout is required. Workflows, integrations, and pricing are agreed before setup.
PRIVATE AI INFRASTRUCTURE · 10–30 PERSON TEAMS
$12,500 implementation
Then $2,500/month for ongoing management
$20,000 hardware installation
Hardware is purchased separately. Final equipment configuration and pricing are confirmed after we assess capacity, location, and security needs.
A FEW PRACTICAL QUESTIONS
Yes. We connect the agreed steps across your tools so a process can run from start to finish. Your rules determine what happens automatically, which actions need approval, and when an exception reaches a person.
No. Routine steps can run within rules you approve. Decisions outside those rules can come to a person.
The Managed AI Admin Agent runs on Northwind’s own private local servers, with post-quantum encryption end to end and for stored data. An onsite infrastructure buildout is a separate option. Approved external tools may process the data needed for their tasks; those connections are defined before setup.
We review your actual tools and available access. Some connections are straightforward; others need custom integration or a different approach.
Northwind handles the agreed setup and ongoing management. Support responsibilities and response commitments are set out in your agreement.
Bring one repetitive role or process, such as customer follow-ups or scheduling. We will decide together whether automation is a useful fit.
LET’S START WITH YOUR BUSINESS
More time for your next idea, your customers, and your business.
Tell us which routine work you’d like to hand over.