Connect your ledgers, receipt capture and client folders. Foxwise indexes them into one workspace your partners and staff can ask questions of — with a citation on every answer.
Every connector is incremental, and every answer cites the exact source row, document, or transaction.
What's our largest A/R exposure for a client this quarter?
$184,220 across 6 unpaid invoices, all aged 60+ days. Largest single: INV-2841 ($72,000, due Aug 14). Source: QBO + Bill.com.
Pull every contractor over the 1099 threshold for a client.
11 contractors above $600 YTD. Total: $87,430. W-9 missing on 2 (Lopez, Chen). Source: Gusto + receipts folder.
Summarize this client's engagement letter and flag scope changes.
Original scope: monthly close + payroll. Two emails in May expanded to AP and sales tax. Recommend amended letter. Source: Drive folder.
A live Foxwise chat, primed on the questions accountants ask every day. No sign-up needed.
Hi — I'm Foxwise. Ask me anything an accountant might ask: A/R exposure, 1099 thresholds, close checklists, sales tax nexus, engagement scope. Try a suggestion below or type your own.
OAuth into QBO, Xero, NetSuite, Bill.com, Gusto. Drop in any Drive or SharePoint folder. One-click client onboarding.
Transactions, journal entries, invoices, receipts, engagement letters, prior-year workpapers — all unified per client.
Partners, staff, and even clients ask in plain English. Every reply cites the row, doc, or transaction it came from.
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