For accounting firms

Your firm's knowledge base
in three minutes.

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.

SOC 2-aligned · SOX-ready audit trail · Client-level isolation

CLOSE SNAPSHOT
  • Reconciled accounts142
  • Missing receipts found38
  • Client questions resolved217
  • Avg lookup time2.4s
Illustrative figures · sample firm, 18 staff
3 min
From upload to first answer

100% cited.
Zero guesswork.

Every answer links to the exact row, doc, or transaction it came from. A SOX-ready trail, on by default.

Start now
Close faster
this month.
Plays well with

QuickBooks Online, Xero, NetSuite, Bill.com, Gusto, Dext, Plaid, Google Drive

Results

Measured, not promised.

Measured across pilot firms in the first 60 days.

01
73%
less time hunting for source docs
across pilot firms, first 60 days
02
4.1×
faster client question turnaround
compared to email + portal lookup
03
$0
spent on a separate research tool
one workspace, every client file
Integrations

Connects to the stack you already bill against.

8 categories. Every connector is incremental, and every answer cites the exact source row, document, or transaction.

Foxwise
One workspace
General Ledger
Live
QuickBooks OnlineXeroNetSuiteSage Intacct
AP / Bill Pay
Live
Bill.comRampMelioBrex
Receipt & Doc Capture
Live
DextHubdocAutoEntry
Payroll
Live
GustoADPRipplingPaychex
Banking & Cards
Live
PlaidStripeMercury
Storage
Live
Google DriveSharePointDropboxBox
Tax & Audit
Beta
CCH AxcessDrakeProConnect
Anything else
Custom
REST APIWebhooksCSVSFTPOn-prem
Don't see a tool? We've added connectors in under two weeks.Request an integration
In practice

Ask it like a partner.

3 examples of the questions your team asks every week.

01

What's our largest A/R exposure for a client this quarter?

Foxwise answers

$184,220 across 6 unpaid invoices, all aged 60+ days. Largest single: INV-2841 ($72,000, due Aug 14). Source: QBO + Bill.com.

02

Pull every contractor over the 1099 threshold for a client.

Foxwise answers

11 contractors above $600 YTD. Total: $87,430. W-9 missing on 2 (Lopez, Chen). Source: Gusto + receipts folder.

03

Summarize this client's engagement letter and flag scope changes.

Foxwise answers

Original scope: monthly close + payroll. Two emails in May expanded to AP and sales tax. Recommend amended letter. Source: Drive folder.

Try it now

Ask it something.

A live Foxwise chat, primed on the questions accountants ask every day. No sign-up needed.

Foxwise · Live demo
Online

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.

Demo answers use illustrative figures, not real client data.Build yours
How it works

Live in an afternoon.

No code, no consultants. Connect, index, ask.

01

Connect the stack

OAuth into QBO, Xero, NetSuite, Bill.com, Gusto. Drop in any Drive or SharePoint folder. One-click client onboarding.

02

We index the trail

Transactions, journal entries, invoices, receipts, engagement letters, prior-year workpapers — all unified per client.

03

Your firm just asks

Partners, staff, and even clients ask in plain English. Every reply cites the row, doc, or transaction it came from.

Common questions

What accounting firms ask before they start

Have a question we didn't cover? Talk to our team

SOC 2 Type II aligned
Client-level data isolation
SOX-ready audit log
Per-engagement permissions
PII redaction on ingest
Zero training on your data

Your firm's knowledge base, in three minutes.

Connect one client engagement, point us at your Drive, and ask your first question the same afternoon.