Janani Jeyakanthan
Founder
Janani founded JAN AI from firsthand finance, accounting, tax, close, ERP, and strategic finance experience, shaping workflows firms can control before AI supports client work.
AI-assisted finance portal
Controlled finance workflows for tax firms.
Stop chasing documents, rebuilding research, and losing review context across disconnected tools. JAN AI gives tax firms one portal for intake, close, compliance, and advisor-reviewed insights.
Client workspace
Northstar Foods Inc.
Finance readiness82%
Close package assembled. Two items need signoff.
82%
CloseReadyBank, payroll, AP/AR matched
TaxReviewGST/QST source map attached
KPIFlaggedMargin drop needs context
Advisor queueLive
CL
Month-end close packageReconciliations and payroll checks ready.
ApproveTX
Compliance memoITA / ETA / CRA references attached.
ReviewAI
Client advisory briefMargin explanation drafted for review.
DraftPlatform
Take control of scattered client work.
Built for tax and accounting firms that want AI speed without losing professional control. JAN AI brings intake, close, compliance, and advisory work into one portal.
01
Guided intake
Clients know what to upload, what is missing, and where their file stands before your team has to chase them.
02
AI-prepared context
JAN AI organizes documents, GL data, tax research, and open questions into a clean review package.
03
Advisor review
Your team approves recommendations, filing positions, and client insights before delivery.
04
Visible trail
Sources, notes, approvals, and decisions stay attached to the client workflow.
Built for professional judgmentAI prepares the work. Advisors approve what goes out.See portal flow
Workflow
From raw work to approved output.
JAN AI turns scattered client inputs into a review package your team can approve.
01
Intake captured
Documents, GL data, deadlines, and client facts land in one controlled workspace.
02
AI prepares package
Missing items, close checks, tax source maps, and explanations are assembled for review.
03
Advisor reviews exceptions
Your team checks citations, assumptions, risks, and judgment-heavy recommendations.
04
Client receives clarity
Approved status, next actions, and explanations are delivered with the trail attached.
REVIEW PACKAGE
PendingNorthstar Foods Inc.
Ready after review82%
Missing items3
Tax source mapAttached
Advisor approvalRequired
Delivery statusQueued
CL
Close checklistBank, payroll, AP/AR checks ready
TX
Compliance memoITA / ETA / CRA references attached
AI
Client explanationMargin variance drafted for advisor review
Client finance dashboard
Know which clients need attention first.
Advisors see close readiness, compliance risk, missing documents, and KPI movement across the client base.
Advisor command centerSeptember close
Priority client
Northstar Foods Inc.
Three items need advisor review before the monthly finance package can be sent.
Close readiness82%
Missing docs3Payroll backup, bank support
Compliance riskReviewGST/QST source map attached
Cash movement-14%Variance needs client context
Approval queue5Memos and explanations pending
Solutions
Specialized agents, one approval layer.
JAN AI is not one chatbot. Each agent handles a specific workflow, then routes judgment-heavy work back to the professional.
Human control stays central.Agents prepare. Advisors decide.
Approval layerAdvisor reviewRequired before delivery
Close Agent
Readiness, reconciliations, missing items
Accountant signs offGL Agent
AP, AR, bank, payroll, subledger checks
Human resolvesTax Agent
Source-backed compliance memos
No autonomous filingAudit Agent
Citations, assumptions, contrary-source checks
Second checkKPI Agent
Cash flow, margin, and advisory briefs
Advisor approvesSource-backed compliance
Every answer keeps its evidence attached.
Tax and compliance work cannot rely on confident guesses. JAN AI keeps law, guidance, client facts, and reviewer notes in one trail.
Authority firstStatutes, agency guidance, cases, and firm precedent stay linked to the answer.
Facts stay connectedClient context and assumptions are kept beside the memo, not lost in email.
Review before deliveryProfessionals approve the position before it becomes client-facing advice.
COMPLIANCE MEMO
Advisor reviewGST/QST filing treatment
Client question
Does the current filing treatment match the client’s September revenue mix?
AI-prepared draft
Preliminary answer prepared with attached source trail. Advisor must confirm facts, assumptions, and final position.
01
ITA / ETA / Québec tax statutes
Primary law02
CRA / Revenu Québec guidance
Administrative position03
Tax Court / FCA / Québec cases
Case review04
Firm memo and client facts
Internal contextCLIENT ADVISORY BRIEFAdvisor approved
What changed this month?
Northstar’s gross margin dropped 6.8 points after food costs increased and two payroll-heavy weeks landed in the same close period.
Cash positionStableRunway unchanged
Margin movement-6.8 ptsNeeds pricing review
KPI signalFlaggedCOGS variance
1
Review vendor price changes before next close.
2
Prepare client-facing margin explanation.
3
Approve pricing conversation before advisory call.
Client value
Turn compliance work into advisory conversations.
Clients still need filings, but stronger firms explain what the numbers mean. JAN AI prepares cash, margin, KPI, and next-action briefs for advisor review.
Cash position and runway clarityMargin and profitability movementBusiness-specific KPI trendsApproved next actions before advisory calls
Trust and control
Useful AI, governed like client work.
JAN AI is designed around the controls firms already need: human approval, visible evidence, data boundaries, exception review, and clear delivery rules.
Control modelAdvisor in commandEvery output passes through review
01
Approval gates
Client-facing memos, recommendations, filing positions, and advisory briefs require professional signoff.
02
Audit trail
AI-prepared work keeps sources, assumptions, reviewer notes, and final decisions attached.
03
Data boundaries
Separate internal review context from client-visible explanations so sensitive work stays controlled.
04
Exception queues
Unclear facts, missing documents, conflicting sources, and high-risk positions are routed for review.
Not autonomous advice.JAN AI prepares organized work for professionals. The firm decides what gets approved and delivered.
Team
Built by operators, accountants, and builders.
JAN AI brings together founder-led accounting expertise, systems thinking, and product execution to build a portal firms can trust with real client work.
Founder-led, operator-builtHuman judgment stays visible from product vision to client delivery.
Mahesa Jeyakanthan
Systems Architect
Mahesa supports architecture, FinOps, reliability, data, AI, integrations, and review controls, helping JAN AI become a secure professional-services platform for real firm workflows and operations.
Arfan Khan
AI Engineer
Arfan supports JAN AI through AI engineering, agent workflows, evaluation harnesses, prototyping, and launch execution, turning Janani’s vision into a practical, testable product for firms.
FAQ
Answer the objections before the demo.
Firms do not need another AI promise. They need to know what is controlled, what is reviewed, and where professional judgment fits.
Built for cautious firmsClear boundaries. Advisor approval. Reviewable evidence.
Is JAN AI replacing accountants?
No. JAN AI prepares and organizes work so accountants and advisors can review faster. Professionals still approve judgment-heavy outputs, filing positions, client explanations, and recommendations.
What work does JAN AI support first?
The strongest starting workflows are client intake, monthly close readiness, compliance review, tax research support, KPI briefs, and advisor-approved client reporting.
Can clients see AI drafts?
Drafts can stay internal until an advisor approves them. Clients only see the reviewed status, explanation, next action, or final deliverable the firm chooses to share.
How does JAN AI handle sources and evidence?
AI-prepared answers can keep statutes, agency guidance, cases, firm precedent, client facts, assumptions, and reviewer notes attached to the workflow.
What happens when the AI is unsure?
Unclear facts, missing documents, conflicting sources, and high-risk positions are routed into review queues instead of being treated as finished advice.
Does this replace our existing tech stack?
No. The portal is positioned around controlled workflow and review. The product direction supports GL data, client documents, research sources, and approval rules without asking firms to rebuild everything at once.
Start with one workflow
Give clients a finance function, not just a filing service.
Start with the workflow creating the most drag today: intake, close readiness, compliance review, or advisory briefs. JAN AI turns it into a controlled portal process your team can evaluate.