AI-assisted finance function portal

Close the books. Stay compliant. Understand the business.

JAN AI SOLUTION brings accounting close, tax compliance, financial analysis, cash flow, margins, KPIs, and accountant-reviewed AI agents into one tailored client finance portal.

See the portal

Finance portal · live review

Client finance workspace

AI agents prepare close, compliance, and business insight briefs for review.

82%

Monthly finance review ready
Close checklist · tax deadlines · KPI signals

Close checklist

GST/QST watchlist

Cited tax memo draft

Finance function command centerBooks, tax, compliance, reports, cash flow, margins, KPIs.

✓Close package prepared for review

!Cash flow dip needs client context

AIKPI insight drafted for approval

Compliance stays under control.Tax filings, regulatory tasks, deadlines, and missing items live in one reviewable workflow.

The numbers become useful.Cash flow, margins, profitability, trends, and KPIs are translated into client-ready insight.

Humans stay accountable.Agents draft, flag, analyze, and organize — professionals approve judgment-heavy work.

THE TAILORED SERVICE PORTAL

A full finance function, not just a filing tool.

The portal combines the operational work clients expect — accounting close and compliance — with the advisory layer they actually value: cash flow, margins, profitability, trends, KPIs, and clear next actions.

01 · Accounting close

Maintain clean records.

Agents support document intake, reconciliation prep, month-end close checklists, variance notes, and accountant review queues.

02 · Tax + compliance

Meet obligations on time.

Regulatory calendars, filing readiness, missing-item detection, and compliance workflows stay visible without burying clients in manual trackers.

03 · Finance insight

Explain what the numbers mean.

Cash flow, margin movement, profitability, KPI trends, issue detection, and opportunity flags turn records into decisions.

Agent layerWhat it supportsHuman boundary

AI Tax AgentAnswers Canadian tax questions using ITA, ETA, CRA guidance, Revenu Québec publications, and court decisions.Cited review

AI GL AgentReads general ledger activity across AP, AR, bank, subledgers, multi-entity records, FX, and consolidation workflows.Accounting review

AI VAT / Sales Tax AgentMaps GST/HST, QST, place-of-supply, input tax credit, filing calendar, and indirect-tax obligations.No autonomous filing

AI Close AgentCoordinates close readiness, reconciliations, missing inputs, exceptions, and audit-log evidence before reporting.Close approval

AI Audit AgentChecks citations, repealed law, contrary cases, Québec issues, and whether conclusions follow the client facts.Second check

PLATFORM ARCHITECTURE

Agents, accounting engine, source-backed tax research.

The platform connects finance agents, an accounting engine, existing GL systems, and source-backed tax research into one reviewable operating model.

Client / AdvisorTax question or finance workflowClient facts, documents, close package, GL data

AI Tax AgentIncome Tax · GST/HST · Québec Tax

AI GL AgentAP · AR · Bank · Subledgers

AI Close AgentReconciliation · close · reporting

AI Audit AgentSecond-checks sources and conclusions

Accounting engineGeneral ledger + multi-entity consolidationSage Intacct · QuickBooks · NetSuite · Existing GL

LegislationITA · ETA · Taxation Act · QST Act

AgenciesCRA folios · GST memoranda · RQ publications

CourtsTCC · FCA · Supreme Court · Québec cases

Firm knowledgeInternal memos · precedents · review notes

OutputAnswer · analysis · citation trail · memo/email draftProfessionals approve before client delivery.

FROM PROCESS TO OPERATING MODEL

Map every process into automate, assist, analyze, or approve.

Each finance process is mapped into clear workflows: compliance tasks, close steps, review gates, agent responsibilities, and advisor-approved outputs.

Solution demo · finance portal roomMonthly close · Compliance · KPI review

Close the loop between work and insight.

Every process has an owner, input, deadline, AI support role, and human approval gate.

Accounting close checklistBank activity, payroll, receivables, payables · In review

TAX

Compliance obligationsGST/QST, payroll remittance, filing calendar · Ready

KPI

Business insight briefMargins, cash flow, profitability trend · Needs advisor approval

Portal readinessClose · compliance · insight

Close tasks ready58%Compliance review20%Insight questions13%Not applicable9%

01accounting

Close the books

Prepare records, checklist status, exceptions, and review notes.

02compliance

Track obligations

Regulatory tasks, filing readiness, deadlines, and missing inputs stay visible.

03analysis

Read the numbers

Cash flow, margins, profitability, and trends become plain-English insight.

04advisory

Recommend next actions

Agents flag issues and opportunities; the professional approves advice.

CLIENT FINANCE DASHBOARD

Give clients the close, compliance status, and business meaning in one place.

The portal shows what is complete, what is blocking, which filings matter, and what the numbers say about cash, margin, profitability, and performance.

View portal flow Read FAQ

Monthly finance portal

Demo Company Inc.

Close reviewTax source mapKPI insight brief

82%Portal readiness

OverviewCloseComplianceKPIs

Platform work queue

Updated 4 min ago

Month-end closeBank activity, payroll, receivables, and payables checked.

Ready

TAX

Tax source mapITA, ETA, CRA, Revenu Québec, and court sources mapped to the question.

Tracked

GL reconciliation reviewAP, AR, bank, and subledger exceptions need advisor context.

Review

KPI

Cited tax memo draftAnswer, analysis, and primary-source citation trail prepared for review.

Approve

Review timeline

Client visible

GL connectedExisting GL and accounting engine inputs organized.

Sources retrievedLegislation, CRA/RQ guidance, and cases checked.

Audit agent reviewSecond AI checks citations and conclusion before delivery.

AI approval queue

Draft answer prepared with source trail: ITA/ETA/RQ references, cases, and client-fact assumptions flagged for advisor review.

Approve insightEdit wordingAssign task

Ready files31Awaiting review

Client reminders9Prepared today

AI drafts18Need approval

FINANCE INTELLIGENCE LAYER

Agents turn financial records into decisions.

Beyond accounting and filings, the system continuously reviews cash flow, margins, profitability, trends, KPIs, and anomalies so the client receives insight, not just completed paperwork.

Close readiness checks

AI reviews month-end tasks, unreconciled items, missing documents, and exceptions before the accountant starts deep review.

Compliance obligation mapping

Regulatory requirements, filing due dates, missing inputs, and readiness status are turned into a visible compliance workflow.

Cash flow and margin analysis

Agents monitor cash movement, gross margin pressure, expense shifts, profitability trends, and unusual month-over-month changes.

Business-specific KPI briefs

Each client gets metrics that fit their business model instead of generic accounting dashboards.

Issue and opportunity detection

The system flags risks, trends, and improvement opportunities before the client asks what happened.

Approved client recommendations

AI drafts actionable insight, but the advisor reviews and approves anything that affects business or tax decisions.

AI finance brief

CloseBank activity, payroll, receivables, payables, and sales tax reports checked.

ComplianceGST/QST and payroll remittance deadlines mapped for the next cycle.

FlaggedGross margin down 6 points while revenue stayed flat.

Next stepAsk client to review supplier costs and pricing changes before advisory call.

Monthly revenue pattern

AI compares statements against expected business activity and highlights unusual months before review.

October deposits+18% vs prior month

November deposits-31% variance

December statementMissing

Client insight drafted for approval

“Your revenue is stable, but gross margin fell this month.”

Draft recommendation prepared. Advisor approval required before sending because pricing, supplier costs, and business context should be reviewed.

Approve insightRequest editConvert to task

Review flagsPrepared by AI

SignalSeverityRecommendation

Margin declineHighReview pricing

Cash flow dipBlockingAsk context

Payroll remittanceClearNo action

ACCOUNTANT-CONTROLLED AI AGENTS

Agents support the finance function. Professionals own the judgment.

Each agent has a defined role: automate routine checks, assist with close and compliance, analyze business performance, and prepare client-ready recommendations for professional review.

JAN AI AssistantNeeds approval before sending

Client asks

“Why is cash tighter if sales were stable?”

AI prepares

Draft insight created. Supplier costs rose, receivables aged, and December payroll timing compressed cash. Advisor review required.

Attach KPI chartSend to review queueAsk follow-up

Step 1Read close packageDone

Step 2Compare cash, margin, receivablesDone

Step 3Ask advisor to approve insightReview

What AI does here

Reads close and compliance data
Checks cash flow and margin trends
Identifies missing business context
Drafts client-ready insight
Routes it for advisor approval

TRUSTED FINANCE OPERATIONS

Useful AI without losing professional control.

Clients get faster clarity, but filing decisions, tax positions, and business advice remain reviewable and accountable.

Compliance plus insight,
handled with control.

Private financial data flows through secure intake, status visibility, approval history, and human-reviewed recommendations.

Audit trail preview

Every upload, reminder, AI draft, and approval has a visible record.

09:14Client uploaded payroll summary

09:16AI classified file and updated checklist

09:22Accountant approved client response

Security posture

The design communicates privacy without drowning visitors in legal copy.

Secure document roomRole-based accessApproval historyClient status visibility

Answers pending4

Approved today11

Access roles3

Audit events42

TrustNo invented testimonials — the page earns trust by showing workflow, controls, and privacy posture.

FAQ

Questions clients usually ask.

Does the AI replace the accountant or advisor?

No. The strongest positioning is professional-controlled AI. The agents organize, summarize, analyze, draft, and flag. The accountant or advisor approves tax-sensitive and business-critical recommendations.

Can clients upload documents securely?

Yes. The product promise is a private client workspace with document upload, status tracking, and an audit trail instead of scattered email attachments.

Why show the product on the landing page?

Because this is not just a service page. Buyers need to instantly understand the portal: close, compliance, reporting, KPI review, AI analysis, advisor approval, and client-ready insight.

Is this only for tax filings?

No. Tax and regulatory compliance are part of the portal, but the larger promise is an integrated finance function: accounting close, compliance, reporting, cash flow, margins, KPIs, and actionable client-specific insight.

Give clients a finance function, not just a filing service.

JAN AI SOLUTION combines close, compliance, reporting, KPI monitoring, cash flow and margin analysis, and accountant-reviewed AI insights into one tailored service portal.