Client request assistant
Draft missing-document requests from approved checklists and prior templates.
Private AI for accounting and finance
Finance workflow AI pilots with sensitive-data warnings.
WonderWave helps accounting firms and finance teams test private AI on client requests, document prep, reporting drafts, and internal workflow Q&A.
Finance workflows
Reduce back-and-forth without exposing client data.
The pilot helps gather, organize, and draft reviewable work while treating identity, tax, and payment data carefully.
Document prep
Extract review fields from approved sample documents and flag sensitive values.
Reporting drafts
Summarize internal finance notes for manager review before sharing.
| Risk | Private pilot control |
|---|---|
| Tax or identity data | Redact sensitive fields and test with sample or approved records first. |
| Incorrect financial interpretation | Use AI for preparation and drafts; financial professionals approve final work. |
| Client-facing errors | Keep client messages in review mode with source notes and missing-data warnings. |
Accounting pilot review
Test one client workflow with review built in.
Use the pilot to learn where AI can help and where it stays out.