AI Research Assistant Built
for CPAs Who Do Real Work

Summarize IRS regs, spot trends in trial balances, draft workpapers โ€” no wasted hours. Built on ChatGPT.

Free to use. No client data required. No fluff.

InsightEngine helps you:

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Summarize authoritative IRS & GAAP rules

Get clear, citation-backed summaries of complex regulations without wading through endless documentation.

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Analyze sanitized trial balances or GLs

Spot trends and anomalies in financial data while maintaining client confidentiality.

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Run business model scenarios without breaching compliance

Model different business scenarios and understand their accounting implications while maintaining ethical boundaries.

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Standardize workpaper explanations

Draft consistent, professional workpapers and client-facing documentation.

Ethics-First. Compliance-Locked.

  • Based on public IRS, FASB, PCAOB, and AICPA sources
  • Never uses or accepts client data
  • Draft-only content to supportโ€”not replaceโ€”CPA judgment
  • Automatically adds citations and disclaimers
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InsightEngine is built for:

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CPAs in tax, audit or advisory roles

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Technical reviewers and memo writers

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Staff reviewers at audit firms

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Fractional CFOs and partners juggling multiple clients

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Firms who want research speed without sacrificing quality

Start using InsightEngine in 30 seconds.

No signup. No credit card. No downloads.

Frequently Asked Questions

Is this tool really free?
Yes. It's a lead magnet for the CPA community. No catch.
Is this just regular ChatGPT?
No. While InsightEngine is built on OpenAI's ChatGPT platform, it's a custom GPT specifically trained with CPA workflows, accounting standards, and built-in guardrails that prevent client data input. Think of it as ChatGPT's specialized cousin who went to accounting school.
Can I use real client data?
No. InsightEngine is for research and drafting only. Never input confidential client information.
What if I want a private version for my firm?
Book a call and ask about white-label deployments tailored to your firm's needs.
Can I customize this for my firm's workflow?
Yes โ€” white-label and private deployments are available. Book a consult to learn more.