Putting Accounting Knowledge to Work with AI

Accelerate your accounting and assurance practices with an end-to-end platform

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Assistant

Analyze, Understand, Search And Standardize

Embedded Citations

Verify responses with embedded citations to the source knowledge

Microsoft 365 Integrations

Access the assistant from the applications that matter most.

Gateway To Your Knowledge

Find and leverage the most relevant information across all the knowledge sources  in an instant.

Document Workspace

Work with Materia’s accounting AI to deep dive into your documents with a dedicated workspace.

Templates

Document analysis templates can be saved and shared with your team, allowing for rapid and standardized work.

Review And Export

Mark responses as accepted or rejected. Edit the responses and export into Excel.

Automated Suggested Insights

Materia will generate the right questions for you, accelerating your document analysis.

Save & rerun templates

Document analysis templates can be saved and shared with your team, allowing for rapid and standardized work

Review and export

Mark responses as accepted or rejected. Edit the responses and export into Excel.

Automated suggested insights

Materia will generate the right questions for you, accelerating your document analysis

Accounting AI Platform
Document Workspace
Assistants
Knowledge Hub

AI Purpose-Built For Accounting Workflows

Materia diagram

Organize and Leverage Your Resources

Materia Sources

Accurate answers to any question

Materia chatbox

AI purpose-built for accounting workflows

Materia UI

Materia links to data you need

Your sources
our sources
Firm Guidance and Policies
Our AI works with your firm guidance and policies, making sure Materia speaks your language.
Client Documents & Contracts
Ingest your client documents to accelerate your day-to-day work, applying knowledge directly to the task at hand.
Checklists
Read and create templates directly from your firm’s checklists, whether it’s reviewing board minutes or assessing a debt agreement.
Engagement Files
Search your engagement data for the answers to your hard-to-find questions, and make sure everything is up to date.

Knowledge integrations

Our automated knowledge integrations allow you to share and manage documents, user permissions, and user groups between Materia and their other core systems.

Accounting 
AI Platform

All of Materia relies on an AI purpose-built to generate accurate answers at scale for accounting workflows.

Accuracy

Materia’s AI is constantly monitored and updated to utilize the latest and greatest generative AI models. Accuracy against accounting tasks is evaluated using a team of independent experts and benchmarked against other providers.

Bulk processing and agent planning

Our accounting AI engine is designed to handle large-scale accounting workflows, from running templates to multi-stage planning.

Accuracy

Materia’s AI is constantly monitored and updated to utilize the latest and greatest generative AI models. Accuracy against accounting tasks is evaluated using a team of independent experts and benchmarked against other providers.

Bulk processing and agent planning

Our accounting AI engine is designed to handle large-scale accounting workflows, from running templates to multi-stage planning.

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