AI-driven efficiency for every business, every professional, every day.
Every business professional—from bookkeepers to CEOs—deserves an AI-powered platform that transforms how they work, streamlining client communications to save time while delivering exceptional results.
CPA Firms & Tax Professionals
Streamline client workflows with AI-powered analysis and professional document exchange. Send forms for signature, provide strategic tax planning, and deliver advisory-level insights that differentiate your practice.
CFOs & Finance Teams
From executive leadership to bookkeeping services, enhance your financial expertise with AI-powered forecasting, strategic analysis, and professional reporting. Elevate your role from data entry to strategic advisor with insights that drive business growth.
CEOs & Business Owners
Get the executive-level financial insights you need without hiring expensive consultants. Make confident strategic decisions with AI-powered analysis, scenario modeling, and professional reporting that scales with your business growth.
What Every Professional Gets
Whether you're a CPA streamlining client workflows, a CFO preparing board presentations, or a CEO making strategic decisions, PeakSuite.ai provides the AI-powered insights, professional reporting capabilities, and secure collaboration tools that transform how you work—saving time while delivering exceptional results that set you apart from the competition.
Platform Capabilities at a Glance
See why financial professionals choose PeakSuite.ai for client engagement, strategic analysis, and professional reporting
Conversational AI Analysis
Chat with your AI advisor powered by 31 years of CPA expertise. Upload documents, ask questions, bookmark key responses, and get instant strategic insights through natural conversation with voice input support.
Professional Client Reporting
Transform AI conversations into polished, executive-ready reports with secure client portals, expiring links, engagement tracking, and two-way document exchange for seamless collaboration.
AI-Powered Suggestions
Automatically generate professional titles and descriptions for your reports. Save time while maintaining executive-level presentation quality with AI that understands business context.
Bidirectional Client Portal
True two-way collaboration with clients. Send professional reports, receive response documents, track submissions, and maintain complete audit trails—all through secure, expiring links you control.
Strategic Financial Intelligence
13-week cash flow forecasting, scenario modeling, M&A readiness, and executive-level business insights for confident decision-making. Choose between fast responses or deep reasoning analysis.
Centralized Workspace Management
Organize clients with full profiles, save conversation threads as projects, manage searchable client notes, track activity, and archive completed work—all in one powerful workspace.
What Makes PeakSuite.ai POWERFUL
Transform how you research, communicate, organize, and make business decisions with AI-powered capabilities
Powerful Research
AI-powered analysis of business documents, financial data, and market trends. Upload PDFs, Excel files, and get instant expert-level insights with conversational AI.
Powerful Client Communications
Transform conversations into professional reports with secure client portals. Bidirectional document exchange for forms, signatures, and collaborative workflows.
Powerful Organization
Complete client and project organization with AI-generated report titles. Manage client profiles, save conversation threads, bookmark responses, search client notes, and track all engagement in one centralized workspace.
Powerful Business Decisions
Strategic insights backed by decades of CPA experience. Cash flow forecasting, scenario modeling, and executive-level recommendations for confident decision-making.
Getting Started is Simple
No downloads, no installations, no complex setup. Access your AI-powered virtual CFO instantly through your web browser and start making smarter business decisions today.
• No files to download or software to install
• Immediate access via web browser once activated
• No IT setup required
• Start analyzing within 5 minutes