Discover what makes PeakSuite.ai unique
Elevate your communication strategy with seamless, professional workflows.
Client asks business question or submits documents for analysis
AI analyzes data and provides comprehensive business insights and recommendations
Review AI response, add personal insights, and tailor for client
Deliver polished report to client with tracking and engagement analytics
🚀 From client question to professional response in minutes not hours
Every report contains the original question and PeakSuite's initial answer. From there, users can ask follow-up questions to refine the response or share it with a client or colleague. Each shared report has an expiration date that you control, and all activity is tracked on your PeakSuite dashboard.
✨ Click any report to experience what your clients will see
Get executive insights across all areas of your business
Growth scenarios, market analysis, and competitive positioning
KPI tracking, industry benchmarking, and operational insights
Compliance monitoring, early issue detection, and mitigation strategies
Cash flow projections, budget planning, and scenario modeling
PeakSuite.ai combines conversational AI with powerful business tools to deliver CFO-level insights and professional reporting capabilities.
Chat with your virtual CFO powered by 31 years of CPA expertise
Automatically generates professional titles and descriptions for your reports
Upload and analyze PDFs, Excel files, and business documents instantly
Transform conversations into client-ready business reports
Organize everything in one place with powerful client and project tools
True bidirectional communication - not just sending reports
Manage, edit, and track all your shared reports in one place
Get CFO-quality insights and strategic recommendations
Your business data is protected with industry-leading security
Your data never trains AI models and stays completely private
Google Cloud infrastructure with encrypted file storage
Permission-based access with automatic session timeouts
Quick answers to help you understand how PeakSuite.ai works
A: PeakSuite.ai is purpose-built for business and financial guidance with 31 years of CPA expertise integrated into every response. Unlike generic AI tools, we provide professional report generation, file analysis, chart creation, client management, and business-specific workflows that accountants and business owners actually need.
A: Yes. We use enterprise-grade Google Cloud infrastructure with encrypted storage, automatic session timeouts, and permission-based access controls. Your data is never used to train AI models and stays completely private. Your business information is as secure as your bank account.
A: No downloads or installations required. PeakSuite.ai works entirely in your web browser. Just log in and start working - no IT setup, no software updates, no hassle. Works on desktop, laptop, and mobile devices.
A: Absolutely! PeakSuite.ai is designed for professional use. Generate client-ready reports with one click, track engagement analytics, manage multiple client projects, and deliver CFO-level insights that help you stand out from competitors. Many CPAs and bookkeepers use it to offer premium advisory services.
A: Yes! PeakSuite.ai includes comprehensive workspace management. Create client profiles with full contact information, save conversation threads as organized projects, add searchable notes to each client, and track all interactions in one centralized dashboard. Everything is organized by client with search functionality, archiving for completed work, and the ability to rename clients while automatically migrating all associated files.
A: Our AI is trained on 31 years of real-world CPA experience and provides highly accurate, practical guidance. However, like any advisory tool, you should review recommendations and consult with your professional advisors for final decisions on complex tax and financial matters. Think of it as your always-available expert colleague.
Have more questions? Check out our comprehensive User Guide for detailed answers.
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
• No IT setup required
• Start analyzing within 5 minutes