The AI-powered operating system
for modern accounting firms.
Running an accounting practice shouldn't require juggling ten different applications, disconnected spreadsheets, and endless manual reviews. Praxa brings your entire practice together into one intelligent platform.
Praxa manages every stage of the client journey, from onboarding to bookkeeping, financial reporting, tax compliance, advisory, billing, and ongoing client communication.
Powered by Celia, your AI accounting assistant, Praxa doesn't simply organize work, it helps complete it faster, more accurately, and with greater consistency. Whether you manage 50 clients or 5,000, Praxa enables your firm to scale without compromising quality.
Every operational and client-facing function your firm needs.
- AI-assisted bookkeeping
- Bank reconciliations
- Month-end close
- Financial statement preparation
- Multi-entity accounting
- Consolidations
- General ledger management
Every deliverable passes through Celia's intelligent review engine before reaching your team.
- Transaction anomaly detection
- Missing documentation alerts
- Coding recommendations
- Variance analysis
- Financial consistency checks
- Compliance validation
- Review workflows
- Risk flagging
Manage the complete tax lifecycle.
- Individual & business tax preparation
- Workpaper management
- Document collection
- Tax notices
- Extension management
- Filing workflow
- Compliance calendar
- Client approvals
Everything required to deliver advisory services.
- Cash flow forecasting
- Budgeting
- Scenario planning
- KPI dashboards
- Board reporting
- Financial planning & analysis
- Forecast models
- Executive insights
- Business health scoring
Complete AP & AR automation.
- Vendor management
- Invoice processing
- Approval workflows
- Payment tracking
- Collections
- Client invoicing
- Recurring billing
Run your entire firm from one workspace.
- Client CRM
- Workflow automation
- Project management
- Task management
- Team collaboration
- Capacity planning
- Time tracking
- Resource allocation
Praxa connects with the software your clients already use.
Your AI accounting assistant.
Celia works alongside every member of your firm, from bookkeepers and accountants to controllers, tax professionals, and Fractional CFOs. Instead of replacing professionals, Celia amplifies them by eliminating repetitive work and providing intelligent recommendations in real time.
- Categorize transactions automatically
- Prepare reconciliations
- Review financial statements
- Detect unusual transactions
- Draft client responses
- Generate management reports
- Build financial forecasts
- Analyze KPIs
- Answer accounting questions
- Surface client risks before they become problems
- Assist with tax preparation
- Produce advisory insights
- Learn your firm's SOPs and workflows
Every improvement inside your practice creates a better experience for your clients.
The speed of AI. The judgment of experienced accounting professionals.
Let's talk about
your firm.
Book a 30-minute call. We'll walk you through SmartTask and Celia, talk through your workflow, and show you whether CLOUDIT is a fit. No pressure. No pitch deck.