Solutions / Finance / Accounting
Bespoke AI's custom auditing solutions empower audit teams, accelerate engagement reviews, and eliminate manual spreadsheet testing with secure, enterprise-grade AI software engineered for CPA firms, internal audit departments, and accounting teams.
Core capabilities & data automation
Auditors and accounting professionals spend hundreds of hours manually reviewing, cross-referencing, and tying out figures across general ledgers, bank statements, tax filings, and client-provided schedules. We engineer bespoke document automation engines that transform unstructured client records into structured, audit-ready workpapers without compromising on data privacy.
Cash, operating account 1010 · Bank reconciliation
| Date | Ref | Amount | |
|---|---|---|---|
| 06/03 | JE-2291 Pell Logistics | 48,200.00 | ✓ |
| 06/09 | CHK-10442 Northline Energy | (18,415.20) | ✓ |
| 06/14 | JE-2318 Arden Retail | 72,950.00 | ✓ |
| 06/21 | ACH-7781 Payroll, period 2 | (96,380.45) | ✓ |
| 06/27 | JE-2340 Dock 4 lease | (12,000.00) | ✓ |
| 06/30 | JE-2352 Coastal Supply | 1,240.00 | ⚑ |
| Date | Description | Amount | |
|---|---|---|---|
| ^ | 06/03 | Deposit | 48,200.00 |
| ^ | 06/10 | Check 10442 | (18,415.20) |
| ^ | 06/14 | Wire in, Arden | 72,950.00 |
| ^ | 06/21 | ACH payroll | (96,380.45) |
| ^ | 06/27 | ACH Dock4 lease | (12,000.00) |
| No matching deposit through 06/30 | |||
Notes to the workpaper
Bespoke vs. subscription
Audit and accounting platforms are licensed per user and per engagement, so firms pay more every time they staff up for busy season, on top of annual price increases for tools that still leave testing in spreadsheets. Bespoke workpaper software is built once around your methodology, with no per-seat licensing as your practice grows.
Our pricing is market competitive, and we never charge per auditor, per seat, or per engagement. Staff up for busy season without buying more licenses. Over time, bespoke simply costs less.
A User Experience Designer is assigned to every project and works with your partners, managers, and staff auditors to mirror your workpaper structure, sign-off chain, and testing procedures exactly.
The code, templates, and engagement data stay with your firm. Your audit trail never depends on a vendor’s pricing decisions or product roadmap.
We stay on after launch to resolve support issues, add new test procedures and standards, and respond fast to emergencies when filing deadlines are close.
Client request portals, reports, and deliverables carry your firm’s name and colors, so every client touchpoint looks like your practice.
Solutions / Finance / Accounting
Partner with specialized software engineers with financial backgrounds that design private, secure accounting systems tailored to your firm's proprietary methodologies.
BESPOKE
AI and wealth management pipelines for onboarding, KYC extraction, quarterly commentary, and alternative asset parsing.
AI risk management software for credit and counterparty extraction, policy mapping, and audit-ready filings.
The full range of custom financial software Bespoke builds for banks, funds, RIAs, and CPA firms.
Manual tie-outs0.00
Next step1 working session
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