Built by CPAs, for CPAs
The AI for CPAs is being built now. With you.
Welters is built by and with CPAs who want to transform the way they work — one feature at a time. From financial analysis and documentation to working paper file preparation, Welters accelerates your work and makes review easier with detailed calculations and traceable sources.
One AI, the entire file journey
Collection
Spaces
Centralization
Spaces
Analysis
Welters
Conclusions
Welters
Welters
File analysis, at AI speed
- ✓Analyze your documents at AI speed, without sacrificing accuracy
- ✓Built for audit, review, and compilation engagements
- ✓Every figure stays traceable to its source
- ✓You stay in control of your professional judgment
- ✓Your data never leaves Canada
Client Spaces
Document management, effortless
- ✓AI prepares the list of requested documents and contacts the client
- ✓Automatic validation on receipt, wrong file rejected
- ✓Automatic follow-ups and reminders, zero manual chasing
- ✓Reminders scheduled by you: annual, quarterly or one-time
- ✓Perfect for the T1s and bookkeeping that eat up your time
The real productivity gain is in the complete package
Request your documents through Client Spaces. Once validated, they feed directly into your analysis with Welters. No re-entry, no interruption.
20 hrs
saved per week
100 %
of your data hosted in Canada
CPA
built by and for the profession