Accounting / Professional
AI that answers questions about accounting software exports
Accounting firms work across many brands of client accounting software. Phak AI lets accountants take Excel or CSV files exported from that software, such as trial balances, purchase tax reports, or receivables reports, and ask about them in plain Thai. The assistant calculates from the real data in the file and says which file it used. It suits teams that need numbers fast without writing formulas.
In Client A's trial balance this month, which expense category grew most versus last month?
Freight grew the most, followed by repairs. I've attached a table comparing each account.
Source: Client A trial balance, this month and last month.xlsxOK, I'll open the journal and check the freight entries.
Why asking accounting software exports helps accounting firms
Each client uses a different brand of accounting software, and the reports look different. Accountants open the file, filter it, and write new formulas every time they need one number. Knowing how to read each client's files ends up with a few people.
Phak AI lets you ask about Excel or CSV files in plain Thai right away. The assistant works on the real data in the file, does not guess numbers, and names the file it used every time. You can start without any integration, and connect your firm's internal systems through MCP.
How to ask accounting software Excel exports
Use the files your team already exports every month.
Export as usual
Trial balance, general ledger, purchase and sales tax reports, or receivables reports from the client's software.
Load it into that client's space
Keep a separate space for each client with permissions, so only the assigned team can see it.
Ask in Thai
Type your question as you would to a colleague. The assistant calculates and summarizes from the file.
Check against the source
The answer names the file used. Accountants check the actual entries in the software before reporting to the client.
Questions accountants can ask about export files
What we measure
We agree on the measures when you start using Phak AI.
- Time spent summarizing numbers from exports per client
- Number of number questions that reach an account manager
- Date the books are closed each month
Scope of asking export files
What Phak AI does
- Phak AI answers number questions from Excel or CSV files in plain Thai
- Phak AI works with files from many brands of accounting software
- Phak AI keeps separate spaces and permissions per client
What it does not do
- It is not accounting software or an ERP, and it does not post entries for accountants
- It does not audit or certify financial statements
- It does not change data in the client's accounting software
Frequently asked questions
Do we need to connect to the client's accounting software?
No. Start right away with the export files your team already uses, and connect your firm's internal systems through the MCP standard together with your IT team.
How reliable are the numbers?
The assistant calculates from the real data in the file and names the file used, but accuracy depends on the source file. Accountants should always check key items before using them.
Does one client's data mix with another's?
No. Your firm has a dedicated server, separate spaces per client, and role-based access. Every question is logged. See security.
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Tell us about your business. The Phak AI team will show you the systems that fit and plan the rollout with you, without replacing what you have.