Every engagement starts with a paid pilot (about $5,000, roughly 30 days) that proves value on your own books. After that, small-firm installs run about $1,000–2,000/month plus a one-time setup (~$5–15k) and the appliance (~$6–10k); solo and micro practices start around $400–750/month. Pricing is flat per firm, not per seat.

Workflows Architecture Pricing FAQ

Book a working session

For accounting & bookkeeping firms

ChatGPT can't touch your clients' books. A private AI that runs in your office can.

Q: Why can't I just use ChatGPT or cloud tax software for this?

Pasting a client's books, bank statements, SSNs/EINs, or tax returns into a cloud AI sends that financial data to a third-party server. Under the FTC Safeguards Rule (16 CFR Part 314) and GLBA, that egress is a disclosure your firm is responsible for — and a potential breach-notification trigger. GoDo runs the AI and OCR locally on hardware you own, so it doesn't add the new cloud exposure that pasting into a browser chatbot does.

Q: How does this satisfy my WISP?

The IRS requires every paid tax preparer to maintain a Written Information Security Plan. A core control in any WISP is limiting where client data is processed and stored. Because GoDo's AI and OCR run on-premises and write to a local audit trail, AI-assisted work stays inside your documented security perimeter. GoDo is not a substitute for your WISP — it is built to fit inside one.

Q: Where does GoDo run, and where does our client data live?

In your office, on hardware you own — the workflow engine, AI inference, OCR, audit trail, and Postgres system of record, with zero runtime AI calls offsite. An honest nuance: your books may already live in QuickBooks Online or Xero, which are cloud services GoDo doesn't change. What it guarantees is no new cloud exposure.

Q: Does this connect to my QuickBooks or Xero today?

Not yet — and we'd rather tell you straight than oversell. Today GoDo ingests email, documents, and contacts (Google and Microsoft), reads checks and scanned documents with on-device OCR, and is proven running confidentiality-safe workflows for law firms. The accounting-data connectors — QuickBooks, Xero, bank feeds — are what we'd build with a first design partner. That's exactly what the paid pilot is for.

Q: Does the AI make decisions about the books?

No. AI proposes; you decide. The local model extracts and flags — it suggests a category, surfaces a behind client, or drafts a reminder. The accountant reviews and approves before anything is posted or sent, and every approval is captured in the audit trail.

Q: What about the 2026 agentic web?

Universal-cart and AP2-style rails let a third-party cloud agent read and transact across the web on your behalf. For a firm holding client financial data under the FTC Safeguards Rule and GLBA, routing that data through a cloud agent is the exposure, not a convenience. GoDo's inference never leaves your office — there is no cloud agent reading your clients' books.

GoDo runs transaction categorization, month-end close, deadlines, reconciliation, and 1099 prep on hardware your firm owns — local AI, on-device OCR for checks and documents, evidence behind every flag, and a permanent audit trail.

Book a 20-minute working session See the private AI architecture

AI proposes. The accountant decides.

CLIENTS

Riverside Dental

Calder & Sons

Mott Hardware

Delgado LLC

+ 23 active clients

Morning Brief — Tuesday, June 10

LOCAL INFERENCE · ON-PREM

14 uncategorized transactions over threshold — 3 clients

Suggested categories ready · 2 likely duplicates flagged

View evidenceApproveCorrect

12 checks + 4 scanned documents read by OCR overnight

Vendors, amounts, dates extracted on-device · 2 low-confidence holds

View evidenceApprove

2 clients behind on books

Riverside Dental — May bank feed unreconciled, 11 days · reminder draft ready

View evidenceApprove reminder

Q2 sales tax (TX) due in 6 days — 2 clients

1099 prep window opens next week

View evidenceRoute

AUDIT LOG

42 bank feed imported
44 OCR: 12 checks read
51 M.O. approved 9 categories
52 rule created: STAPLES → Office Supplies
55 reminder draft queued

immutable · co-transactional

RUNS ON FIRM-OWNED HARDWARE

EVERY ACTION LOGGED + TIMESTAMPED

Illustrative brief — the design-partner vision. The engine behind it (local AI, approval gate, immutable audit trail) is proven for law firms today.

✓ No client data sent to AI vendors

✓ No per-token runtime AI costs

✓ On-device OCR for checks & documents

✓ Flat per-firm pricing — not per seat

The problem

Cloud AI wants your clients' financial data. The Safeguards Rule says no.

Your staff wants the productivity. The FTC Safeguards Rule (16 CFR Part 314) and your IRS WISP haven't changed. Before a client's transactions, bank statements, or SSNs go into a cloud AI, the firm has to answer:

01

Where did the client's financial data go?

02

Was an SSN, EIN, or bank statement disclosed to a third party?

03

Can the firm prove what happened — to an examiner?

04

Is every flag grounded in a source document?

05

What happens when cloud agents begin reading and transacting on your clients' data across the web?

The GoDo answer

Answer them by architecture, not by a vendor's terms of service.

⌂

Private by deployment

The full stack — workflow engine, AI inference, OCR, system of record, audit trail — runs on hardware your firm owns. Client financial data is never sent to an AI vendor.

▦

Predictable by economics

Once a workflow is built, routine execution runs deterministically — zero runtime AI calls. No per-token costs, no per-seat licenses, flat per-firm pricing.

⚖

Safer by workflow

Every flag carries its evidence — down to the OCR'd check image. Every posting passes accountant approval and lands in an immutable, examination-ready audit trail.

Security architecture

Client financial data stays inside the firm.

The FTC Safeguards Rule, your WISP, and AICPA confidentiality are served by where the computation runs — not by a cloud vendor's promise. The AI and the OCR both run in your office, and fail shut if the local model is unavailable.

Firm email

Checks & scanned docs

Client records

→

YOUR FIRM'S PERIMETER

Local GoDo server

workflow engine · zero runtime AI calls

Local AI + OCR

inference + document reading on-prem · fail-shut

Postgres system of record

immutability trigger — no edits, even by admins

Audit trail

co-transactional · who, what, when

→

⚖ Accountant approval queue

AI proposes. The accountant decides.

Cloud LLM — not in the loop

An honest nuance: your books may already live in QuickBooks Online or Xero — cloud services GoDo doesn't change. What GoDo guarantees is no new cloud exposure: the AI and OCR run locally, and client data is never sent to an AI vendor.

CLOUD AI TOOLS

✗Client financial data processed on third-party servers

✗"We don't train on it" is a promise, not a guarantee

✗Per-token costs compound with client volume

✗Data egress your Safeguards program must account for

GODO SOVEREIGN DEPLOYMENT

✓AI inference and OCR run locally, on hardware you own

✓Workflows run deterministically once built — zero runtime AI

✓Fail-shut if the local model is unavailable

✓Evidence and approvals logged — examination-ready

What we'd build with you

The work running on email and spreadsheets today.

These are build-to-order workflows we'd design with a first accounting partner — not features shipped in a box. The engine underneath — local AI, the correction→guardrail loop, the immutable audit trail — is proven for law firms today.

★ LEAD VISION

Transaction categorization that learns

PAINHand categorization, month after month, across every client

GODO RUNSThe local model proposes a category; correct it once and it becomes a permanent rule, across every client where it applies

EVIDENCESource transaction, prior-rule match score, suggested category

⚖ APPROVALNothing posts to the books without the accountant's approval

Month-end close checklist

PAINClose steps in spreadsheets; items slip when someone is out

GODO RUNSAuto-generated per-client checklist — reconciliations, accruals, review — with escalating alerts

EVIDENCEOpen items flagged before the deadline, with history

⚖ APPROVALSign-off captured by the responsible accountant

Client onboarding + WISP-compliant intake

PAINDocuments collected over email; no defensible record of intake

GODO RUNSStructured intake built to fit inside your Written Information Security Plan; OCR reads submitted documents on-device

EVIDENCEEvery request and receipt timestamped with actor attribution

⚖ APPROVALThe accountant accepts the engagement on the record

Tax + sales-tax deadline tracking

PAINPer-state dates living in someone's memory and a spreadsheet

GODO RUNSPer-client, per-state tracking — income tax, estimates, sales tax, extensions — with escalating alerts

EVIDENCEEvery reminder logged with delivery confirmation

⚖ APPROVALThe accountant reviews filing readiness before anything goes out

Bank reconciliation + variance explanation

PAINChasing unmatched items across statements, check images, and the ledger

GODO RUNSFeeds matched against the ledger; OCR reads checks and statements on-device; variances flagged with a proposed explanation

EVIDENCEThe variance, the explanation, and the source image — together

⚖ APPROVALReconciliation sign-off captured — defensible if anyone asks

1099 + compliance documentation

PAINMissing W-9s discovered at year end, every year

GODO RUNSVendors tracked across the 1099 threshold; missing W-9 alerts; filing readiness per client

EVIDENCECompliance documentation assembled, examination-ready by default

⚖ APPROVALThe responsible accountant signs off on the filing

Economics

Stop paying a cloud AI tax on every client's books.

Cloud AI pricing looks small until it is embedded in every categorization, close step, deadline check, and reconciliation — across every client, every month. Once a GoDo workflow is built, routine execution runs deterministically: zero runtime AI calls, zero per-query cost.

CLOUD AI WORKFLOW

GODO

Inference

CLOUD — Metered, per token

GODO — Local — AI-assisted setup and review

Client financial data

CLOUD — Egress your Safeguards program must account for

GODO — Stays inside the firm — never sent to an AI vendor

Document reading

CLOUD — Checks and statements uploaded to cloud OCR APIs

GODO — On-device OCR — documents never leave the office

Answers

CLOUD — Need verification

GODO — Verified flags with the evidence attached

Cost over time

CLOUD — Grows with client volume

GODO — Flat per firm — zero runtime AI cost

Every engagement starts with a paid pilot.

STEP 1 · START HERE

Pilot — ~$5,000

Paid, roughly 30 days. We build a first bookkeeping workflow on a real slice of your practice — proving the sovereign deployment, the correction→guardrail loop, and the audit trail. As a design partner, you shape what gets built.

→

SOLO / MICRO

$400–750/mo

A right-sized sovereign deployment for a solo accountant or bookkeeper — the same local AI, OCR, and immutable audit trail, with workflows built to fit a one- or two-person practice.

→

MOST FIRMS

Small firm — $1–2k/mo

Full sovereign install with the workflows we build together. One-time setup ~$5–15k plus the appliance (~$6–10k) — financed or passed through at cost. The appliance is yours.

Flat per firm. Not per seat.

Adding staff or clients doesn't add a metered line item. If volume outgrows the appliance, you add capacity you own — a planned capital cost, not a bigger subscription. When the engagement ends, the hardware and everything on it stays in your office.

The guardrail that matters

The playbook improves. The accountant remains in charge.

No source, no statement.
No confidence, no posting.
No accountant approval, no entry on the books.

GoDo never says "this is the right category" and posts it. It says "suggested — your approval required." Correct a suggestion once and the correction becomes a permanent rule the system never forgets — captured, like everything else, in the audit trail.

AI suggests

→

⚖ Accountant approves or corrects

→

Correction becomes a permanent rule

↺

PROVEN ELSEWHERE, BUILT WITH YOU

The engine — local AI, the approval gate, the immutable audit trail — is running confidentiality-safe workflows for law firms today. The accounting-data connectors (QuickBooks, Xero, bank feeds) are what we'd build with a first design partner.

You'd be an early design partner shaping the workflows — not customer #500.

Built on technology that has been running compliance workflows in regulated industries for 15 years — healthcare, finance, insurance, manufacturing.

FAQ

Straight answers.

Why can't I just use ChatGPT or cloud tax software for this?+

How does this satisfy my WISP?+

Where does GoDo run, and where does our client data live?+

Does this connect to my QuickBooks or Xero today?+

Does the AI make decisions about the books?+

What does it cost?+

What about the 2026 agentic web?+

Start with the one process you'd never put in the cloud.

Walk us through how your firm handles it today — categorization, close, deadlines, whatever exposes you most. We'll map it live, show you what the morning brief would flag once GoDo is connected to your practice, and spec a pilot with sovereign deployment configured for your office from day one.

Book a 20-minute working session View technical architecture

Every engagement starts with a paid pilot (~$5,000). The appliance is yours; your data never leaves it. If it doesn't fit, we'll tell you.

Workflows Architecture Pricing FAQ For law firms