A private AI for your accountancy practice
Every practice answers the same questions hundreds of times a year: what records to keep, whether a client needs to register for VAT, when a return or a filing is due, what you need before you can take someone on. The answers are already written down — in your guides, your onboarding letters, your email templates, and in the public rules behind them.
Noetava trains a private AI on exactly that material. It answers clients on your website and your team at their desks, in your practice's voice, around the clock, with the source shown — and hands anything that needs a professional to your inbox.
Ask it something first
This one is trained with Noetava on public HMRC, GOV.UK and Companies House guidance, so it answers the questions clients bring you. Yours would be trained on your own guides as well. See every document it’s built from.
General information from public documents, not professional advice. Please don't type personal details into the demo.
The kind of questions it handles
- “What do I need to send you for my year end?”
- “Do I need to register for VAT yet?”
- “What's included in the monthly bookkeeping package?”
- “Can you handle payroll for two employees?”
- “When does Making Tax Digital apply to me?”
A few examples. It answers whatever your documents cover, in your words.
Train it on anything you have
- Your service and fee guides
- Client onboarding packs and engagement letter explainers
- Deadline calendars and “what we need from you” checklists
- The FAQ emails you find yourself re-sending, and the HMRC and Companies House guidance you point clients to
A starting point, not a limit. Policies, manuals, contracts, price lists, guides, FAQs, emails, meeting notes, product specs, course material, past answers — as PDFs, Word documents, web pages or pasted text. If your team reads it, it can learn it.
Confidentiality is the point
Your AI is trained only for your practice and answers only from what you gave it. Nothing is pooled with other customers, and nothing is sent to OpenAI or any third-party AI provider — the model runs on Noetava's own infrastructure. Noetava is built by a UK company, ICO-registered, under UK GDPR.
How it goes live
Upload your guides
PDFs, Word documents, or pasted text — the material you already send clients.
Train it in minutes
Noetava fine-tunes a model that is yours alone, then adds live retrieval with citations.
Put it where clients ask
Embed the widget on your website, or share a branded page. Strict mode keeps it inside your guidance, with your exact wording when a question needs a human.
Common questions
Only if you train it to — and you shouldn't. The sensible setup, with strict mode switched on, is that it explains your processes and general guidance, and for anything judgement-based it says, in your words, “that one's for your accountant” and offers to take the client's details.
Yes. Lead capture offers a contact form mid-conversation, and each lead arrives with the conversation attached, so you can see exactly what the prospect wanted.
Update the document and retrain — it takes minutes, and every plan includes a monthly training allowance.
Put a private AI to work for your business
Upload your documents, train in minutes, and see it answer. 7-day free trial on Starter — no card needed.