Tie the bank statement to the ledger
“Reconcile our June operating account against the general ledger and show me anything that doesn't tie out.”
A small add-on for the Claude your firm already uses (Copilot coming soon). It routes the AI's work to a person, makes their check fast, and files proof that a human approved it: the documentation your auditor, regulator, or client will ask for.
Built for CPA & professional-services firms · 1–50 peopleBelow, a real task goes through, one typed sentence to a sealed evidence record, in about thirty seconds. Worth watching once before you set anything up.
Your AI gains a new ability, “send this to a person for review”, and uses it as the final step on qualifying work. No need to ask; say “no review needed” to skip.
Let's do my monthly expenses.
No card, no call, no IT ticket. The animation shows the whole setup; you do the same three things along with it.
This is how your AI sends work to a person. It already carries your firm's private key, so your defaults are remembered.
https://amplify-reviews.up.railway.app/mcp/review
Settings → Connectors → Add custom connector. In the name field type Amplify, human review, the name is how your AI knows when to reach for it. Save, and you're connected.
Claude-only for now · Microsoft Copilot coming soon — join the waitlist
Paste this once into Claude's preferences, or send it as your first message. Every business task gets a human review from then on, without you asking.
For business work you produce for me (expenses, reconciliations, drafted letters, reports), always send it through Amplify for human review before treating it as done, unless I say to skip.
Point it at your storage. Reviews work immediately either way; once Amplify knows where your records live, every approval files itself to your own SharePoint or Dataverse.
Every prompt below is one a finance or operations person actually types. Copy one, paste it into your Claude, and the work comes back reviewed and on the record. The chips show what it plugs into, and whether that plug exists today.
“Reconcile our June operating account against the general ledger and show me anything that doesn't tie out.”
“Run our month-end close checklist for June and draft the journal entries you think we need.”
“Draft the notes and disclosures for our FY25 financial statements from the trial balance and last year's statements, and show me line by line what changed.”
“Pull this client's 1099s, K-1s, and W-2s out of their intake folder in SharePoint and build the tax workpapers for their return.”
“Write me a memo on whether this client can deduct their home-office expenses this year, and cite the authorities.”
“Check which client filing deadlines and compliance obligations come due in the next 30 days and flag the ones that still look open, so I can review before anything slips.”
“Code last month's corporate-card charges to the right GL accounts and flag any I should double-check.”
“Draft this month's client invoices from our unbilled WIP, starting with the Henderson and Clark engagements.”
“Draft follow-up emails to the customers who are more than 30 days past due on their invoices.”
“A client just emailed asking whether they can still expense the new equipment they bought this year and how the bonus depreciation rules affect it. Pull the thread and their file, and draft a reply for me to review before it goes out.”
“It is week three of the Riverside audit and a bunch of the documents we asked for still are not in. Show me who still owes us items and draft follow-up emails to those clients for me to approve.”
“Draft an engagement letter for our new tax client Riverside Manufacturing using their CRM record.”
“Put together a fee quote for the Summit Nonprofit audit RFP.”
“Pull this week's new federal and state opportunities in our NAICS codes and give me a go/no-go brief on the top five, with fit, deadline, and set-aside for each.”
“Reconstruct my billable hours for last week from my calendar and email so I can fill in my timesheet.”
“Generate our quarterly AI-usage disclosure from the review records we've logged this period, one row per engagement showing what was AI-assisted and who signed off.”
“Find SaaS seats and subscriptions we're paying for but nobody's using, and draft the cancellations for me to approve.”
The connector exists. We set it up for you, or walk you through it, at no charge.
email us →One piece has no off-the-shelf connector yet, so we build it. Scoped and quoted on a short call.
let's talk →Type the prompt you would run tomorrow if it actually worked: real data in, a person on your team signing off before anything counts. If we add it to the library, you are first in line. We build it, we set it up with your team at no charge, and your first month of the human review layer is free. A real person reads every wish, usually the same day.
Every plan runs on the AI subscriptions you already pay for, no pass-through usage costs, no meters.