ComptAssistant
An AI copilot embedded in Pennylane that gives accountants instant, context-aware answers on tax rules, bookkeeping, e-invoicing, and client file analysis.
ComptAssistant is an AI assistant that cross-references the active client file's chart of accounts, tax regulations, accounting data, and help center articles to deliver precise, source-cited answers. It handles document analysis by extracting structured information from uploaded contracts and PDFs. The assistant supports portfolio-level queries for client segmentation and includes a Data Sharing module that translates natural-language questions into read-only SQL queries.
Use cases
Answering complex tax and depreciation questions in client context
Extracting and structuring data from contracts
Segmenting client portfolios by financial criteria
Generating on-demand financial analysis tables
Integrations
Pennylane platform (native)
BOFIP and PCG regulatory databases
Pennylane Data Sharing module
Expected outcomes
75% of common Pennylane usage questions resolved instantly
Reduced time on technical accounting research
Faster client meeting preparation
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Company
Pennylane
Paris, France
Founded 2020
Primary Verticals
Financial Services (BFSI)Retail & E-commerce
Functions
Finance & AccountingLegal & ComplianceData & Analytics
Industries
Financial Services (BFSI)
3
Integrations
4
Use cases
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