Two systems. One platform. OathLedger is the accounting engine that never sleeps — processing documents, enforcing rules, generating workpapers. Muse is your concierge — she understands what you need before you finish asking.
Your firm's accounting backbone — always on, always accurate.
OathLedger is a purpose-built accounting engine designed for how CPAs actually work. It ingests source documents, extracts structured data, validates it against prior-year returns, and produces audit-ready workpapers — all without you touching a spreadsheet.
Upload W-2s, 1099s, K-1s, and supporting docs. OathLedger reads them, normalizes the data, and slots everything into the right fields. No manual typing.
Professional Excel workpapers generated automatically. Your templates, your formatting, your standards — populated with verified data and cross-referenced formulas.
Prior-year data carries forward automatically. Changes are flagged. Anomalies surface. You see what's different this year at a glance — not after hours of comparison.
Built-in compliance logic validates data against IRS rules, cross-references between forms, and catches inconsistencies before they become problems.
Every extraction gets a confidence score. High-confidence items auto-approve. Flagged items queue for your review with the source document side-by-side. You stay in control.
Every client's data lives in its own silo. Enterprise-grade encryption at rest and in transit. Role-based access. Your clients' sensitive information stays exactly where it should.
She's not a chatbot. She's the smartest person in your office who never takes a day off.
Muse is your agentic assistant — the layer between you and everything Lite does. She doesn't just answer questions. She understands your workflow, anticipates what you need, and orchestrates the entire platform on your behalf.
Ask Muse anything in plain English. "Where's the Johnson return?" "Pull up last year's K-1s." "What changed since October?" She gets it.
Muse coordinates between OathLedger, your documents, your team, and your deadlines. She routes work, flags issues, and keeps everything moving.
She doesn't wait for you to ask. If a deadline is approaching, a document is missing, or numbers don't add up — Muse tells you first.
Your Muse knows what your plan includes. As your firm grows and needs expand, so do her capabilities — seamlessly, without switching tools.
A simple, agentic workflow designed for busy tax professionals
Drop client tax documents into the platform. W-2s, 1099s, K-1s, bank statements — batch upload dozens at once. OathLedger takes it from here.
Documents are read, parsed, and normalized. Field names standardized. Amounts validated. Uncertain values flagged — not guessed. The system knows when to ask.
Muse surfaces what needs attention. High-confidence items auto-approve. Flagged fields show source documents side-by-side. You review in minutes, not hours.
One click — or one word to Muse — generates professional workpapers with all data populated, formulas calculated, and formatting applied to your templates.
Every plan includes Muse. Higher tiers unlock more of what she can do.
Solo practitioners and small firms getting started
Growing firms with teams and deadlines
Established firms with high-volume needs
All plans include a 14-day free trial. No credit card required. Cancel anytime.
Join the firms already using Lite Agentic Systems. OathLedger runs the numbers. Muse runs the show.
Built by accountants, engineers, and people who've been in the weeds.
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