Certusly

Automate Manual Workpaper Hours with AI-Driven Engagement Automation

Certusly bridges your on-premise engagement software stack with enterprise AI to automate trial balance grouping, PBC document indexing, and journal entry staging.

MCP Connected Agent Chat
1. Upload Workpapers

*Simulation representing an AI Agent assisted File Room grouping process.

Why Accounting Firms Partner with Certusly

We deliver secure, scalable systems engineered for professional advisory and compliance practices.

CCH Axcess MCP

Integrate conversational AI directly to CCH Axcess. Connect your LLM Provider such as ChatGPT and Claude securely with a custom MCP server molded for your organization's unique processes.

AI Agent Augmentation

Skip offshoring. Deploy custom AI agents engineered to perform complex, specialized tasks unique to your organization.

CCH® ProSystem fx® Engagement MCP

Connect conversational AI with your on-premise CCH® ProSystem fx® Engagement server and start leveraging AI to reduce manual workpaper overhead.

Custom Enterprise Integrations

Build custom Model Context Protocol (MCP) servers tailored for your unique software stack. Securely bridge proprietary systems, legacy databases, and local infrastructure directly with enterprise AI models to eliminate manual data siloes.

What is a Model Context Protocol (MCP) Server?

Model Context Protocol (MCP) is an open-standard gateway that allows AI model providers (like ChatGPT and Claude) to interact with external software systems. Certusly deploys private MCP servers to act as secure mediators, translating natural language commands into precise actions.

Get in Touch with Our Team

Tell us about your organization's needs, and our team will reach out to discuss a tailored solution.