Lookups.ai

• AI-powered full-text search across documents, emails and data sources
• Semantic query understanding allowing natural language questions
• Automatic summarisation of document content into concise insights
• Context-aware answers that reference original sources
• Integration with cloud storage, databases and file-shares for data ingestion
• Customisable knowledge graphs linking people, documents and topics
• User-friendly dashboard with query history, metrics and analytics
• Role-based access controls and governance for secure enterprise use
• Usage monitoring and insights to track most queried topics and gaps
• Exportable reports and insights to support decision-making and collaboration

Lookups.ai is an AI-native intelligence platform designed specifically for modern accounting firms. The platform connects a firm’s practice, client books, financial information, and regulatory obligations in one environment, helping accountants surface important information and act on it without relying entirely on manual searches, spreadsheets, or disconnected systems.

At the center of Lookups.ai is its financial intelligence layer. Instead of simply automating individual accounting tasks, the platform is designed to continuously understand the information connected to a practice and surface useful insights proactively. Upcoming deadlines can be identified before someone asks about them, while potential risks and opportunities can be ranked according to their relevance.

Lookups.ai separates accounting logic from its AI layer. Its ledger is described as deterministic, auditable, and bitemporal, meaning financial figures are not generated by a language model. Numbers can be traced back to source documents, bank transactions, filings, and the point in time when information was recorded. AI is used to improve how information is surfaced and understood while the underlying accounting data remains structured and auditable.

The platform is also designed around a white-label model for accounting firms. A firm can connect its own domain and branding so clients interact with the firm’s own environment rather than seeing Lookups.ai as a separate software provider. Clients can sign in, upload information, approve items, and access their accounts through the firm’s branded experience.

Team management is built around an owner-led subscription model. The firm’s owner can invite team members and control access to individual modules and clients, allowing practices to structure permissions around their existing organization.

Lookups.ai also emphasizes open connectivity rather than requiring firms to replace every existing accounting system. The platform is designed to work with bank feeds, existing ledgers, e-invoicing, and other tools already used by a practice.

The current implementation is focused on New Zealand accounting requirements, including GST, IRD obligations, and the New Zealand filing calendar. The company states that its architecture is designed to support additional jurisdictions over time.

Frequently Asked Questions

What is Lookups.ai?

Lookups.ai is an AI-native intelligence platform built for accounting firms. It connects financial data, client books, deadlines, regulatory information, and accounting workflows to help firms surface and act on important information.

How does Lookups.ai help accounting firms?

Lookups.ai helps accounting firms identify deadlines, rank risks and opportunities, connect financial information, and provide clients with a branded accounting experience. The platform is designed to make important information available proactively rather than requiring accountants to search for it manually.

Does Lookups.ai use AI to calculate accounting figures?

No, Lookups.ai states that its accounting ledger is deterministic, auditable, and bitemporal rather than being controlled by a language model. AI is used to improve the way information and recommendations are presented, while financial figures remain connected to their underlying sources.

Can accounting firms use their own branding with Lookups.ai?

Yes, Lookups.ai is designed as a white-label platform for accounting firms. Firms can use their own domain, colors, and email identity so clients interact with the firm’s branded environment rather than seeing Lookups.ai as the client-facing platform.

Can clients upload and approve information through Lookups.ai?

Yes, the platform allows clients to sign in, upload information, approve items, and access their accounts within the accounting firm’s branded environment. This is designed to keep the client relationship centered on the accounting practice.

What accounting systems does Lookups.ai support?

Lookups.ai is designed to connect with bank feeds, existing ledgers, e-invoicing, and other accounting tools. The platform describes itself as a connective intelligence layer rather than a system that requires firms to migrate everything into a new accounting silo.

How much does Lookups.ai cost?

Lookups.ai is currently offering early access for free while it works with its first accounting firms. The company states that future pricing will be based on seats or usage, but specific paid starting prices are not publicly disclosed.

Which countries does Lookups.ai support?

Lookups.ai currently focuses on New Zealand accounting requirements, including GST, IRD obligations, and the New Zealand filing calendar. The company describes its architecture as being designed to support additional jurisdictions rather than being permanently limited to New Zealand.

Share Your Experience: