Firm AI for accounting
Intapp Celeste brings Firm AI to the workflows that drive growth. Built on your data, governed by your rules.
Intapp Celeste doesn’t just help your accounting professionals work faster. It also works across your firm, orchestrating agentic workflows through your Intapp solutions and applying context from engagement data, client relationships, independence requirements, and governance rules.
That’s the difference between a general assistant and a purpose-built operating layer.
Celeste prepares and runs conflicts searches, routes client emails into intake, and screens entities for adverse media — with every decision logged for review.
Celeste scores BD target lists in one pass, catches executive moves and regulatory signals from email and meeting activity, and builds client-ready proposals automatically.
Celeste reads any deal document — teaser, term sheet, or NDA — and maps the contents to your firm’s live CRM schema. You review a full summary before anything is created or changed.
| Industry challenges | Intapp solutions |
|---|---|
Talent shortages are limiting how much and how quickly firms can grow. | Celeste orchestrates workflows so firms can take on more business without adding headcount. |
Manual, episodic compliance checks can’t keep pace with evolving PCAOB requirements. | Intapp Conflicts continuously monitors risk while Walls automatically enforces information barriers. |
Inherited compliance gaps can occur when onboarding acquired practices, clients, and relationships. | Intapp Intake and Conflicts screen acquired client relationships against existing independence and conflicts obligations before onboarding. |
Ungoverned general AI tools are likely being used by staff on client work. | Intapp Walls makes your ethical walls, privilege posture, and independence obligations the default for every agent and playbook. |
| Industry challenges | Intapp solutions |
|---|---|
Talent shortages are limiting how much and how quickly firms can grow. |
Celeste orchestrates workflows so firms can take on more business without adding headcount. |
Manual, episodic compliance checks can’t keep pace with evolving PCAOB requirements. |
Intapp Conflicts continuously monitors risk while Walls automatically enforces information barriers. |
Inherited compliance gaps can occur when onboarding acquired practices, clients, and relationships. |
Intapp Intake and Conflicts screen acquired client relationships against existing independence and conflicts obligations before onboarding. |
Ungoverned general AI tools are likely being used by staff on client work. |
Intapp Walls makes your ethical walls, privilege posture, and independence obligations the default for every agent and playbook. |
How Firm AI works
General AI works around your firm’s data. Firm AI works from it — grounding every action in your engagement history, billing data, conflicts decisions, and governance.
What’s new at Intapp
Most AI makes individuals faster. Firm AI makes firms stronger. Read the definitive guide from Intapp’s CEO and CPO to find out how.
Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
Market-leading ethical walls, confidentiality, and security for highly regulated firms
Transparent AI governance with unified security controls
Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Battle-tested by the world’s largest firms with ongoing platform investment
Azure-backed reliability with multi-region redundancy and tested disaster recovery
Pre-built integrations and partner ecosystem reduce IT burden and TCO
Discover how your firm can put its intelligence to work and drive growth with Firm AI.
