Connect your firm to AI.

AI completes work across the firm’s systems, under each employee’s permissions and the firm’s policy.

See it live Talk to us

ChatGPT

Claude

Gemini

Copilot

Perplexity

Notion AI

Slack AI

Microsoft 365

Outlook

SharePoint

OneDrive

Teams

Salesforce

Karbon

Drake

Lacerte

CCH Axcess

UltraTax

AI on one side, the firm’s systems on the other. Proxara enforces the firm’s authority between them.

How it works

The request

Go into my Microsoft 365 and prepare me for my 10am client meeting.

Calling Proxara

Microsoft 365

Karbon

Salesforce

SharePoint

Microsoft 365 Calendar

10:00 AM · Acme Manufacturing

Annual tax planning review

Outlook

From: Sarah Jones

“Can we revisit the depreciation schedule?”

Equipment Schedule.xlsx

Salesforce

Acme Manufacturing

Relationship manager: Sarah Jones

Primary contact: sarah@acme.com

2026 Tax Planning Notes.docx

Equipment schedule review

Acme Manufacturing[CLIENT_M42]

Sarah Jones[CONTACT_KRX]

sarah@acme.com[EMAIL_P7A]

Prepared for the 10:00 AM meeting with [CLIENT_M42]. [CONTACT_KRX] flagged the tax liability revision, and a reply is drafted to [EMAIL_P7A].

What the user sees

10:00 AM · Acme Manufacturing

From: Sarah Jones

Reply to sarah@acme.com

The request routes through Proxara into the firm’s systems.Proxara gathers the real records inside the firm.Every protected identity becomes a consistent stand-in.Proxara checks each system to confirm the change was made.

How it works

What is still missing for this engagement?

Joins the firm’s systems

Karbon

Outlook

SharePoint

Salesforce

Tax

Keeps local

John Smith

tax figures

document names

What the AI gets

[CLIENT_M42]

Equipment schedule outstanding

Client replied, no file

Completes the work

Outlook draft created

Karbon updated

Verified

Built for business outcomes

The firm decides what AI may see, join, infer, say, and do. Proxara enforces that decision across every model, agent, and system.

Accelerate Automation

Every agent and assistant works through one governed path before it touches your systems.

Agents

Reduce operational risk

Protected identities reach the model. The real records stay in the firm.

The Proxara Engine

Policy that holds

Set the policy once. It holds on Proxara Connect and on every managed device, and every step lands on the record.

Policy & Authority

In the firm’s own environment.

Retrieval and analysis run inside the firm’s environment. The real records stay there, and the reply comes back whole.

The real records stay there, and the reply comes back whole.

Explore Proxara Connect

Built for regulated financial firms

The firm’s clients, deals, and policy shape every decision, in the firm’s own environment.Client identities are replaced before anything reaches an external model. Built around Section 7216.

Financial institutions

Section 7216

Poisoned documentHijacked promptRogue agentAuthority only narrows downward.

Built for regulated financial firms

Client names, live deals, and the firm’s own policy shape every decision, inside the firm’s own environment.Proxara joins the systems the work lives in, and replaces client identities before anything reaches an external model.Built around Section 7216: protected tax information stays in the firm.

Financial institutions Section 7216

Act

Agents that run the work

Give approved agents access to the systems, context and actions they need, under your firm’s permissions and policy.

create_task

client[CLIENT_M42]

titleEquipment schedule review

owner[CONTACT_KRX]

due14 Mar

Proxara acts and proves it completed.

What leaves the firm

Acme Manufacturing[CLIENT_M42]

Sarah Jones[CONTACT_KRX]

sarah@acme.com[EMAIL_P7A]

Confirmed in the source system

Equipment schedule reviewCreated

Follow-up to Sarah JonesHeld for approval

Acme ManufacturingUpdated

Create an agent that chases missing documents.

FIRM-POLICYPDF

Building

Missing-document chaser

Checks Karbon and Outlook each morning, drafts the follow-up, and holds every send for approval.

Try Proxara

See, and try, it work

Run a free 1-hour demo connected to synthetic accounting firm data. Nothing touches your systems. No approval or call needed. Try the demo

See, and try, it work

Run a free 1-hour demo on synthetic accounting firm data. Nothing touches your systems.

Try the demo

Deploy Proxara

Launch Proxara inside your AWS, Google, or Azure environment in a week, and connect the systems your firm already uses. Deploy Proxara

Deploy Proxara

Launch Proxara inside your AWS, Google, or Azure environment, and connect the systems your firm already uses.

Deploy Proxara

Microsoft 365 is not connected

Connected work appears here once a Microsoft administrator approves the connection.

Set up the Microsoft 365 connection

Your Microsoft administrator approves this connection once. If that is not you, send them this link. It works once and stops working ten minutes after it was created.

Open the Microsoft approval pageCopy the link

Advised by recognized voices in wealth management, cybersecurity and AI governance, among the Top 100 CISOs.

Bringing deep expertise in enterprise AI governance, cybersecurity, and risk.Deep expertise in enterprise AI governance, cybersecurity, and risk.

Advisor: Hemanth Tadepalli at a CISO conference

Jud Mackrill: 40 Under 40 in Regulated Fintech and Wealth Management

Hemanth Tadepalli receiving the Oakland 40 Under 40 award

Jex Pearce: Expert in compliance and software development

More about us

Built by a team from:

Experience across enterprise security, AI governance, cloud, and compliance-heavy startups.Experience across enterprise security, governance, and compliance-heavy startups.

See Team

The confidence to say yes to AI

Proxara lets AI complete approved work across systems a regulated firm keeps separate, without building a new data lake or handing the model the keys.

Talk to us See it yourself