Advisory isn't about tech. It's about people.
You know your numbers. You understand the technical work. But when it comes to leading conversations, coaching your team, or building deeper advisory relationships — it gets harder. You want to show up with clarity. You want to lead with confidence. You want to know what's working and what's not. But most days, you're guessing. You're learning by trial and error. And the truth is, you don't have a lot of feedback on how you're actually coming across — until it's too late.
That's where Navi comes in.
Navi is an AI-powered coaching and decision-support tool built specifically for accountants and accounting leaders. It analyzes your real conversations, meetings, and notes to give you clear, unbiased insights that help you lead smarter, advise better, and improve performance over time.
How Navi Works
Four simple steps to transform your everyday interactions into leadership growth:
How Accountants Use Navi
After a Client Meeting — Upload notes or recordings to get insights on your clarity, tone, risks, and opportunities you might have missed.
Preparing for Advisory Work — Pressure-test your strategy and framing before you present to make sure your message lands with confidence.
Coaching Your Staff — Understand where communication breaks down and elevate expectations through better conversations.
Improving Your Leadership — Track growth in your AIQ, empathy, client-readiness, and communication skills over time.
Penny Breslin, MoneyPenny
"What I love is that you’re pushing the human intelligence part of this, because that’s where bots fail.”
What Makes Navi Different?
Unlike generic AI tools, Navi was built for accountants — by accountants and accounting consultants.
Trained for the Accounting Profession
Emotional Intelligence Built In
Built for Leadership, Not Just Automation
Tracks Your Progress Over Time
Secure, Private, and Profession-Specific
Ready to Lead Smarter?
Navi isn't about replacing your judgment. It's about elevating the human side of accounting. Because in an AI-powered world, your technical skills are table stakes. What sets you apart is how you show up, how you lead, and how you build relationships that last.
Get Early Access To Navi
