Your clients' books stay on their machines.
You see the numbers.
Query across every client dataset from one dashboard — without a single spreadsheet landing on your server, your cloud, or anyone else's.
The problem
Client financial data is the most sensitive data there is.
Clients won't send raw exports
Tax files, payroll exports, and GL dumps contain data clients are legally obligated to protect. Emailing them to you is a breach waiting to happen.
Shared drives are a liability
A Dropbox folder full of client financials is a single point of failure. One compromised account exposes every client you've ever worked with.
Tax season means reconciliation panic
Chasing data across three laptops and a file server — who submitted Q3? Whose numbers look off? This shouldn't take a week of email threads.
How it works
One workspace. Every client. Zero uploads.
Each client installs Sery Link — free, no account required
The client installs Sery Link on their accounting machine and connects their data folders and accounting databases (Postgres, MySQL, SQLite, or a Snowflake warehouse). Nothing leaves their machine. Sery indexes only schema metadata — column names, row counts, file paths.
You invite each client to your CPA workspace
Your Plus workspace ($19.99/mo) covers up to 5 connected machines. Manage one workspace per engagement group, or contact us for firm-wide arrangements.
Query across every client from your dashboard
Ask "compare Q1 revenue across all connected clients", "flag clients whose expense totals look unusual", or "which clients haven't connected this month" — answers assemble across every machine without moving a file.
Check client metrics on the go with Sery Snap
In a client meeting or travelling? Open Sery Snap, hold the mic, and ask about any client's numbers by voice. No VPN. No remote desktop. Results stream back in seconds.
What you'll do with Sery
The work that pays the bills — AI does the first pass.
Categorise
Transactions across every client by your firm's rules
Sery reads each client's GL export on their own machine and proposes categorisations consistent with your last year of decisions. You review the exceptions, not the rule.
Draft
Schedule C entries, 1099 letters, audit-trail memos
First-draft IRS-ready text from the books and supporting receipts. Personalised per client, in your firm's voice. Sign-off, not start-from-scratch.
Flag
Unusual expense patterns before the partner sees them
"Which clients have travel expenses up more than 40% YoY?" — outlier detection across every connected client in one pass, before the review meeting.
Summarise
A client's year in one paragraph for the planning call
Sery reads the GL, the receipts folder, and last year's memos on the client's machine — and gives you the briefing before you dial in.
Reason
About a client's tax position from receipts + ledger
"Given these expenses and last year's S-corp election, what should we flag for the planning call?" One question to the agent, structured answer back, citations to the source files.
Cross-client queries
Five questions every CPA asks at tax time
"Compare Q1 revenue across all connected clients"
Benchmark every client in one query — no spreadsheet assembly
"Which clients haven't sent Q3 data yet?"
Chase-up list in seconds, not a week of email threads
"Flag unusual expense patterns in any connected source"
Outlier detection across the whole book before review
"Show me which files were updated since last Tuesday"
Track who's made changes between meetings
"What's the total payroll for Acme Corp in Q2?"
Ask by voice from Sery Snap — no SQL, no laptop required
Privacy guarantee
Client financials never leave their machine
Schema metadata only — no file contents
Sery syncs column names, row counts, and file paths. Revenue figures, payroll amounts, and transaction records are never uploaded anywhere.
Queries execute on the client's machine
When you ask a question, the SQL runs locally on DuckDB on the client's computer. Only the answer travels back to you — never the underlying data.
Verifiable audit log per client
Every outbound network event is logged to a local file on the client's machine. They can see exactly what Sery sent — a credible answer to "what does this thing actually do?"
AGPL-3.0 open source — no trust required
The desktop client is open source. Clients, auditors, and IT teams can read the code and verify the privacy claims themselves.
Start with your next client
Sery Link is free for every client. Your CPA workspace is $19.99/mo — up to 5 connected machines, 7-day trial, no card.
Larger firm or want to roll out to all clients at once? Get in touch.