Generative AI platform for 

intelligent accounting

The preferred partner of accounting leaders

Materia AI Interface
Materia AI documents

Accelerate & automate accounting work

Analyze

Client Documents

Understand

The Guidance

Search

Your Engagements

Standardize

Your Workflows

Faster judgements, more confidence.

The power of Materia at your firm

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Accounting AI Platform
AI purpose-built for accounting
Materia supercharges productivity with an AI engine designed for accurate answers to accounting questions, authoritative citations, reusable workflows, and bulk response processing. Our AI is carefully monitored and evaluated by a team of experts on accounting workflows.
Document Workspace
Organize and Leverage Your Resources
Structure your work in a rich document workspace, enabling bulk question processing, AI-generated analysis suggestions, and reusable, shareable templates.
Assistants
MAXIMIZE accuracy AND EFFICIENCY
Interact with our conversational assistant, getting you started with any accounting task or topic. Share your conversations, ask follow-up questions, or search across the Knowledge Hub.
Knowledge Base and Search
AN ENTRY POINT TO A WEALTH OF KNOWLEDGE
Materia uses expert knowledge, whether from our authoritative sources or your firm’s knowledge base. Materia’s automated Knowledge Integrations enable documents, user permissions, and collaboration to be seamlessly managed through across your organization and Materia. Use the search feature to access and retrieve structured information from this extensive library to assist with informed decision-making.

Enterprise Grade Solution

From data retention and permissions to bespoke integrations and consultancy, we are designed with accountants in mind. Trust us to streamline your accounting workflows with peace of mind.

Secure

At Materia, we take data security seriously. Partnering with cybersecurity authority Eden Data, Materia have adopted a robust foundational security system.

We are committed to maintaining the highest data protection standards and have obtained SOC2 Type II certification to guarantee that your information is always secure.

Safe

When you trust Materia as your generative AI platform, you can be assured that no AI models are ever trained with your data.

We rely on several Generative AI providers, which we carefully assess and ensure contractual policy protections are in place, supported by security best practices and certifications, to prevent data from being used in training.

Successful

Get started with Materia immediately, or deliver lasting change with dedicated customer success services from our AI experts.

From personalized onboarding to ongoing upskilling, our dedicated support enables uninterrupted integration and continuous improvement, helping your team thrive in an ever-evolving accounting landscape.

Secure

At Materia, we take data security seriously. Partnering with cybersecurity authority Eden Data, Materia have adopted a robust foundational security system.

We are committed to maintaining the highest data protection standards and have obtained SOC2 Type II certification to guarantee that your information is always secure.

Safe

When you trust Materia as your generative AI platform, you can be assured that no AI models are ever trained with your data.

We carefully assess our Generative AI providers to ensure contractual policy protections are in place and are supported by security best practices and certifications. You own your data.

Simple

Get started with Materia immediately, or deliver lasting change with dedicated customer success services from our AI experts.

From personalized onboarding to ongoing upskilling, our dedicated support enables uninterrupted integration and continuous improvement, helping your team thrive in an ever-evolving accounting landscape.

Testimonials

Investors

Haystack
Spark Capital
Thomson Reuters
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Frequently asked questions

What types of documents can Materia manage?

Materia can handle a wide range of document types, including PDFs, Word documents, spreadsheets, and more, making it versatile for various use cases.

How often does Materia update its features?

Materia is committed to continuous improvement and regularly updates its features based on user feedback and technological advancements. Stay tuned to our blog for the latest updates.

How secure is Materia?

Materia takes security seriously. We are SOC 2 Type II compliant and maintain industry-standard data privacy, encryption, and access controls. Read more on our Security page.

How does Materia use my data?

Materia makes your data accessible to our AI platform to answer questions, deliver insights, and power workflows. When some of your data is needed to answer a user question, only the relevant part of your data is sent to the AI providers. Your data is never used to train any models, so your data always remains yours.

Can Materia connect to my internal documents?

Materia can seamlessly integrate with various internal data and document stores, allowing you to access and manage your documents within our platform. For more details about our integration capabilities, contact us about our Knowledge Hub.

Who typically uses Materia?

Materia is used by all levels across the firm from associate to partner. Associates contextualize their work and get answers they ramp up faster, and more senior professionals drive deep insights and power workflow automation.

How do we get started?

We make it easy for you to get started on your AI journey. Implementation is quick, and we offer simple pilots to evaluate Materia. We will be with you every step of the way for adoption through training & onboarding services. We are your partner for your firm's generative AI strategy. If you are interested, get in touch.

Still have a questions?