Move beyond reporting. Uncover what matters and act on it.
Hobasa is a cross-system intelligence platform that helps organisations identify and resolve hidden operational gaps across Finance and HR initiatives before they impact performance. It transforms disconnected client data into decision-ready information so your firm spends less time preparing and more time advising.
Advisory is the prize. Data preparation eats the day.
Client information lives in a dozen systems, and significant time goes to gathering, reconciling and validating before any real analysis starts. Advisory opportunities get missed, and compliance gaps surface only at review or audit.
What our AI does today
AI that connects your systems, cites its sources and is reviewed by people.
No black-box answers. Every finding is traceable to a record in your systems and validated before it reaches a decision-maker.
Analysis across systems that don't normally talk
Reconcile records from accounting, payroll, HR and operational tools into one view.
Answers linked back to the source
Every finding cites the exact record, row or document it came from.
Explainable and reviewable outputs
Each answer shows the inputs, the rule applied and how it was calculated.
Fraud, anomaly and compliance detection
Duplicate payments, unusual patterns and policy breaks flagged against your rules.
Human review before important decisions
Findings are checked by an analyst before they reach an owner, controller or CFO.
Question
Why did October vendor spend jump vs. September?
Answer
October spend rose $42,180 (+18%). Two invoices from Redwood Logistics appear to be duplicates of September bills paid to the same vendor.
Sources
- GL · Bill #INV-10442 — Redwood LogisticsOct 08
- GL · Bill #INV-10390 — Redwood LogisticsSep 27
- AP ledger export · rows 214–215Nov 02
Illustrative answer. Company names and figures are fictional.
A structured review layer across every client.
Most firms start with one or two of these and expand. Each sits on top of the systems your clients already use.
Multi-client dashboard, with individual client views
One connected view across your entire client base, with the ability to drill into any single client in seconds.
Exception-based review
Skip the line-by-line scan. Focus partner and senior time only on the items flagged as worth a look.
Anomaly detection across accounting, payroll and operations
Surface unusual transactions, misclassifications and recurring issues across clients before they reach review.
Advisory opportunity identification
Spot the moments where a client needs cash, margin, hiring or planning guidance, with the data to back it up.
Compliance gap detection with alerts
Catch missing filings, control breaks and reporting gaps with continuous monitoring instead of period-end surprises.
Faster month-end and reporting cycles
Validated data and pre-built reconciliations cut the cycle so your team closes books and ships reports sooner.
Hobasa adds a powerful analytical layer, without replacing what works.
Hobasa enhances your existing workflows and the systems your clients already use. It connects them, structures the data, and surfaces what matters, while your team keeps working in the tools they know.
We do the hard part, and we keep doing it.
Connect
We connect your clients' accounting, payroll, HR and reporting systems, including the ones with no easy export.
Structure
We clean and structure the data into a consistent model so every client is comparable and review-ready.
Surface
Anomalies, recurring issues, advisory opportunities and compliance gaps surface continuously, not at period-end.
Support
Real people support your firm. Hobasa is a managed analytical layer, not a tool we hand you and walk away from.
Scale your practice without scaling operational complexity.
A connected analytical layer changes the economics of your firm. Less manual preparation, more visibility, and the room to deliver consistent advisory across every client.
- Reduced time spent on client data consolidation
- Faster and more efficient reporting cycles
- Increased capacity to manage more clients
- Earlier identification of risks and advisory opportunities
- Stronger differentiation from compliance-focused competitors
- Higher client retention and satisfaction
Built for every role inside a modern CPA firm.
Partners and firm leaders
Cross-client visibility, capacity and the ability to package advisory consistently.
Engagement and review teams
Exception-based review with validated data, so partner time goes to judgment, not prep.
Outsourced accounting teams
Faster month-end and a clean handoff between bookkeeping, controllership and advisory.
Advisory and CAS practices
A structured layer to deliver recurring insight and identify opportunities client by client.
The controls a CPA firm has to be able to show.
- ISO 27001 – Certified
- SOC 2 Type II – Audit in progress, report expected in Q3
- Data masked, access-controlled and audit-logged
- Your client data is never used to train LLMs, or shared with third parties
- Sub-processor list available on request
Questions CPA firms ask us.
Move beyond reporting. Uncover what matters and act on it.
Tell us which systems your clients run, and we'll show you what Hobasa connects and surfaces.