But doesn't my cloud drive already do this?
Google Drive, OneDrive, and Dropbox already connect to AI — so why Knowra? Those native connectors are real, but they have three gaps that matter in finance and accounting practice. They expose your entire drive, so a general query about one client can surface documents from unrelated client folders. They use keyword matching, so asking about "trust reporting requirements" finds nothing if the regulation uses different terminology. And if client files live in one location while your internal policy manuals live in another, native connectors can't search both at once. Knowra lets you scope exactly which folders are indexed, searches by meaning not keywords, and consolidates all your sources — so your AI answers from your actual documents, with a citation showing exactly where it came from.
The problem
Finance and accounting professionals field questions mid-client-call that require them to open folders, scroll through long regulatory documents, and piece together an answer from multiple sources — while the client waits. The information exists across your policy manuals, regulatory references, and client files. The time cost is purely in finding it.
How Knowra helps
Knowra indexes your document library and connects it to Claude, ChatGPT, or Gemini via MCP. Ask 'what are the reporting requirements for a discretionary family trust with a corporate trustee?' and get the specific requirement from your regulatory reference documents — cited by source. Ask 'what depreciation method did we use for the ABC Group plant and equipment last year?' and get the answer from your actual client workpapers.
Common use cases
- Regulatory and compliance document Q&A during client calls
- Client file and history retrieval without manual folder searching
- Internal policy and procedure lookup across firm documentation
- Tax and reporting requirement lookup by entity type or scenario
- Onboard new staff with instant access to firm policies and regulatory references
See the difference in practice
Questions your team actually asks — and what they get back.
"What are the PAYG withholding obligations for a company paying a non-resident contractor?"
Native connector
Keyword-matches "PAYG" and "non-resident contractor." Returns your entire ATO reference document or policy manual — you scroll to find the relevant section.
Knowra
Returns the specific withholding obligation from your regulatory reference, with the document and section cited. No scrolling required.
"What engagement letter terms do we use for a new SMSF audit client?"
Native connector
Finds files containing "engagement letter" and "SMSF." Returns multiple template files — you open each to find the right version.
Knowra
Returns your standard SMSF audit engagement terms with the source template cited — ready to use immediately.
"What depreciation method did we apply to the ABC Group's manufacturing equipment last year?"
Native connector
Searches for "ABC Group" and "depreciation." Returns a folder of client files — you open the right year's workpapers and locate the schedule manually.
Knowra
Pulls the relevant section from last year's workpapers and returns the depreciation method, rate, and asset description with a citation.
"Which of our clients have a trust distribution resolution due before 30 June?"
Native connector
Keyword search cannot cross-reference client entity types, document dates, and deadlines across multiple folders. Returns unrelated files or nothing useful.
Knowra
Searches semantically across your client files and surfaces relevant clients with context — entity type, resolution requirements, and the source documents — so nothing falls through the cracks.
Your files stay in Google Drive, OneDrive, or Dropbox. Nothing to migrate.