DAIS Alx. AI reporting agent for accounting firms

Name: DAIS Alx. AI reporting agent for accounting firms
Author: DAIS (Bixby, Oklahoma)

DAIS launched Alx., an AI agent that lets accounting-firm partners ask plain-English questions about their firm and get reports built from supported practice-management data, such as WIP by partner, overdue receivables, billable hours and realization. Reports can be saved, rerun and scheduled.

Read the announcement ↗Official site ↗

Not statedProprietaryWeb chat interface over supported firm systems (CCH ecosystem named); full integration list not published (unverified)by DAIS (Bixby, Oklahoma)

Why it matters

For managing partners and operations leaders at accounting firms who wait on staff to assemble management reports. Alx. puts a chat interface over the firm's existing systems, starting with the CCH ecosystem, so leaders can ask for a report directly.

Highlights

Partners type a question in plain English; Alx. retrieves the relevant firm data and proposes a report for review.
Reports can be refined with follow-up questions, saved for reuse and scheduled to recur (saving and scheduling are separate actions).
Example reports on the product page include WIP by partner, client balances over 60 days past due, billable hours by staff and billed realization.
The product page lists CCH ecosystem data among supported sources; DAIS reviews each firm's systems for fit before a pilot.
Access starts with a demo and a scoped pilot around one report.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth a look if: Your firm runs on CCH practice software and leadership regularly asks staff to pull WIP, AR or realization reports by hand.

Worth knowing: Alx. needs access to firm and client billing data in your practice systems. DAIS itself says to compare output with source data during a pilot before relying on it for decisions. The demo on the product page uses illustrative sample data.

Quick facts

Pricing	Not stated in the announcement.not verified
Free or paid	Not stated
License	Proprietary
Type	Cloud software (SaaS)
Platform	Web chat interface over supported firm systems (CCH ecosystem named); full integration list not publishednot verified
GitHub stars	n/a (not a GitHub project)
Maker	DAIS (Bixby, Oklahoma)

Related ranking

See how established tools compare in AI Practice Management & Client Portals. New releases aren't scored until we review them against the rubric.

What we couldn't verify

quick_facts.pricing (not published)
quick_facts.platform (supported data sources beyond CCH not named)

Checked 2026-10-27 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.