Established
For established firms
Give senior staff leverage, shorten the scramble at the start of the day, and keep follow-through from getting lost between tools.
Keep work, money, records, and decisions moving. With Nova beside you.
The Operating Companion for accounting firms and owner-led businesses.
For CPA firms Nova works like an overnight Digital Senior: the brief is written, the trust gaps are visible, and the next move is already waiting before the day starts to sprawl across the client book.
Built for United States and South Africa. You are viewing the United States edition for CPA Firms.
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Clients
Briefs
Tasks
Portal
Good morning
3 clients need attention today
MC
Morrison Construction Ltd
Overnight brief with findings, trust notes, and next actions
review before send
Tasks ready
Draft follow-up prepared
06:40
Morning Brief delivery target before the team starts the day.
300+
Client files the opening brief is designed to keep from turning into a scramble.
03
Core decisions the brief should surface first: what changed, what to trust, what moves next.
Why it lands
Novatrai turns scattered work into a prepared decision loop.
01
The work arrives fragmented
Client status, documents, billing, messages, and next actions start the day in different places.
02
Nova prepares the operating read
The brief shows what changed, what can be trusted, what is missing, and where attention should go first.
03
Humans decide and follow through
Tasks, requests, drafts, reviews, and client communication stay attached to the same record.
Result
The first hour starts with a point of view, not a scavenger hunt.
How it works
One system from intake to follow-through.
The brief is the visible moment. Underneath it sits the structure that keeps the team from falling back into inboxes, spreadsheets, and memory.
- 01
Client context lives in one record
Relationships, documents, billing, open work, and the next conversation stay tied together instead of scattered across tools.
- 02
Data comes in before the team does
Bank feeds, ledger syncs, source documents, and workflow status create a real operating picture before anyone starts asking around.
- 03
The brief arrives with judgment
Changes are written in firm language: what moved, what to trust, what needs attention, and what should happen next.
- 04
Action closes in the same rhythm
Tasks, portal requests, drafts, reviews, and billing stay attached to the work so momentum does not leak out of the system.
What firms buy
Not another dashboard. A calmer way to run the day.
Pick a pillar to see exactly what it looks like inside Novatrai.
Morrison Construction Ltd
06:40
Finding
Travel spend rose 40% this month, materially above baseline.
Finding
Three invoices now >15 days overdue. Exposure $12,400.
Trust
First National bank feed has not synced since Tuesday.
Next
Confirm travel spike is project-related; reconnect bank feed.
The practitioner opens the day with context, trust gaps, and the next move already assembled.
Who it's for
Built for firms growing into real operational weight.
The value lands whether the firm is already established or still building its first real systems.
Best fit
Firms that have outgrown memory as the operating system.
Starting
For new firms
Look established from client one with a branded portal, client-ready workflow, and a calmer way to run the day.
Shared rule
For both
Judgment stays human. Preparation, structure, and the first-pass synthesis arrive already assembled.
Multi-market
One product, translated honestly.
Switch the market — the vocabulary, compliance framing, and billing context move with it. The product story stays the same.
Multi-market
One product story, localized where it matters.
The practitioner promise stays stable. Market-specific language, rules, and proof change underneath it.
Live positioning
CPA firms wake up to the same promise
A client-ready morning brief, a frictionless portal, and a clean path from findings to follow-up.
Local cue: QBO-heavy books, close pressure, and overdue receivables.
For entrepreneurs
Clients can live in the same operating system.
The client side has two clear paths: a lightweight portal for document exchange and follow-up, and a deeper entrepreneur workspace for clients who want to run more of the business inside Novatrai.
Two client lanes
Light when the client only needs to respond. Deeper when they want to run the business here.
Portal
Reply, upload, sign
The lightweight lane for most clients.
Workspace
Run the business
Cash, approvals, invoices, and operating context.
Firm record
Same source of truth
The accountant sees one client record either way.
Start tomorrow morning ahead
Let the first hour of the day feel prepared.
Give the team a clearer worklist, a better client conversation, and a calmer operating rhythm before the scramble starts.
Free for the first 10 clients, then priced to the client book — live count, clear tier, a bill firms can read at a glance.