Minerva is an AI platform for accounting firms and businesses that automates accounting, tax, and outsourced CFO workflows with auditability and US-hosted encrypted data.

Minerva

Overview

Minerva is an AI platform for accounting firms and businesses that want to automate firm-specific financial workflows. The site presents it as secure, industrial-grade AI tailored for a firm rather than a generic software product.

Its core focus is accounting operations: CAS work such as journal entries, reconciliations, and month-end close; tax workflows such as document collection, organizer prep, and return review; and outsourced CFO work that needs real-time financial visibility and strategic support. The platform is built around auditability, data separation, and controlled handling of client financial information.

Core capabilities

CAS workflow automation

Automates journal entries, reconciliations, and month-end close, with the goal of turning work that took days into hours while keeping a complete audit trail.

Tax workflow support

Supports document collection, organizer prep, and return review for tax teams, and surfaces planning opportunities before season end.

CFO advisory support

Automates the operational layer of outsourced CFO work to provide real-time financial visibility and strategic counsel across client engagements.

Full audit trail

Logs every AI action with its sources, changes, and rationale so firms can review how outputs were produced.

Data controls and isolation

Keeps customer data out of model training and separates firm data into strict tenant isolation.

Security and hosting controls

Uses AES-256 at rest and TLS 1.3 in transit, with all customer data stored and processed in the United States.

Common use cases

  • Month-end close operations

    Use Minerva to automate recurring accounting close tasks such as journal entries and reconciliations, especially when teams want faster turnaround with traceability.

  • Tax workflow preparation

    Use it to streamline tax-season document collection, organizer prep, and return review while surfacing planning opportunities before the season ends.

  • Outsourced CFO services

    Use the platform to support outsourced CFO work that depends on current financial visibility and operational execution across multiple clients.

  • Controlled client-data handling

    Use its audit trail and tenant separation when handling client financial data that needs clear logging and strict data boundaries.

Pros and Cons

Pros

  • Covers several accounting-adjacent workflows in one platform, including CAS, tax, and CFO advisory.
  • Provides an audit trail for AI actions, including sources, changes, and rationale.
  • Emphasizes firm-level data controls such as tenant isolation, no training on customer data, and export/delete options.
  • States that data is encrypted at rest and in transit and hosted in the United States.

Cons

  • The provided pricing page does not show plans or pricing details and returns a 404.
  • The site does not specify implementation timelines, integrations, or supported accounting systems.

FAQ

Who is Minerva for?

Minerva is positioned for businesses and accounting firms that need AI support for accounting workflows. Its site highlights use across CAS, tax, and CFO advisory work.

Is Minerva a generic AI tool?

The site describes Minerva as secure, industrial-grade AI tailored for a firm. It is not presented as a generic software vendor or a self-serve app with public pricing details.

What does the pricing page show?

No pricing information is shown on the pricing page provided. That page returns a 404, so the source does not support any plan details.

Can firms audit and control the work Minerva performs?

Minerva says customer data can be exported or deleted at any time, with no lock-in. The site also says every AI action is logged with sources, changes, and rationale.

Quick Facts

Category
AI for accounting
Primary users
Accounting firms and businesses
Website
tryminerva.ai
Pricing page
No pricing details shown; page returns 404
Security posture
Audit trail, tenant isolation, encrypted data, US-only hosting
Core workflows
CAS, tax, and CFO advisory