The AI engine for small CPA firms.
Your clients are starting to ask AI the questions they used to ask you. Give them something better: AI reports on their own numbers, with your firm's name on them, that you review and sell as advisory. Six reports, one flat price.
Type a client's address. See every competitor in 60 seconds.
Competitors within 10, 25 or 50 miles on a map, how they compare on ratings and reviews, and three ideas to win. No spreadsheet needed.
Free. Listings from Google Maps.
$249 a month per firm, flat, however many clients you have. Cancel anytime.
See every report in 60 secondsFinancial health · Customers · Exit Snapshot · Receivables · Service · CompetitorsNew advisory revenue
Is your firm feeling it?
Small firms are being squeezed from every side. Tap anything that sounds familiar to see what Mango does about it.
Tap a card again to close it.
Advisory in a box
No new software for your clients to learn and nothing to install. You bring the client file and your judgment. Mango writes the first draft.
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Upload a client's numbers
A P&L, a customer or sales list, an A/R and A/P aging report, or a call or ticket log, exported from QuickBooks, Xero, a phone system or Excel. CSV or Excel files both work.
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Get a branded report in about a minute
A plain-English read on the business, with risks, opportunities and a 30-day plan, plus a scorecard for the meeting. Your firm's name and logo go on top.
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Review it, add your view, and bill for it
You check every number before a client sees it. Then send it, walk through it, and turn it into a monthly or quarterly advisory service.
Everything your firm gets
One flat price for the whole firm. Use it for 5 clients or 150.
Financial health reports
Revenue, margins, costs and cash in plain English, the three biggest risks, and a 30-day plan. Built from the client's own P&L.
Customer intelligence reports
How dependent each client is on its top customers, which customers are drifting away, and what to do about it.
Exit Snapshot
What the business could sell for, with the math shown, how ready it is, and the three biggest ways to raise the value. Add the customer list for exact concentration figures.
Receivables & payables
How much cash is tied up in unpaid invoices, who to chase first, what's due to suppliers, and a rough 30/60/90-day cash view. Built from standard aging reports.
Customer service
Missed calls, why customers get in touch, how fast issues get fixed, and which high-value customers have open problems. Built from a call or ticket log.
Competitor map
Similar businesses within 10, 25 or 50 miles on a map, how the client compares on ratings and reviews, and three ideas to win. Just an address, no file needed.
Your brand, with a scorecard
Your firm's name and logo on every report, plus a one-glance scorecard for client meetings. Ready to print, save as PDF or email. Clients see you, not us.
Offer your clients the Stay-Relevant Kit
When a client needs more than a report, introduce them to our kit for small businesses. You make the introduction, we do the setup, and you stay their trusted advisor.
Try it on a client file
Upload a spreadsheet and get a branded, plain-English report in about a minute. No sign-up, no card. No file handy? Use our sample data.
Put your firm's brand on it (optional)
Your name and logo stay in this browser. We remember them on this device so you don't have to type them again.
A few quick questions (optional, about a minute)
They sharpen the readiness score and the value range. Skip any you're not sure about.
We look up nearby businesses on Google Maps and don't store what you enter. Privacy
Your file is sent securely to our AI provider (Anthropic) to write this one report. We don't save it, and it isn't used to train AI. Using a client's file? Make sure you have their consent, especially for anything prepared for their tax return. Privacy
Listings and ratings from Google Maps.
Written by AI from the uploaded data. It can contain mistakes, and estimates are indicative only. Review every figure before sharing it with a client. Not tax or legal advice.
Tip: send it to yourself first and review it before it goes to a client. We're notified that a report was sent, but we don't get a copy of it. Privacy
Find new customers nearby
Up to 10 local businesses that could become the business's next customers, favoring ones that look under-served online (low ratings, few reviews, no website). If you've uploaded a customer list, current customers are left out.
Works best for businesses that sell to other businesses. We look up listings on Google Maps and don't store what you enter. Privacy
Listings and ratings from Google Maps. The notes and openers are written by AI from the listing only; check each business before reaching out.
Is your firm ready for the AI shift?
Seven yes-or-no questions. You'll get a score and the three places we'd start.
Built for small firms, not sold to them
Enterprise AI tools and big consulting firms are priced and designed for firms with IT departments. A 4-person practice needs something it can use on Monday.
| Enterprise AI tools and big consultancies | Mango Intel | |
|---|---|---|
| Who it's built for | Large firms with IT teams | CPA firms with 1 to 10 CPAs |
| What it costs to start | Per-seat licences or five-figure projects | $249 a month per firm, flat |
| Time to first result | Weeks or months of setup | Your first report the same day |
| Whose brand clients see | The vendor's | Yours |
| Who checks the output | Often no one | You, before anything reaches a client |
| Who you deal with | An account team | The founder, who has sold a firm to RSM US |
Want AI inside your own firm?
Beyond client reports, we help firms automate their own work, from intake and document chasing to workpaper prep. You see a working result before you spend a dollar, and every price is fixed and agreed before work starts.
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Free
One-week assessment
We look at how your firm runs today and give you a ranked list of AI opportunities with the risk and payback of each, plus a working prototype of the best one.
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Build what pays back first
We build the tool that moves one number: hours saved per return, faster client onboarding, or more advisory revenue. Small pieces, delivered in days.
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Keep the help you need
Add short, medium or long-term AI talent when you need it, and stop when you don't. No long contracts, no big-firm overhead.
AI talent you can afford
Most small firms can't hire a full-time AI person, and don't need one. Rent the expertise for exactly as long as it's useful.
Short-term project
- One focused build, like automated client intake or document requests
- Fixed scope, fixed price
Mid-term contract
- Connect your practice tools and roll out several AI workflows
- Train your team as we go
Fractional AI lead
- A senior AI and technology leader a few days a month
- Owns the plan, the vendors and the results
Built by someone who knows accounting firms
Mango Intel was founded by Ashish Gadnis, a two-time founder with more than 30 years in technology. He built Forward Hindsight into a global NetSuite implementation partner and sold it to RSM US, one of the largest accounting and consulting firms in the country. He has spent more than 15 years in IT audit and controls work alongside accountants.
He then co-founded BanQu, a supply-chain platform with more than 6.5 million producer accounts, many of them smallholder farmers and rural businesses across 50+ countries, which was acquired by Pula Advisors.
Small CPA firms are the trusted advisors to millions of small businesses, and AI is about to change what those businesses expect. Mango Intel exists so that small firms lead that change instead of losing clients to it. Ashish still writes the code himself.
- Sold to RSM USForward Hindsight, his NetSuite implementation firm
- 15+ yearsof IT audit and controls work, so client data is handled carefully
- 30+ yearsin technology, from software engineer to founder
- 6.5 million producer accountson the platform he built, serving supply chains for Coca-Cola, AB InBev, IKEA and Dow
- 10 US patentsand recognition from TIME and the World Economic Forum
Questions firms ask
What does my firm get?
Financial health, customer intelligence, Exit Snapshot, receivables & payables, customer service and competitor reports for your clients, with your firm's name and logo on every report and scorecard, up to 100 client reports a month, and an onboarding call to get your branding and first reports set up.
How much does it cost?
$249 a month per firm, flat, however many clients you have, with up to 100 client reports a month. After a short call we confirm everything in a simple written agreement. There's no payment until you've signed, and no long-term contract.
What if we need more than 100 reports a month?
Tell us. Most firms won't come close at first, and if you do, we'll agree a plan that fits before anything changes.
Do I need my clients' consent?
Often, yes. Information a client gave you to prepare their tax return can count as tax return information under IRC §7216, which generally requires the client's written consent before you share it with an outside service like ours. We give you a simple consent template to make that easy. Please confirm the details with your own counsel.
What happens to client data?
Files you upload are sent securely to our AI provider, Anthropic, to write that one report. We don't save them, and they aren't used to train AI models. When you email a report, we're told that a report was sent and to which address, but we don't receive a copy of it. The full details are in our Privacy Policy.
Do you have a SOC 2 report?
Not yet. We're a young company and we'd rather tell you that plainly. We'll send you our one-page security overview, which explains exactly where data goes, what we keep (very little) and who can see it.
Will this replace accountants?
No. It writes a first draft. You check it, add your judgment and own the client relationship. That review is exactly what makes it worth paying for.
Will you contact my clients?
No. We don't market to your clients. If you introduce one to the Stay-Relevant Kit, we work with them only because you made that introduction.
Is the AI always right?
No, and we'll never pretend it is. AI reports can contain mistakes, so you review every figure before a client sees it.
Can I cancel?
Yes, anytime. Just email us. Your plan stays active until the end of the month you've already paid for, and you won't be charged again. We don't refund partial months.
Do we need to be good with tech?
No. If you can export a P&L from QuickBooks, you can use Mango.
Be the firm your clients turn to for AI.
Advisory in a box for $249 a month per firm, flat. Cancel anytime.
Get startedWant AI inside your own firm? Book a free assessment