Compliance + finance for advisory firms
Keep every client company audit-ready.
Correct is the AI-native compliance and finance suite for CA, compliance, and advisory practices. Run calendars, vault, finance ops, and copilots across a multi-company portfolio on one per-company subscription.
Founder-led pilots for firms managing multiple client entities. Not another thin point tool.
Built for compliance firms, chartered accountants, and advisory practices that serve many client companies — and the ops, finance, and compliance stakeholders inside each one.
B2B · RegTech · FinOps
The suite
One system for the firm and every client company.
Activation is an ops system, not a single module. Compliance, vault, finance, and AI sit together so multi-client work stays consistent.
01
Compliance calendars
Keep every client entity audit-ready with shared obligations, owners, and evidence trails instead of spreadsheet chaos.
02
Secure document vault
Private storage with presigned access so financial docs and compliance evidence stay controlled across the portfolio.
03
Finance ops
Centralize company financial workflows next to the same roles, subscriptions, and client context your firm already runs.
04
AI copilots
Ask grounded questions across vault and company data. Assist the work; do not hide the source of truth.
How pilots start
Firm first. Companies next. Continuous ops after that.
Near-term GTM is founder-led. We pilot the full suite on a small set of client companies inside a real advisory practice, then expand company count and depth.
- 01
Anchor the firm
Onboard the advisory practice once. Roles, subscriptions, and client company structure live in one account.
- 02
Attach client companies
Add entities under the firm portfolio. Each company gets vault space, compliance surface, and finance context.
- 03
Run continuous ops
Track obligations, store evidence, and use copilots against real client data so audit readiness is a habit, not a scramble.
Operating principles
Trust is the product surface.
Advisory firms cannot run client work on vibes. Correct is designed so evidence, access, and AI assistance stay inspectable.
Audit-ready by default
Evidence, access control, and traceability are product requirements, not afterthoughts bolted on later.
Advisor-first, company-complete
Win the firm that serves many companies, then deepen inside each client with the full compliance + finance suite.
AI as copilot, not black box
Answers should stay grounded in vault and company context so practitioners can verify what the system used.
Security with data minimization
Private vault patterns and DPDP-aware design keep sensitive client material scoped to the work at hand.
Footnotes
- 01 — Primary buyer: multi-client compliance / CA / advisory firms. End users include client-company ops and finance.
- 02 — Commercial model: per-company SaaS subscription with the firm as multi-company account anchor.
- 03 — Regulatory posture starts DPDP-aware; broader geography remains open product work.
Founder-led pilot
Run Correct on a real client portfolio.
If your firm manages multiple client entities and wants one place for compliance calendars, vaulted evidence, finance ops, and grounded AI, request a pilot. We keep the first cohort tight on purpose.
- Ideal: advisory practice serving several companies today
- Scope: full suite on a small set of client companies
- Outcome: prove audit-ready ops before broad rollout
No public self-serve billing on this page yet. Follow-up: pricing tiers, waitlist form, and case studies.