Meet Navi: Your AI Copilot for Leadership and Advisory
AI can crunch the numbers. Navi helps you master the conversations.
Accounting is a technical profession. That’s why everyone thinks we’re boring. We’re all about rules, compliance and meticulously making sure every number on the forms checks out because getting it right matters.
But technology has changed the game. (Again.) AI can crunch numbers and spot mistakes faster than you can open a spreadsheet. Getting the paperwork right isn’t enough anymore, and truthfully, it hasn’t been enough for a long time.
The Way CPAs Show Up For Our Clients Sets Us Apart
Accountants who leave computing to computers and instead focus their energy on sharing their technical expertise with their clients will never become obsolete. We can bring empathy, clarity and human insight to financial conversations that no algorithm can replicate.
I get it. It’s way easier to know the numbers than it is to talk about them. Too often, we vomit data, and our conversations get bogged down in jargon and technicalities. We see our clients’ eyes glaze over. We know they’re confused, but we can’t always tell how to fix it.
If you want a deeper advisory relationship — the kind where clients trust you not just to file their returns but to guide them through financial decisions — then you need to develop your communication skills.
That’s Where Navi Comes In
Navi, the software I developed for XcelLabs, helps you communicate better. It’s a nonjudgmental, data-driven tool designed to help CPAs share their expertise in ways clients can actually understand and engage with. It helps you become a better professional by giving you specific examples of how you show up in conversations and personalized advice for how to improve.
Here’s how it works. You upload a meeting recording in Navi. It analyzes your communication (and the way your audience responds to you) and gives you instant feedback, including clear scores that measure your performance across key areas like empathy, engagement, strategic insight and vision alignment. Then, you can ask Navi for advice, and it gives you personalized responses based on your real conversations. Over time, Navi tracks your growth so you can see how you (and your team) improve with every interaction.
Navi Knows You
Trained on decades of accounting and advisory expertise, Navi is tailored to your world, and it understands the specific challenges that come with being a CPA.
It can benefit every member of your team because it helps people learn from the conversations they’re already having.
Navi can tell the newest Gen Z staffer what he really sounded like on his last client call without crushing his confidence. It can give managers a framework for developing useful, actionable feedback during annual reviews. It can even help the firm’s managing partner figure out why her state-of-the-firm address this year generated so many clarifying questions from the team, even though they said it was “great” and helps her build a more engaging outline for the next one.
All of this only scratches the surface of what Navi is capable of, and more importantly, what you can do with Navi as your copilot.
Navi isn’t here to replace you or steal your data. It’s here to help you become the kind of financial advisor clients see as indispensable, even in a future world where robots can file their taxes.
