Citenook1When is the reply to the tax notice for Crestline Motors due?
The notice asks for a reply within 30 days of 12 September 2026, so by 12 October 20261.
PDFCrestline Motors tax notice · page 1 · paragraph 3
For accountants
Check every invoice without opening each one
Citenook is a private Mac app that answers questions from invoices, tax notices, statements and spreadsheets, and shows the exact line each answer came from. With a model on your Mac, client figures never leave it.
The problem
"When is this notice due? Which invoices are still unpaid? What rate did we agree with this client last year?" Every client has a folder of PDFs, scans and spreadsheets, and each answer means opening them one by one. Pasting client figures into a chatbot isn't an option for most firms.
Questions you can ask
Sample answers from made-up files, to show how Citenook answers.
Which Acme invoices from August are still unpaid?
Two: INV-2026-041 for $4,2001 and INV-2026-047 for $1,3502. The statement shows $5,550 outstanding3.
PDF2 invoices XLSAcme statement August · rows 12 to 14
What fee did we agree with Blue Harbor Foods for the annual audit?
The engagement letter sets a fixed fee of $18,000 a year, billed in four quarterly parts1.
DOCBlue Harbor engagement letter 2026 · section 5
What was the total spent on travel in Q2 across the expense sheets?
The three sheets add up to $7,940 in travel for April to June1, most of it in May2.
XLSExpenses April, May, June · Travel column
Click any number in a real answer and the file opens at that line, with it highlighted.
Files accountants add
PDFInvoices, notices and statements
XLSLedgers, trial balances and expense sheets
CSVBank and accounting exports
DOCEngagement letters and working papers
EMLSaved client emails
Scanned receipts and notices are read with your Mac's text recognition. Check figures from faint scans against the page.
Client confidentiality
Most private
Use Apple Intelligence or a model on your Mac. Client files, questions and answers stay on your Mac, even with Wi-Fi off.
With an online AI
Only the question and the passages picked for that answer are sent, with your own key. File names are never sent.
Details hidden
Names, emails, phone numbers and ID numbers like tax IDs are replaced before anything is sent, and you can preview exactly what goes.
Your rules apply
Citenook doesn't make you compliant with your professional or data rules on its own. Check them before using any online AI.
A setup that works
- 1
One brain per client
Keep each client's figures apart, so answers never mix them up.
- 2
Add the client folder
New invoices and statements are read as they arrive.
- 3
Ask across sheets
Ask for totals or filtered rows in plain words, and check the rows it used.
- 4
Save the monthly checks
Turn questions you ask every month into a workflow you run in one click.
Questions
Can Citenook add up figures from spreadsheets?
Yes. Ask in plain words, like "total travel in Q2", and Citenook works it out from the rows in your sheets and shows which rows it used. Check totals that matter before you rely on them.
Does it read scanned receipts and notices?
Yes. Scans are read with your Mac's text recognition. Faint or handwritten figures can be misread, so check them against the page.
Is client data sent anywhere?
Not with a model on your Mac. With an online AI, only your question and the passages picked to answer it go to the service you chose, with personal details hidden first.
Does it replace my accounting software?
No. It answers questions about the files you already have, such as invoices, notices and exports. Your books stay where they are.
What does it cost?
Free for 30 days with every feature and no card. Then $9.99, $19.99 or $29.99 a month. Pro adds unlimited brains and files, and workflows. See pricing.
Try it on last year's files first.
Every feature free for 30 days. No card needed.