◆ AI OPERATING SYSTEMS FOR REGULATED PROFESSIONAL WORK

AI operating systems for professionals who can't afford to be wrong.

Axiom AI Group builds precise, Canadian-built software for people whose work gets audited, taxed, and reviewed — investors and advisors on TradeOS, and CPA firms on PracticeOS. AI assists. A human always signs off.

axiomaigroup.com
◆ TradeOS · Portfolio
$284,612 ▲12.4%
◆ PracticeOS · Engagement
Acme Holdings — Fieldwork
◆ TWO PRODUCTS, ONE PHILOSOPHY

Built for people who get judged on being right

Every Axiom product shares the same design system (“Signal Desk”) and the same governance rule: AI drafts and suggests, a licensed human approves.

● Live — Invitation Only

TradeOS

Institutional-grade portfolio tracking, Canadian tax reporting, and a self-improving AI research engine — for boutique advisory practices and sophisticated independent investors.

  • Unified TSX + US + crypto portfolio tracking, multi-broker
  • Canadian ACB tax reporting (T3/T5-ready)
  • AI Market Intelligence that scores & improves itself daily
See TradeOS →
◐ Coming Soon — Design Partners Wanted

PracticeOS

The AI-powered operating system for Canadian CPA firms — client management, compilation engagements, compliance deadlines, e-signature, and billing in one command centre.

  • Built natively around CRA, GST/HST, GIFI, CSRS 4200
  • Full compilation engagement workflow, not a bolt-on
  • Now piloting internally with a Canadian CPA firm
See PracticeOS →
◆ WHY AXIOM

Trust, built into the architecture

◆ AI as assistant, not authority

Every AI output is labeled, logged, and requires human review before anything is sent, filed, or finalized.

◆ Canadian-built, Canadian-compliant

Designed around CRA, GST/HST, GIFI, and PIPEDA/BC PIPA data residency — not a generic tool retrofitted for Canada.

◆ Full audit trail

Tenant isolation, logging, and evidence packages on every signature, adjustment, and AI suggestion.

◆ Signal Desk design system

A dark, precise interface — gold is reserved exclusively for AI-generated content, so you always know what a human wrote versus what the model did.

◆
AI drafts
Suggests, flags, and extracts — always labeled ◆AI
→
◐
Human reviews
A licensed professional checks every output
→
✓
Finalized
Sent, filed, or approved — never before
● Live — Invitation Only

TradeOS

“To give independent investors and boutique advisory practices the analytical edge of an institutional desk — unified multi-market tracking, tax-ready reporting, and an AI research engine that measurably improves itself — delivered as a simple, secure, white-glove SaaS.”

Sample data
tradeos.axiomaigroup.com/portfolio
Portfolio Value (CAD) $284,612 ▲ 12.4%
TickerSectorSignalR:RConfidence
SHOP.TOTechnology◆AI Long2.4:181
NVDATechnology◆AI Long2.1:177
ENB.TOEnergy⚡ Short2.0:168
AI Market Intelligence
78 Momentum
82 Confidence
Technology Energy Financials Crypto
Illustrative example of the TradeOS portfolio & scanner UI — not real account data or live trade signals.

Who it's for

PersonaWhat they get
Boutique advisory / wealth practiceMulti-client portfolio tracking, ACB tax reports, professional invoicing
Sophisticated independent investorUnified TSX + US + crypto portfolio, FX-normalized, watchlists, research

Core capabilities

◆ Unified Portfolio Tracking

Multi-broker (CIBC, TD, IBKR, Questrade, RBC, BMO), dual CAD/USD balances, CSV auto-import for CIBC/TD/IBKR.

◆ Canadian Tax Tools

ACB reconciliation, Realized Gains/Losses, Dividend Income (T3/T5-ready), export to QuickBooks Online/Xero/Sage.

◆ AI Market Intelligence

Scans a 120-asset universe (69 US/Crypto + 51 TSX) across 11 sectors — ◆AI Mode for full trade plans, ⚡ Technical Mode for pure quant ranking.

◆ Institutional Momentum Engine

Proprietary Momentum Score, Trend, ATR/volatility, volume-flow, and Relative Strength vs. SPY/QQQ — an independent second opinion alongside the AI.

◆ Swing Trade Scanner

3–10 day setups, minimum 2:1 reward/risk enforced by rule, ATR-sized entries/targets/stops.

◆ Day Trading Module (Elite)

Intraday VWAP/ORB setups — ORB Long/Short, VWAP-Bounce/Reclaim, Momentum, HOD/LOD-Break.

◆ My Symbols

Your own curated watchlist run through the same institutional engine (Pro: 5 symbols, Elite: unlimited).

◆ Self-Improving AI

Every prediction is scored; twice-daily post-mortems pool lessons platform-wide into a living “Platform Playbook.” Your scanner gets smarter every day it's used.

Public Accuracy Reports

Swing, Day Trade, and My Symbols accuracy are reported transparently — including losses. A stopped-out trade shows as 0%, not hidden. We grade our own homework in public.

Swing Trade54% win
Day Trade (Elite)49% win
My Symbols58% win
Win Partial win Stop hit (0%) Not yet scored
Illustrative example of how the Accuracy Reports break down outcomes — actual figures are live in-product and vary by period.
Disclaimer: TradeOS is a research, tracking, and intelligence tool. Nothing it produces is financial or investment advice. Axiom does not place orders on any exchange or hold client funds — you execute trades through your own licensed brokerage.
See plan comparison Request access →
◐ Now Piloting — Founding Firms Wanted

PracticeOS

“Run your whole firm from one place — and give your clients a modern, secure portal under your own name.”

PracticeOS is practice-management software for Canadian CPA firms. It brings clients, engagements, deadlines, documents, signatures and billing together, so your team spends less time chasing paperwork and more time on the work clients pay for.

Who it's for

Canadian public-practice CPA firms, from sole practitioners to growing teams, offering bookkeeping, payroll, tax and compilation services, that have outgrown spreadsheets, shared drives and email reminders.

Sample data
practiceos.axiomaigroup.com/engagements
Annual Engagement — Acme Holdings Ltd., FY2025
✓
Planning
Engagement letter signed
2
Fieldwork
3 AJEs pending review
3
Conclusion
Compilation report draft
4
Tax-GIFI
GIFI mapping pending
Compliance Deadlines — Firm-wide
GST/HST Q2 filing — Acme Holdings Due in 6 days
CRA Correspondence Review letter response — Beacon Retail Overdue 2 days
T4 Summary Filing — Northline Co. Due in 21 days
Illustrative example of the PracticeOS engagement & compliance view — not a real client file.

What your firm gets

◆ One command centre

Clients, engagements, deadlines and billing in one place, replacing the patchwork of tools your team switches between every day.

◆ A client portal with your name on it

Clients sign in from your firm's own website to share documents, sign, approve and pay. No more email attachments.

◆ Deadlines you can see coming

A firm-wide view of what's due and what's overdue, so nothing slips through the cracks during busy season.

◆ AI that saves hours, not judgement

AI handles the first draft and the follow-ups. Your professionals review and approve everything before it leaves the firm.

◆ Built for Canadian practice

Designed around CRA and Canadian engagement standards, with Canadian data residency planned for production.

◆ Proven inside a real firm

PracticeOS is built and tested every day inside a working Canadian CPA practice, not designed from the outside.

Become a founding firm

We're opening the Design Partner Program to a small number of Canadian CPA firms. Founding firms get:

  • Founding-firm pricing
  • A guided setup with our team
  • A direct line to the product team, and a real say in what we build next
  • Early access to new features as they launch

Places are limited so every founding firm gets proper attention.

1
Book a demo
Tell us about your firm in two minutes
→
2
Meet the team
A short call and a live demo
→
3
Get set up
We onboard your firm with you
Book a demo →
◆ ABOUT AXIOM

Operating systems for professionals

Axiom AI Group is a Canadian company based in North Vancouver, BC, building a family of AI-powered operating systems for people whose work is regulated, audited, and taxed. “TradeOS” and “PracticeOS” are the first two — the naming pattern is deliberate; more are planned.

Every product shares the Signal Desk design system and one governance rule that doesn't bend: AI drafts, suggests, and flags — a licensed human always reviews and approves before anything is finalized.

◆ PRICING

Plans

TradeOS pricing is tiered by feature access; PracticeOS pricing isn't public yet. Request pricing directly — both products currently use invitation-based or early-access onboarding rather than public self-serve checkout.

TradeOS

PlanIncludes
StarterPortfolio tracking (CIBC/TD/IBKR), TSX + US stocks, CAD/USD FX, tax reports (T3/T5/ACB), watchlist alerts
ProEverything in Starter + AI Market Intelligence, Swing Trade Scanner, self-improving AI loop, accuracy reports, My Symbols (up to 5)
EliteEverything in Pro + full Day Trading Module (VWAP/ORB intraday), intraday AI signals, day-trade accuracy tracking, unlimited My Symbols

Pricing is shared directly during the request-access conversation.

PracticeOS

PracticeOS is not yet commercially launched. Pricing will be shared directly with Design Partner Program applicants.

◆ FAQ

Common questions

Is this financial advice?▾
No. TradeOS is a research, tracking, and intelligence tool. Nothing it produces is financial or investment advice, and Axiom does not place orders on any exchange.
Does Axiom hold my money or trade for me?▾
No, never. There is no custody and no trade execution — portfolio tracking and research only. You execute trades at your own licensed brokerage.
Is my data stored in Canada?▾
PracticeOS production is planned to run on AWS ca-central-1 to meet PIPEDA/BC PIPA data-residency expectations. For a precise TradeOS data-residency answer, please ask our team directly.
What markets and brokerages does TradeOS support?▾
TSX, US markets (NASDAQ/NYSE), and crypto. Broker attribution for CIBC, TD, IBKR, Questrade, RBC, and BMO, with CSV auto-import for CIBC, TD, and IBKR.
Can I try TradeOS right now?▾
TradeOS is currently invitation-only with no public self-serve signup. Request access below and our team will follow up.
Is PracticeOS available now?▾
PracticeOS is in a pilot with its first Canadian CPA firm and is opening to a small number of founding firms through the Design Partner Program.
What is PracticeOS?▾
PracticeOS is practice-management software for Canadian CPA firms. It brings clients, engagements, deadlines, documents, e-signatures and billing into one place, with a secure client portal on the firm's own website.
Who is PracticeOS for?▾
Canadian public-practice CPA firms, from sole practitioners to growing teams, offering bookkeeping, payroll, tax and compilation services.
How does my firm join the PracticeOS Design Partner Program?▾
Book a demo through the form on this page. We arrange a short call and a live demo, then set up your firm with you. Places are limited.
How do I know the AI trade research actually works?▾
Every prediction is scored and reported transparently in our public Accuracy Reports — including losses. Post-mortems are pooled across all client accounts to improve future scans.
Can I trust AI with my CRA filings or financial statements?▾
AI drafts, suggests, and flags — it never finalizes. A licensed CPA must review and approve anything before it's sent, filed, or finalized.
◆ TALK TO OUR TEAM

Book a demo, request access, or ask a question

Tell us a bit about your firm or practice and what you need. We'll follow up within two business days to arrange a call. No obligation.

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Axiom Assistant
◆ AI — ask about TradeOS or PracticeOS