Axiom AI Group builds precise, Canadian-built software for people whose work gets audited, taxed, and reviewed — investors and advisors on Axiom TradeOS, and CPA firms on Axiom Ai PracticeOS. AI assists. A human always signs off.
Every Axiom product shares the same design system (“Signal Desk”) and the same governance rule: AI drafts and suggests, a licensed human approves.
Institutional-grade portfolio tracking, Canadian tax reporting, and a self-improving AI research engine — for boutique advisory practices and sophisticated independent investors.
The AI-powered operating system for Canadian CPA firms — client management, compilation engagements, compliance deadlines, e-signature, and billing in one command centre.
Every AI output is labeled, logged, and requires human review before anything is sent, filed, or finalized.
Designed around CRA, GST/HST, GIFI, and PIPEDA/BC PIPA data residency — not a generic tool retrofitted for Canada.
Tenant isolation, logging, and evidence packages on every signature, adjustment, and AI suggestion.
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.
“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.”
| Ticker | Sector | Signal | R:R | Confidence |
|---|---|---|---|---|
| SHOP.TO | Technology | ◆AI Long | 2.4:1 | 81 |
| NVDA | Technology | ◆AI Long | 2.1:1 | 77 |
| ENB.TO | Energy | ⚡ Short | 2.0:1 | 68 |
| Persona | What they get |
|---|---|
| Boutique advisory / wealth practice | Multi-client portfolio tracking, ACB tax reports, professional invoicing |
| Sophisticated independent investor | Unified TSX + US + crypto portfolio, FX-normalized, watchlists, research |
Multi-broker (CIBC, TD, IBKR, Questrade, RBC, BMO), dual CAD/USD balances, CSV auto-import for CIBC/TD/IBKR.
ACB reconciliation, Realized Gains/Losses, Dividend Income (T3/T5-ready), export to QuickBooks Online/Xero/Sage.
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.
Proprietary Momentum Score, Trend, ATR/volatility, volume-flow, and Relative Strength vs. SPY/QQQ — an independent second opinion alongside the AI.
3–10 day setups, minimum 2:1 reward/risk enforced by rule, ATR-sized entries/targets/stops.
Intraday VWAP/ORB setups — ORB Long/Short, VWAP-Bounce/Reclaim, Momentum, HOD/LOD-Break.
Your own curated watchlist run through the same institutional engine (Pro: 5 symbols, Elite: unlimited).
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.
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.
“Axiom Ai PracticeOS replaces disconnected practice tools, spreadsheets, shared drives, email reminders, manual deadline trackers and separate workflow systems with one integrated CPA firm command centre.”
Canadian public-practice CPA firms — sole practitioners and small/growing firms (roughly 2–30 employees today) offering bookkeeping, payroll, tax, and compilation engagement services.
Master profiles, business numbers, GST/HST and payroll numbers, related-party tracking.
Auto-built binders — Planning, Fieldwork, Conclusion, Tax-GIFI.
Licensed CPA Professional Engagement Guide templates; AI assists but never invents licensed content.
Full statement set, AI-assisted note drafting (reviewer-approved), GIFI mapping feeding T2.
In-house e-signature with a full evidence/certificate package tied to the engagement archive.
Document requests, secure messaging, e-signature, approvals, invoices, deliverables.
GST/HST, T1/T2/T3, T4/T4A/T5/T5018, WCB, and CRA correspondence deadlines.
Fixed fee, hourly, recurring, and progress billing with WIP and A/R aging.
PracticeOS is in an internal MVP/pilot phase with a real Canadian CPA firm. We're inviting a small number of additional Canadian CPA firms into a Design Partner Program — discounted pricing and direct input into the roadmap in exchange for early feedback.
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.
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.
| Plan | Includes |
|---|---|
| Starter | Portfolio tracking (CIBC/TD/IBKR), TSX + US stocks, CAD/USD FX, tax reports (T3/T5/ACB), watchlist alerts |
| Pro | Everything in Starter + AI Market Intelligence, Swing Trade Scanner, self-improving AI loop, accuracy reports, My Symbols (up to 5) |
| Elite | Everything 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 is not yet commercially launched. Pricing will be shared directly with Design Partner Program applicants.
Tell us a bit about what you need and our team will follow up.