AI agents for Accounting & Professional Services
Accounting firms, CA practices, law firms and consultancies bill for expertise but lose hours to data entry, reminders and routine correspondence. AI agents take that work on.
What we've delivered
Problems we solve
Each solution is built on your systems and your data, with people approving anything that matters.
Staff key invoices and receipts into the ledger and code them by hand.
An agent reads each document, codes it to the right account, flags duplicates and posts it for approval.
Books kept current without the typing.
Someone tracks which clients owe which documents and sends reminder after reminder.
An agent tracks what is missing for each client and sends polite, personalised reminders until it arrives.
Engagements start on time, without anyone playing debt collector.
Month-end means matching bank lines to the ledger row by row.
An agent matches transactions, explains what it matched, and lists only the true exceptions.
Faster closes and fewer late nights.
Partners and seniors write the same updates and explanations over and over.
An agent drafts replies and summaries in your firm's voice for a person to check and send.
Senior time goes back to billable work.
How we work
Your biggest time and cost drains, where AI agents fit, and the sensible first step.
We map how work really gets done and rank the top 3 to 5 agent opportunities by the hours and money they save.
A working agent, live on your real systems and data, with the time and cost it saves measured.
We run, monitor and improve your agents, and add new ones as your business finds more work to hand over.
In a 45-minute discovery call we map where AI agents fit in your business, what it would take, and roughly what it would save.
45 minutes · $30, credited to your Audit
Other industries
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Satellite and drone imagery analysis, change detection and site monitoring.