For managing partners and practice leads
Less admin. More client time.
AI agents for accounting, law, wealth and staffing firms that handle intake, document chasing, review prep, deadlines and billing admin, so your people spend their time on clients.
45 minutes · a written plan, whether or not we work together
- Checklist built · per client
- Request sent · portal & email
- Reminders · until complete
- Documents filed · right folder
- Exceptions reviewed · professional (a person decides)
- Ready for work · summary sent
ISO 27001
ISO 9001
- Clutch 5.0★ (opens in a new tab)
- Claude Certified Architects
Where the hours go
Admin is eating your client time.
Firms that automate the admin around their experts win on capacity and client experience.
of a UK financial adviser’s day is spent with clients; 51% is seen as ideal1
of an adviser’s day goes to reports, compliance and admin2
accounting firms using AI, 2024 to 2025: competitors are moving3
Only 83% of ongoing advice reviews were actually delivered at the largest UK firms the FCA examined4
Sources: 1 Fidelity IFA DNA via IFA Magazine (opens in a new tab) · 2 Fidelity IFA DNA via IFA Magazine (opens in a new tab) · 3 Wolters Kluwer via CPA Practice Advisor (opens in a new tab) · 4 FCA review via Regulation Tomorrow (opens in a new tab)
What we automate
Workflows built for how your firm works.
Choose your firm type. Every agent works inside your practice, case or client-management system, and a professional approves anything that matters.
- 01
Client document collection
Per-client checklists, portal requests and reminders until the file is complete.
Files complete before busy season - 02
Bank and card reconciliation
Transactions categorized and matched; only mismatches reach a person, with reasons.
Hours of manual matching removed - 03
Deadlines and engagement letters
Filing and extension deadlines per client and entity; letters issued and tracked to signature.
Every deadline tracked and reminded
- 01
Intake and conflict checks
Inquiries captured, parties extracted and conflict searches run before an attorney spends time on the call.
Faster yes or no to new matters - 02
Docketing and deadlines
Dates extracted from filings and orders, calendared against your rules, with escalating reminders.
Deadlines never depend on one person - 03
Time capture and billing
Draft time entries and narratives built from real email, document and calendar activity.
Unbilled time recovered
- 01
Client 360 and onboarding
Client, portfolio and compliance data in one view; onboarding and AML documents chased until complete.
Proven for ~800 clients - 02
Review preparation
Fact-find refresh, data pulls and draft review packs ready before every client review.
Review packs ready before each meeting - 03
Consumer Duty reporting
Client-outcome data assembled from your back office for board reporting.
Board-ready evidence
- 01
Candidate and employee admin
Onboarding documents, contracts and compliance checks chased and verified.
Faster starts - 02
Lead and sales operations
Every inquiry answered, qualified and followed up, with CRM hygiene handled automatically.
Pipeline kept current - 03
Timesheets and billing
Timesheets chased and checked, and invoices drafted from approved hours.
Invoices out on time
Logos show integration compatibility, not partnership.
Before and after
What changes in a typical week.
- Intake
Today: New inquiries wait for someone to take notes, check conflicts or verify identity.
With agents: Intake details, checks and a summary are ready within minutes. The professional’s first task is a decision.
- Documents
Today: Staff chase the same clients three or four times and track replies in a spreadsheet.
With agents: One checklist per client and automatic reminders. Staff see who is complete and who needs a call.
- Reviews and deadlines
Today: Review packs and deadlines depend on someone remembering and preparing them by hand.
With agents: Every deadline is tracked and every review pack is drafted in advance for the professional to finalize.
- Billing
Today: Time and billing narratives are reconstructed from memory at month-end.
With agents: Draft entries come from real activity; professionals edit and approve.
Results
Our closest work, already live.
We haven’t published an accounting or law case study yet. These are our closest engagements, and first firms in each sector get a pilot built around their own workflow.
- Automation~800Client, portfolio and compliance data unified into one 360° view, with financial operations automated for around 800 clients under FCA-appropriate controls.FCA-regulated wealth management firm · United Kingdom
- Automation~3 wksAgents run bank and buyer document follow-ups on the client’s own SOPs. Time to the first installment fell from 6–10 weeks to about 3.Residential developer · India
- Automation≈$210K/yrA compliance-check agent runs every check inside the team’s own workflow, replacing roughly $210K (₹2 crore) a year of licensed tooling.Automotive compliance services firm · India
They stuck to the timetable, completing each milestone on time, with clear, measurable results throughout.
How engagements work
Prove it on one workflow first.
Pilots are scoped around a single high-volume workflow, such as document collection or review prep, with success measures agreed up front.
- Step 01
Discovery call
45 minutes on your highest-volume workflows. You get a written plan: what to automate first, in what order, and what it should return.
- Step 02
Pilot on one workflow
We build and run one agent on your own accounts, against real cases, with your people approving its output. You see the numbers before committing further. Duration and commercials are agreed on the discovery call.
- Step 03
Scale and tune
Proven agents roll out to more teams and workflows on a monthly retainer, tuned as your volumes, rules and systems change.
Questions
Questions firms ask.
Does the AI give professional advice?
No. Agents capture, chase, draft, check and remind. Accounting judgments, legal advice and financial recommendations stay with your qualified people, who approve anything that reaches a client, a court or a regulator.
How do you stop AI from making things up?
Agents work from your documents and records, not general knowledge. Every item they flag points to its source, outputs are logged, and anything they can’t ground in a source is raised as a question, not an answer.
Is client confidentiality protected?
Agents run with scoped, revocable permissions and every action is logged. Where your policies require it, we deploy into your own cloud. See the enterprise controls above for certifications and data handling.
Will it work with our practice-management software?
We build on top of what you already run, connecting through APIs where they exist and through email, portals and shared folders where they don’t. We confirm exactly what connects on the discovery call.
UK advice firms: can it help with FCA Consumer Duty?
Yes. For advice firms we can assemble the client-outcome data your board report needs from your back-office system, and prepare review packs in advance of each client review.
What does it cost?
We don’t publish a price list for this work. It depends on the workflows, volumes and systems involved. Pilot duration and commercials are agreed on the discovery call, based on your scope and requirements, and you get a written proposal with a fixed scope and price before any build starts.
Give your people their hours back.
Book a 45-minute discovery call. We’ll map the workflows costing your firm the most non-billable time and send you a written automation plan.
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