AI for firms that bill for judgment, not data entry.
Reconciliation, notices, and client follow-ups eat the hours your best people should spend advising. We deploy the agents that take that work off their desk.
Where the hours go.
Manual reconciliations
Hours each month-end go into matching transactions by hand instead of reviewing the exceptions that actually matter.
Tax planning bottlenecks
Optimization work queues up behind compliance deadlines, so planning becomes reactive instead of advisory.
Document collection
Client documents arrive scattered across email, portals, and paper — and chasing them eats into billable time.
Notice handling
Every notice needs to be read, classified, and routed before anyone can act on it, and that triage rarely gets faster with headcount.
Where AI plugs in.
Intelligent Reconciliation
Matches transactions automatically and surfaces only the exceptions a human needs to review.
Tax Optimization Agent
Flags planning opportunities against current filings instead of waiting for year-end review.
Notice Analysis Agent
Reads, classifies, and drafts a response plan for incoming notices the moment they arrive.
Client Communication Automation
Handles routine follow-ups and document requests so staff only step in for judgment calls.
Compliance Workflows
Keeps filings, deadlines, and approvals moving on a tracked, auditable schedule.
Financial Reporting Agent
Assembles management reports and variance analysis straight from the ledger, ready before the close meeting.
Proof, not promises.
A 40-partner CA firm closes months in days.
We deployed an Intelligent Reconciliation agent and a Notice Analysis agent across the firm's tax practice. Manual matching dropped sharply and senior staff moved from data entry back to advisory work.
Built to be trusted with your data.
Define the data boundary
Agree the permitted documents, systems, users, and output paths before a workflow is deployed.
Keep evidence inspectable
Design the workflow so source provenance and human review remain part of the operating process.
Review the deployment
Confirm hosting, model, integration, retention, and deletion requirements for the proposed workload.