AI agents for professional services firms
Timesheets reconstructed on Friday from memory. Client onboarding that stalls on one missing document. Filing deadlines tracked in a spreadsheet only one person understands. Billable hours lost to work nobody can bill for.
Three jobs that eat the week
Friday afternoon spent reconstructing the week, and the estimate is always low. The Time Agent drafts entries from calendar events, documents worked on and email threads, then asks you to confirm rather than asking you to remember.
A file sits for three weeks because nobody chased the last verification document. The Onboarding Agent tracks what is outstanding per client, chases in your firm's tone, and escalates to you when a file has not moved in a week.
The filing calendar lives with whoever built it, and the risk lives with the partner. The Deadline Agent tracks every statutory date per client, warns at your chosen lead time, and shows which ones have no work started.
Where most firms start
Nobody switches on six agents at once. These are the departments that pay for themselves first in this trade.
A 12-person accountancy practice
Timesheets reconstructed on Friday from memory, and onboarding files stalling on a single verification document. The Time Agent drafts entries from calendar and document activity for confirmation; the Onboarding Agent chases what is outstanding per client.
See what this would look like for you →The software you already run
We connect to what's there. No one is migrating off their accounting system to make this work.
See it on one of your own client files
Give the demo a real onboarding case and watch where it stops.