We install an AI operator inside accounting, tax and advisory firms, trained on how your firm actually works.
Anthropic
OpenAI
Mistral AI
Gemini
Llama
Grok
Outlook
Gmail
Teams
Slack
WhatsApp
Google Drive
Dropbox
Notion
Zendesk
Intercom
HubSpotZoom
A client calls about last year's filing. The answer comes back with the page it came from.
Asking
Overnight mail is matched to the client and answered in draft. A person reads it and sends it.
Drafting
Calls are transcribed and summarised onto the client page, with the follow-up email drafted for a person to send.
Calls
How the firm handles each client is written down once, and anyone can ask it.
Knowledge
Deadline month runs on the firm's own notes and playbooks, so the work flows and the day still ends on time.
DeadlinesYour firm already knows the answers. We put them within reach of everyone who works there.
OSTwo strands, wound together: what the partners know, and what the team needs to ask. Every answer shows its source, and every draft waits for a person.
Explore the platformOne page per client: history, contacts, quirks and open items, kept current.
Anyone in the firm asks in plain words and gets the answer with the page it came from.
Replies drafted into a designated mailbox. A person reads, edits and sends.
Talk instead of type. Notes and answers dictated on the way between meetings.
We sit with your team, write down how the firm works, and stay until it runs.
How an install works
Pick one task on a twenty-minute call. We build it, and your firm keeps it.
Book a call
We work with firms of ten to fifty people. One system, tailored to how each firm works, installed in person and tuned until it earns its place. Nothing leaves the firm without a person sending it.
