Solutions & Services
AI co-workers for the work that holds your firm back.
From bespoke transformation to tax and bookkeeping, we build AI that takes on the repetitive work — engineered, governed, and shaped around the way your firm and your clients actually operate.
01 · Solution
Tailormade AI Transformation
AI built around how your firm actually works.
Every firm runs differently. We design and build AI co-workers around your specific processes, tools and clients — identifying where automation creates the most value, then engineering it with the governance to put it in front of clients.
- Discovery of where AI moves the needle in your firm
- Custom agents that fit your existing tools and workflow
- Engineered, governed and accountable from day one
- Rolled out with your team, not around them
02 · Solution
Tax Solution
Take the grind out of tax, keep the judgement with people.
An AI co-worker that handles the repetitive parts of tax preparation — gathering data, classifying transactions, surfacing anomalies and prepping returns — so your specialists spend their time on advice, planning and review.
- Pulls together and classifies the underlying data
- Flags anomalies and missing information early
- Drafts and pre-fills, with a human reviewing every return
- A clear, explainable audit trail throughout
03 · Solution
Bookkeeping
An AI bookkeeping agent that works beside your team.
Not another tool your bookkeeper has to operate — a co-worker that takes the repetitive bookkeeping off their plate, so your qualified people spend their time where it actually grows the client.
- Categorisation, reconciliation and data entry — handled continuously
- Works inside your existing workflow, not around it
- Keeps a human in control, with every action reviewable
- Frees skilled staff for advisory work that compounds
AI Bookkeeping Agent Not sure where to start?
Tell us about your firm — we'll point you to the right place.