99 Agents. More Advisory Revenue, Without More Headcount.
Every agent delivers work you can bill — diagnostics, research, methodologies, client reports, ongoing monitoring — in hours instead of weeks. The result: more recurring engagements per client, higher margin on every one, and delivery that no longer depends on partner hours. Pick a discipline to see the agents built for that practice.
Accounting
7 agentsAutomate The Routine. Advise All Year.
Agents that take close, reconciliation and reporting work off your team so accountants spend their hours on advisory retainers clients renew.
- AGENT_01Ready to deploy
Client Intake Agent
Collects documents and structures new engagement data before work begins.
Systemize - AGENT_02Ready to deploy
Close Package Agent
Assembles the monthly close package in your firm's standard format.
Standardize-Customize - AGENT_03Ready to deploy
Variance Commentary Agent
Drafts plain-language commentary on budget and prior-period variances.
Leverage - AGENT_04Ready to deploy
CFO Dashboard Agent
Builds the recurring advisory dashboard and flags what needs a conversation.
Recur - AGENT_05Ready to deploy
Proposal & Pricing Agent
Generates scoped, value-priced proposals from your approved pricing model.
Connect - AGENT_06Ready to deploy
Quality Review Agent
Checks every deliverable against your standards before it reaches the client.
Standardize-Customize - AGENT_07Ready to deploy
Scale Agent
Revenue Growth Faster Than Headcount.
Scale
Put The Agents To Work In Your Firm.
We deploy the agents inside your system, with your standards and your review points.