Client Intake Agent
Turns the messy start of an engagement into a structured, complete file before a professional spends an hour on it.
- Accounting
- Systemize — Institutional Expertise, Not Individual Memory
- STAR for Accounting Firms
- 6 AI Agents
- Collects documents and structures new engagement data before work begins.
- 01
Requests, chases, and checks off every document the engagement standard requires.
- 02
Normalizes entity, ownership, and prior-year data into your firm's intake schema.
- 03
Flags missing or contradictory information before it reaches a manager.
- Client documents and prior-year files
- Your engagement intake checklist
- Entity and ownership records
- A complete structured intake file
- An open-items list by responsible party
- A readiness flag for the engagement team
Part of STAR for Accounting Firms.
Institutional Expertise, Not Individual Memory
Capture methodologies, best practices, and specialty knowledge across tax, assurance, CAS, transactions, valuation, risk, wealth, and succession so the firm's capability outlives any one partner.
A systems-driven, recurring-advisory business model built around the clients, expertise, data, people, and technology you already have.
Explore The SystemClose Package Agent
Assembles the monthly close package in your firm's standard format.
Agent DetailVariance Commentary Agent
Drafts plain-language commentary on budget and prior-period variances.
Agent DetailCFO Dashboard Agent
Builds the recurring advisory dashboard and flags what needs a conversation.
Agent DetailProposal & Pricing Agent
Generates scoped, value-priced proposals from your approved pricing model.
Agent DetailQuality Review Agent
Checks every deliverable against your standards before it reaches the client.
Agent DetailScale Agent
Revenue Growth Faster Than Headcount.
Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.