Proposal & Pricing Agent
Matches what the client needs to what the firm can do, then prices it against your model instead of a partner's memory.
- Accounting
- Connect — Client Needs Matched To Firm-Wide Capability
- STAR for Accounting Firms
- 6 AI Agents
- Generates scoped, value-priced proposals from your approved pricing model.
- 01
Translates diagnostic findings into a scoped advisory package.
- 02
Applies your value-based pricing rules and tiers.
- 03
Produces the proposal, scope boundaries, and assumptions for partner review.
- Diagnostic or intake findings
- Your pricing model and service catalog
- Client objectives and constraints
- A draft proposal with scope and price
- Assumptions and exclusions
- An internal margin check
Part of STAR for Accounting Firms.
Client Needs Matched To Firm-Wide Capability
Start with client circumstances, risks, constraints, opportunities, and objectives — then match them to capabilities distributed across practices and offices. Not cross-selling in reverse.
A systems-driven, recurring-advisory business model built around the clients, expertise, data, people, and technology you already have.
Explore The SystemClient Intake Agent
Collects documents and structures new engagement data before work begins.
Agent DetailClose 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 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.