Worked example
An agent that drafts to your firm's standard with every citation sourced — so partners spend their time on judgement, not re-checking format.
AI agents for the accounting work that fills the day, not the value.
Educate, Build, and Run — applied to the repetitive, review-heavy work of an accounting and advisory firm.
This is one way in, not the whole list — we work in any industry where the workflow fits. Don't see yours? Book a scope call.
The workflows
Client-enquiry intake and routing · tax, regulation, and precedent research with citations · first drafts of advisory memos, client letters, and file notes · client correspondence in your firm's voice. Some of this work your people and an agent do together; some an agent can run on its own. Which shape each one takes is exactly what the matrix sorts out — we frame it before we build.
How Educate · Build · Run applies
Build
Your own drafting-and-research agent on one of your own engagement-types — and yours to keep.
Explore Build →Which one fits depends on where your problem sits — that’s what the matrix is for. See how it works →
Which way fits your firm
Which door depends on your firm. Educate if the team needs to get fluent directing AI to your standard; Build if you have a clear engagement-type ready for an agent. We'll frame yours on a scope call.
Illustrative — a representative problem and how we'd approach it, not a past client engagement.
Worked example
An agent that turns working papers into a client-ready advisory-letter draft — so the partner reviews reasoning and judgement, not formatting.
The outcome we’d target
The outcome we'd target: partner time spent on judgement, not re-checking format; junior capacity freed for advisory work. Codifying your firm's standard up front is the real work — the agent drafts to it, your people sign off.
Context
ATO and ASIC audit-trail expectations · Tax Practitioners Board conduct-code compatibility · client-confidentiality preserved · Privacy Act readiness.