Not a chatbot added to legacy software. The work itself is carried out by agents, and your professionals move from performing it to reviewing and deciding on it.
Documents coded, banks reconciled, audit evidence gathered, filings drafted — completed work arrives in a queue, referenced and ready for review.
Estimates, going concern, materiality, sign-off — never automated. Every agent output waits for a human decision, recorded by name.
Take on more clients without recruiting for them. Agent capacity scales with the client book; your cost base does not have to.
Agents cover every function of the practice — bookkeeping, bank reconciliation, management accounts, FS preparation, audit planning through completion, VAT and tax, payroll, KYC, statutory filings, workflow and client communications. Each works the clients you assign to it and reports to a named member of your team. Nothing is posted, filed or released without that person's approval.
One system runs the whole engagement, end to end. The line between what agents perform and what your professionals decide is drawn once — and it never moves.
Agents prepare; a named professional decides — and the system records who.
Clients, staff and partners each work from their own surface over the same data — nothing is forwarded, exported or re-typed between them.
Two sample portals, filled with an invented client book, so you can see the shape of the thing rather than read about it. No sign-up, no account — the logo slot is left empty because in your version it carries your mark.
Sample data throughout — the companies and figures in both portals are invented.
Include what your practice runs on; omit what it does not. Scoped with you at setup.
We are the first case study — every client of the firm runs through the same agents and the same review gates you would use.
Bring one live file to the demo. Agents set it up in front of you — judge them on your client, not on a slide.
One agent, a slice of the book. Your staff review agent output beside their own work. No commitment beyond the pilot.
Review gates, sign-off roles and what is never automated — configured to your methodology, once.
Ledgers in, portal white-labelled, templates and deadline calendars set to yours.
Agents work overnight, the queue is ready at 8am, your professionals review and sign. Capacity grows without headcount.
The same agents plus our licensed accountants, running your files end-to-end under your brand — you keep the client and the sign-off. Built for Maltese firms, with the MBR integration connected.
Client data stays in the EU. Encrypted at rest and in transit.
Preparer, reviewer and partner see and sign different things — you set the roles.
Every agent run and every human decision recorded — who, what, when — for the reviewer and the inspector.
Each firm's book is isolated — your clients are never visible to anyone but your firm.
Bring a real client file to the demo. We put the agents to work on it live, and you decide from what you see — not from a deck.