Professional Services
We design, build, and run AI-native workflows for accounting firms, CFO services, audit teams, tax advisors, and finance operations. Every engagement is scoped, priced, and shipped end-to-end. Below is the catalogue of accounting engagements we deliver, grouped by the outcome they target.
Projects from $15k · Refundable 7 days · Kickoff within 5 days
Early access: we work with a small first cohort. Engagements are scoped, priced, and shipped end-to-end by our team — not referred to third parties.
Core systems we integrate
GL, ERP, tax software, audit platforms, document portals
Risk lens we govern
financial accuracy, confidentiality, independence, audit evidence, and regulatory deadlines
KPIs we report against
close cycle time, realization, review points, client turnaround, and error rate
Phase 1 · Weeks 1–2
Discovery
We map the workflow, the systems, the decisions, and the baseline metrics. Output: a scoped statement of work.
Phase 2 · Weeks 2–4
Design
We design the operating model: data access, retrieval, prompts, review queues, controls, and the KPI dashboard.
Phase 3 · Weeks 4–8
Build
We ship a production thin slice on real data, with versioned prompts, evaluation harness, and human review.
Phase 4 · Weeks 8+
Run
We run the workflow with you weekly, expand into adjacent work, and report against baseline.
Each engagement page below describes a scoped workflow with pricing, controls, and the KPIs we commit to. Use the filter to narrow by company size.
5 engagements
Revenue & Growth
Revenue Operations
make revenue data cleaner, faster, and easier to act on for accounting.
Operations & Throughput
Finance Back Office
reduce manual finance work without losing control for accounting.
Risk & Compliance
Compliance Operations
turn regulatory work into a traceable operating system for accounting.
Operations & Throughput
Document Processing
extract meaning from documents at scale for accounting.
Knowledge & Insight
Knowledge Management
make institutional knowledge searchable and actionable for accounting.
Filtering is a guideline based on typical fit, not a hard rule. We ship engagements at every company size.
Selected portfolio
A rotating selection of engagements drawn from our active portfolio in accounting and adjacent sectors. Scope and stack are accurate; client identities are withheld under engagement NDAs.
Q4 2025
Multi-vertical consulting group · Europe
Internal automation tool to streamline workflows, reduce manual administrative load, and improve operational efficiency across consulting and management processes. Integrates with existing systems rather than replacing them, automating handoffs and document flows that previously moved through email.
Q4 2025 → Q1 2026
Mid-market property operator · GCC region
Full operational backbone for a property operator running multiple owners associations: properties, units, owners, accounting, service charges, budgets, maintenance, violations, and a resident-facing community portal — replacing a patchwork of spreadsheets and disconnected accounting tools.
Q1 2026
Multi-vertical consulting group · Europe
Corporate marketing site with animated bento-grid editorial, bilingual content architecture, and an internal CRM behind the scenes for lead handling. Designed to project a premium positioning aligned with enterprise buyers while keeping marketing-team ownership of the content layer.
Client identities withheld under engagement NDAs. Sector, geography, and scope are accurate. Full case studies on request.
Popular with buyers
Start the engagement
Tell us which workflow you want to attack first, the systems involved, and the KPI you want to move. We'll send a scoped statement of work within 5 business days.