Accounting & tax firms

The starting point

A fiduciary office with 10 accountants serving 300 small businesses, receiving receipts by email and in shoeboxes.

1. 🔎

   1 · Set up

   The office uploads its service catalogue and checklists. The research recommends Finance, Compliance and a Marketing team with Customer Success for client communication.

2. 🔌

   2 · Take over the infrastructure

   The receipt mailbox is linked to the Finance agent, client portal logins go into the vault, and client files are exchanged through the shared folder. The AI accounting system is planned and will plug into this team.

3. 🧠

   3 · Take over the AI

   Client financial data stays with EU-hosted models or the office’s own endpoint; costs per agent are visible in the wallet.

4. 🚀

   4 · Run the company

   Finance collects and sorts receipts and prepares the reconciliation, Customer Success reminds clients of missing documents, Compliance tracks deadlines. The accountants review, approve and sign.

The companies in these use cases are illustrative examples, not customer references. Features marked “planned” are being built.