IntellixCore for Professional Services
Run the Firm on an Agentic Workforce Operating System
IntellixCore is the Agentic Workforce Operating System for Professional Services—enabling firms to plan, build, deploy and manage Agentic Workers and Agentic Workflows at enterprise scale, with governance, auditability and measurable productivity gains.
300+ Agentic Workers and Workflows — Ready to Deploy
Our library spans the core functions of a modern firm, including Accounting, Corporation Tax, Personal Tax, Audit, Legal & Contracting, Research & Advisory (Tax Research), Business Development, HR, Finance, Consulting, and Operations.
Modernise Delivery, Without Losing Trust
Shift from labour-intensive workflows to agentic execution, where repeatable tasks are delivered through governed Workers and Workflows—while professionals retain focus on growth, judgement, quality assurance, and client accountability.
Enterprise Controls Built In
Operate safely with RBAC, human-in-the-loop governance, audit trails, and performance reporting—delivered through the IntellixCore Workbench and accessible via Microsoft Teams, Slack, or any browser.
Service-Line Workflows That Deliver Real Outcomes
Deploy end-to-end capability across priority compliance lifecycles, including:
- Accounting: Preparation & Filing
- Corporation Tax: Computation & Filing
- Personal Tax: Computation & Filing
Covering the full delivery lifecycle: engagement setup, data ingestion, preparation & analysis, and finalisation & submission—plus Workers supporting audit close-outs, client onboarding, tax research & planning, and regulatory change response.
Examples of
Service Area
Agentic Capabilities
Accounting Workflow AgentsÂ
Ingest and validate trial balance and source documentsÂ
Map data to firm templates and working papersÂ
Draft accounts and supporting schedulesÂ
Run variance checks and exception reportingÂ
Prepare review packs and finalisation outputsÂ
Personal Tax Workflow AgentsÂ
- Engagement setup and data request automationÂ
- Ingest and validate client data (income, reliefs, investments)Â
- Draft computations and supporting schedulesÂ
- Flag risks, anomalies, and missing evidenceÂ
- Produce submission-ready packs for review and sign-offÂ
Assurance Workflow AgentsÂ
- Ingest ERP/ledger data and supporting evidenceÂ
- Risk-score transactions and identify exceptionsÂ
- Generate sampling support and testing documentationÂ
- Support close-out via conversational Q&A in the WorkbenchÂ
- Real-time exception tracking and status reportingÂ
Corporation Tax Workflow AgentsÂ
- Ingest accounts, trial balance, and prior-year dataÂ
- Draft tax computations and supporting schedulesÂ
- Identify technical issues and create structured query listsÂ
- Run “what-if” scenario analysis during planning discussionsÂ
- Assemble filing packs for review and submission readinessÂ
Tax Research AgentÂ
- Answer complex technical queries with structured citationsÂ
- Summarise legislation and interpret guidance changesÂ
- Draft client-facing technical notes and advice memosÂ
- Support meetings with real-time Q&A and issue spottingÂ
Compliance Workflow AgentsÂ
- Parse contracts and extract key obligations in real timeÂ
- Flag risks and redlines during negotiation reviewÂ
- Suggest clause precedents aligned to firm standardsÂ
- Draft policy updates and compliance documentation post-meetingÂ
Talent Operations AgentsÂ
- Screen CVs and shortlist against role criteriaÂ
- Schedule interviews and manage candidate coordinationÂ
- Draft offer documentation and onboarding checklistsÂ
- Provide hiring pipeline insight and workload reportingÂ
Deal & Transaction AgentsÂ
- Aggregate deal documentation and structure data roomsÂ
- Draft summaries and stakeholder briefings pre-meetingÂ
- Model integration scenarios and synergy assumptionsÂ
- Simulate valuation and risk impacts on demandÂ
Risk & Monitoring AgentsÂ
- Monitor systems and identify anomalies and exceptionsÂ
- Trigger remediation workflows and escalation pathwaysÂ
- Generate incident analysis packs for leadership reviewÂ
- Maintain audit trails and governance reportingÂ
Advisory & Delivery Enablement AgentsÂ
- Run structured discovery and strategy workshopsÂ
- Draft operating model roadmaps and rollout plansÂ
- Support executive Q&A with grounded insightÂ
- Co-produce change plans, communications, and adoption assetsÂ
Business Development & Growth AgentsÂ
- Client intelligence and next-best actionsÂ
- Cross-sell / upsell opportunity discoveryÂ
- Proposal and SoW first drafts from firm templatesÂ
- Pre-meeting briefs and follow-up automationÂ
- Pipeline tracking and reportingÂ
Key Platform Features for
Professional Services
Key Operating System Features
Professional Services
Key Operating System Features
Plan | Build | Deploy | Manage
The Agentic Workforce Operating System for Professional Services
IntellixCore enables Professional Services firms to industrialise Agentic Workers and Agentic Workflows across service lines—creating governed delivery capacity that improves productivity, quality, turnaround time, and operating leverage.
Plan | Build | Deploy | Manage
The Agentic Workforce Operating System for Professional Services
IntellixCore enables Professional Services firms to industrialise Agentic Workers and Agentic Workflows across service lines—creating governed delivery capacity that improves productivity, quality, turnaround time, and operating leverage.
Define where agentic execution delivers the greatest impact across Accounting, Corporation Tax, Personal Tax, Audit, Advisory and Business Development. Firms define the target productivity allocation (typically 30–60%), select high-value Workers and Workflows from our Professional Services library (and add new ones where required) and build a roadmap aligned to service lines, risk appetite, and data readiness.Â
Outcome: a firm-wide roadmap from priority use cases to measurable productivity savings.Â
Use our no-code configuration environment to build and adapt reusable Agentic Workers and Workflows aligned to your ways of working—covering engagement setup, data ingestion, preparation & analysis, review support, finalisation, and submission readiness. Built-in controls include RBAC, Human-in-the-Loop (HITL) approvals, and full auditability.Â
Outcome:Â faster time-to-value with confidence in quality, compliance, and repeatability.Â
Deploy through the Professional Services Workbench, integrated into systems of record and the firm’s data fabric—so agentic execution supports real delivery teams at the point of work, not as a separate tool.Â
Outcome: adoption across Partners, Directors, Managers and delivery teams—office-by-office and service-line-by-service-line.Â
Run the Agentic Workforce with operational discipline—tracking adoption, throughput, turnaround time, quality, compliance and ROI through dashboards and reporting. Scale workflow-by-workflow as outcomes are proven and governance matures.Â
Outcome: controlled expansion where productivity gains compound and risk remains managed.Â
Designed for Scale, Built for You
With 300+ agents  structured across 19 categories, IntellixCore delivers intelligence where and when it matters
- Audit & Assurance
- Accounting Advisory
- Legal
- Business Tax
- Personal Tax
- HR & Recruiting
- Corporate Finance & Transactions
- Risk Advisory
- Consulting & Alliances
- CRM & Sales Intelligence
- Sales Automation
- Client Service Excellence
- Marketing & Advertising
- Finance Operations
- Support HR
- IT & Security
- AI Innovation & Governance Hub
Designed for Scale, Built for You
With 300+ agents  structured across 19 categories, IntellixCore Agentic Workforce Operating System delivers intelligence where and when it matters
- Audit & Assurance
- Accounting Advisory
- Legal
- Business Tax
- Personal Tax
- HR & Recruiting
- Corporate Finance & Transactions
- Forensic Accounting & Business Recovery
- Risk Advisory
- Consulting & Alliances
- CRM & Sales Intelligence
- Sales Automation
- Client Service Excellence
- Marketing & Advertising
- Finance Operations
- Support HR
- IT & Security
- AI Innovation & Governance Hub
Built for Client Delivery, Not Just Back-Office Automation
A Manager asks: “Prepare the accounts pack and flag anything that will trigger a partner query.”Â
The Accounting Workflow Agents ingest the trial balance, map to templates, draft working papers, run reasonableness checks, and produce a review pack with exceptions highlighted and evidence links attached.Â
A Tax Senior asks: “Draft the corporation tax computation, highlight high-risk positions, and generate the client query list.”Â
The Corporation Tax Workflow Agents prepare the computation, identify technical risks, draft clarifying questions, and assemble a submission-ready pack—ready for review and sign-off.Â
A Personal Tax Manager asks: “What’s missing for this return, and what are the risks before we finalise?”Â
The Personal Tax Workflow Agents validate inputs, flag missing evidence, identify anomalies, and generate a completion checklist—accelerating turnaround without sacrificing quality.Â
An Audit Director asks: “What’s outstanding across the file, and what’s blocking sign-off?”Â
The Audit Workflow Agents summarise unresolved exceptions, link to supporting evidence, confirm remediation status, and produce a close-out dashboard—so partners can sign with confidence.Â
A Partner asks: “Give me a partner-ready position on this issue, with citations and client wording.”Â
The Tax Research Agent produces a structured technical analysis, cited sources, suggested client language, and recommended next steps—ready to reuse in advice and proposals.Â
