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Pre-built, configurable Workers and Workflows across every enterprise function.
A Manager prompts: "Prepare the accounts pack and flag anything that will trigger a partner query." 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.
Ingests ERP data, risk-scores transactions, auto-posts entries, provides live close-out assistance, and delivers instant exception status reporting. Designed for high-volume audit environments where manual sampling is a bottleneck.
An Audit Director prompts: "What's outstanding across the file, and what's blocking sign-off?" Agents summarise unresolved exceptions, link to supporting evidence, confirm remediation status, and produce a close-out dashboard so partners can sign with confidence.
Flags contract risks, compares terms to market benchmarks, and guides redlines in real time within Microsoft Teams. Parses contracts as they come in, flags deviations during negotiations, and suggests clause precedents from the firm's library.
Continuously monitors for regulatory changes and sanctions list updates, adapting workflows automatically without code rewrites. Covers both external sanctions screening and internal policy compliance to minimise drift as regulations evolve.
AI reviews NDAs, MSAs, and compliance documents to flag deviations, suggest redlines, and benchmark against standard clause libraries. Reduces the time partners spend on first-pass review and accelerates negotiation cycles.
A Tax Senior prompts: "Draft the corporation tax computation, highlight high-risk positions, and generate the client query list." Agents prepare the computation, identify technical risks, draft clarifying questions, and assemble a submission-ready pack — ready for review and sign-off.
Tracks customer payment behaviour, flags risks, and suggests remediation actions. Analyses ledger activity, scores accounts, and triggers dunning or exception workflows using anomaly detection, cashflow prediction, and LLM-generated collection strategies.
Automates privilege reviews, tagging, and contextual search across large document volumes for litigation support. Reduces external counsel reliance and speeds up turnaround for deposition preparation and legal filings at scale.
Answers "what if Q3 drops 12%?" queries in real time, simulates multi-scenario impact, and generates board-ready plans. Deployed at portfolio company level for PE firms, and inside FP&A teams for enterprise clients.
Screens CVs against role requirements, schedules interviews, auto-generates offer letters, and produces onboarding plans. Chats directly with hiring leads via Teams to provide real-time candidate rankings and hiring recommendations.
Detects system anomalies in real time, opens remediation tickets automatically, explains risks in plain language, and guides remediation workflows. Monitors infrastructure, security posture, and IT controls for continuous assurance.
Summarises portfolio updates, prepares LP reports, and responds to natural-language fund queries like "show me portfolio exposure to rate risk." Automates fund reporting, DD packs, and investor Q&A workflows.
Automates data extraction, entity verification, and risk scoring — bringing together internal records and external sources. Shortens onboarding cycles dramatically while ensuring compliance and traceability at every step.
Aggregates deal documentation, models integration scenarios, provides stakeholder briefings, and simulates valuation impacts across financial, legal, and operational workstreams. Reduces external adviser reliance on routine DD tasks.
A Personal Tax Manager prompts: "What's missing for this return, and what are the risks before we finalise?" Agents validate inputs, flag missing evidence, identify anomalies, and generate a completion checklist — accelerating turnaround without sacrificing quality.
Aggregates and analyses client portfolio data to generate client-ready reports with risk flags and compliance annotations. All outputs are fully auditable and consistent — replacing weeks of manual consolidation with hours of supervised AI output.
Predicts revenue using CRM and financial data. Connects to pipeline data, applies forecasting models, and flags risks and opportunities. Delivers weekly board-ready insights using time series, regression, and LLM-based analysis with scenario modelling.
Tracks legislative and regulatory changes across jurisdictions, explains obligations in plain language, pre-fills returns, and highlights risks. Simulates multi-jurisdictional impacts and optimises treatment strategies for live client queries.
A Partner prompts: "Give me a partner-ready position on this issue, with citations and client wording." 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.