AI integration, not reinvention

Practical, reliable AI for professional service firms. More approved client deliverables for the same effort.

We integrate AI into your existing systems, tools and processes, so your team gets the benefit of AI without reinventing how your firm works.

Two colleagues reviewing a client report together at a desk
How AI is used at work today
43%

of AI conversations studied in 2026 were about work tasks.

5 h to 40 min

Tasks estimated to take a person about five hours alone took roughly forty minutes with AI.

51%

of those conversations had people working through the task alongside AI, not handing it off entirely.

The gap

Your team has AI. Your deliverables haven’t changed.

Most firms bought licences and ran a workshop. People now use AI to tidy up emails, while the work clients pay for, the reports, reviews, filings and drafts, is produced the same way it was before.

Tools without a workflow

A chat window doesn’t know your templates, checklists or review steps, so every use starts from scratch.

Savings that never reach the client

Minutes saved here and there don’t add up to more approved deliverables. Changing a whole task does.

Risk that stalls everything

Without clear rules for client data and review, careful firms wait, and the tools sit unused.

What we do

We fit AI into the way your firm already works.

We’re a services firm, not a software vendor: there’s no platform or licence to buy from us. An expert learns how your team produces its work, then sets up the right tools for the tasks AI handles reliably.

Map the work

We sit with the people who produce your deliverables and record which tasks take the time.

Integrate into your tools

AI set up inside the systems you already use, with templates, instructions and data rules for each task.

Measure approved deliverables

We count what matters: client-ready work approved per person, before and after.

Custom software comes later, and only when a process has proved it is worth building for.

Industries

Built around the work professional firms actually do.

Research that matches real AI conversations to job tasks shows where AI is already used in each field. Each bar shows how often people asked AI to complete the task rather than working through it alongside AI.

An accountant ticking items on printed bank statements beside a laptop

Accounting and bookkeeping

Coding, reconciling and reporting follow clear rules and repeat every month. That is where AI is most dependable.

  • Code documents according to company procedures79%
  • Classify, record and summarise financial data67%
  • Prepare detailed reports on audit findings57%
  • Prepare adjusting journal entries54%
  • Check figures and postings for accuracy and correct codes53%

Stays with your people: Advice, tax judgment and professional sign-off.

More on accounting and bookkeeping

Person directed AI to complete the taskPerson worked through it with AI

See all industries

How AI fits in

AI prepares. Your people approve. Work goes out.

Nothing AI prepares reaches a client without a person approving it. AI acts on its own only on internal steps where a mistake is cheap to undo.

Step 1

AI prepares

Extracts the data, drafts the document, checks it against your rules.

Step 2

Your people approve

They see what it is based on, then approve or correct it.

Step 3

Work goes out

To the client or the file, with a record of who approved it.

What AI handles well

  • Written work: drafting, summarising, extracting, reconciling
  • Repeats often, in a known format
  • Follows clear rules or a checklist
  • Quick for a person to check

What stays with your people

  • Conversations with clients and negotiation
  • Judgment calls and professional advice
  • Relationships and trust
  • Final sign-off and accountability
How it works

An expert inside your team, not a report on your desk.

We don’t advise from a distance. An expert joins the people who do the work, learns it first-hand and builds AI into it with them. Nothing goes live without your approval.

  1. Fit conversation

    We learn what your firm does, how the work flows and whether this is worth doing.

  2. Join your team

    An expert works alongside the people who produce your deliverables, in your systems, on real client work.

  3. Choose the work

    Together we pick the tasks where AI is dependable and worth it, and the ones to leave alone. You can stop here.

  4. Build it into the work

    Tools set up and adjusted inside your existing systems, tested on live work and refined with the people using them.

  5. Hand over

    When it runs as part of normal work, we document it, train whoever owns it and step back.

A specialist taking notes while an employee walks him through her daily work

What’s needed from you

  • Time with the people who do the workEnough to watch real work being done and to test changes with them.
  • Examples of real workRecent deliverables, templates and checklists.
  • Access to your toolsAccess to the systems the work happens in, under rules you set.
  • One decision-makerSomeone who can approve tools, data rules and changes.
  • IT sign-offFor any AI subscriptions, which we list with their costs before you commit.

See the full process

Find out if your firm is eligible

A few questions about your firm and your work, and an evaluation based on research into how AI is used in your field.