Data & AI for Accounting & Finance.
For audit firms, accountancy networks and corporate finance teams — automating the evidence, freeing the judgement.
Sector pressures we're built for.
Fee compression, partner-hour scarcity, regulatory scrutiny (FRC AQR, ISQM 1), and clients expecting real-time advisory — the sector is being reshaped. AI and data done well is now table stakes.
We've delivered for Top-50 UK accountancy firms and international networks — automating triage, evidence gathering, disclosure review, corporate-tax analytics and practice-management dashboards.
Use cases we deliver.
Client query triage
RAG agents drafting responses to recurring queries (VAT, payroll, R&D), routing exceptions to partners.
Audit evidence automation
Document extraction, confirmation matching, variance explanation — feeding the audit file, not replacing it.
Advisory analytics
Client portfolio analytics, early-warning dashboards, benchmarking packs.
Practice-management BI
Fee realisation, WIP, utilisation — properly attributed, not departmentally cooked.
R&D tax automation
Claim drafting with citations, technical narrative support, HMRC-aligned.
Disclosure & compliance review
FRS 102 / IFRS disclosure checks, policy consistency review.
A real engagement.
Mid-size firm — AI triage on 42,000 client queries/year.
RAG system routes and drafts inbound client queries. 73% auto-resolved to partner-quality, ~9,000 partner-hours freed for advisory.
Read full case study