Specialist professional AI agents
Supervised AI execution for professional firms.
Five specialist agents prepare audit, accounting, tax, legal, and insurance workpacks - evidenced, source-linked, and ready for review. Your professionals keep every judgement call.
Professional hours released yearly at 30% deployment
Productive capacity in professional services
per outsourced engagement
Professional firms are being asked to do more, with less capacity and more scrutiny.
Capacity pressure
Partners and managers spend too much time chasing documents, cleaning books, preparing schedules and drafting first versions.
Evidence pressure
Audit, tax, AML/CFT, CSP, insurance and regulatory files need clearer source trails, stronger documentation and better review discipline.
Regulatory complexity
MFSA, FIAU, MBR, CFR/MTCA, QAU and EU rules increase evidence expectations across professional-service workflows.
Outsource defined audit, accounting, tax, CSP and insurance-support tasks without hiring every specialist full time.
How the service works
Scope
You send the task, deadline, source material and review requirements.
Prepare
Agents prepare workpapers, schedules, reconciliations, registers, tax packs or evidence files, etc.
Review
Our team reviews, applies professional judgement to the work done by the Agents.
Deliver
We release the final output to you, for final review and conclude the engagement.
Meet the five agents
One supervised AI family across five service lines.
Each agent is built for a specific professional workflow. Together, they form a supervised operating layer across the firm.
Audit & Assurance
Patrick
Planning, risk assessment, PBC, workpapers, completion, reporting and QC/EQR.
View PatrickAccounting & Finance
Sofia
Bookkeeping, reconciliations, close packs, TB review, management accounts and audit/tax support schedules.
View SofiaMalta Tax
Matthew
Income tax, VAT, EC Sales, Intrastat, FSS, tax-risk registers, filing and payment support packs.
View MatthewCSP / Legal / Regulatory
Claire
CSP, MBR, BO, AML/CFT, GDPR, contracts, MFSA/FIAU/IDPC and legal/regulatory drafts.
View ClaireInsurance / Solvency II
Emma
ORSA, QRT, SFCR/RSR, DORA, IRRD, IDD, governance, actuarial evidence and MFSA-facing packs.
View Emma