Specialist AI Agents for Professional Services Firms

Professional service teams are under pressure to deliver faster, cleaner and better-evidenced work. Our five specialist AI agents prepare structured workpacks while professionals retain final judgement, approval and sign-off.

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Built for the Firms under the most pressure.

Start small. Validate value. Scale.

Audit Firms

Use for: planning, risk assessment, PBC, workpapers, evidence registers, completion, management letters.

Agents: Patrick + Sofia + Matthew

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Accounting Firms

Use for: bookkeeping clean-up, reconciliations, TB review, close packs, management accounts, audit support.

Agents: Sofia

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Tax advisers

Use for: VAT schedules, tax computations, FSS support, compliance calendars, tax authority queries.

Agents: Matthew

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CSPs and legal Firms

Use for: client onboarding, BO evidence, AML/CFT, MBR packs, contracts, GDPR and regulator drafts.

Agents: Claire

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Insurance Firms and advisers

Use for: ORSA, QRT, SFCR/RSR, DORA, IDD, governance, actuarial evidence, MFSA response packs.

Agents: Emma

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SMEs and finance teams

Use for: bookkeeping support, reporting packs, management accounts, tax readiness and audit evidence.

Agents: Sofia + Matthew

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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.

Specialist professional AI agents

1.08m

Professional hours released yearly at 30% deployment

€38m

Productive capacity in professional services.

From €100

per outsourced engagement.

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 Patrick

Accounting & Finance

Sofia

Bookkeeping, reconciliations, close packs, TB review, management accounts and audit/tax support schedules.

View Sofia

Malta Tax

Matthew

Income tax, VAT, EC Sales, Intrastat, FSS, tax-risk registers, filing and payment support packs.

View Matthew

CSP / Legal / Regulatory

Claire

CSP, MBR, BO, AML/CFT, GDPR, contracts, MFSA/FIAU/IDPC and legal/regulatory drafts.

View Claire

Insurance / Solvency II

Emma

ORSA, QRT, SFCR/RSR, DORA, IRRD, IDD, governance, actuarial evidence and MFSA-facing packs.

View Emma

Book a pilot call or message IKANISA.

Contact on WhatsApp Book a pilot call