IND // Industry · Accounting Firms

AI systems for accounting and advisory firms.

Compliance, tax and advisory practices — document AI, client onboarding, workflow automation and advisory productivity.

Where firms in this vertical hurt

The specific reality of running this business.

Compliance work is a margin trap

Year-end and tax returns are commoditising. The firms that survive move up the value chain — or automate the base.

Onboarding a new client takes a week

Engagement letters, AML checks, records requests — done manually, every time.

The advisory conversation never happens

Partners want to sell advisory. Managers are stuck on compliance. The trigger to have the conversation is missing.

Financial Intelligence — for this vertical

Document AI, sanctions / PEP screening, source-of-funds analysis and adaptive onboarding by jurisdiction and product.

Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your data.

MiFID II, ASIC, FCA and CySEC reporting automation, communications surveillance and trade reconstruction.

CFO / COO command centre — deposits, withdrawals, LTV, CAC and cohort P&L in one live view.

MT4 / MT5, cTrader, PrimeXM, Centroid, oneZero, CRM, PSP and ledger unification into a single data platform.

AI monitoring for chargeback fraud, bonus abuse, IB collusion and transaction-monitoring for AML across jurisdictions.

Customer Journey CRM — for this vertical

Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.

30 / 60 / 90-day inactivity re-engagement, drawdown empathy flows, win-back offers and reactivation journeys.

Tiering by volume and equity, dedicated relationship-manager triggers, event and hospitality journeys for whales.

Email, SMS, WhatsApp, in-app, push and adviser-call task — one orchestration layer across every touchpoint.

Trustpilot orchestration, referral engines and community / Telegram automation for brokerage growth loops.

Predictive LTV, churn risk, next-best-action and look-alike modelling driven from your live customer graph.

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