Professional ServicesMore time for judgement, less for processing.

Firms whose product is other people's back office: accounting, payroll and compliance work run at volume for a portfolio of clients.

A partner and a client reviewing documents in a townhouse office
Grey: client onboarding today. Lime: the step we take the wait out of. Proportions illustrative.
97%of documents need no correctionAI Invoice Processing Automation

What is changing in Professional Services

The pressures we hear from leadership teams in this sector, and the ones the work below answers.

  • Utilisation is the business model

    Every hour spent processing documents is an hour not billed.

  • Clients expect digital onboarding

    KYC, engagement letters and document collection are the first impression.

  • Compliance duties keep growing

    AML and regulatory checks add work to every new client and every year-end.

  • Clients will not pay for routine

    Clients know software can do routine work and expect fees to reflect it.

How we help in Professional Services

The capabilities behind our work here. Open one to see what you get, how to start and the result it moved.

Idempotency, replay, dead-letter handling and monitoring. The difference between an integration that runs for five years and one that needs a person watching it.

Ways to start

Fixed-scope first steps with a fixed length and something you keep, whether or not you continue.

  • Start here

    Automation Discovery Sprint

    Four weeks. We measure what your process costs today and hand back a ranked backlog, including the candidates we tell you not to automate.

    Duration
    4 weeks
    What you keep
    The backlog and the maps are yours whether or not you continue with us.
  • Start here

    AI Readiness Assessment

    Three weeks to separate the processes where AI changes the economics from the ones where it is an expensive way to run a rule.

    Duration
    3 weeks
    What you keep
    You leave with a defensible position for the board, built or not.
  • Pilot

    Agent Pilot: one process to production

    Six weeks, one process, an agent that actually goes live behind guardrails, with the evaluation harness to prove it works.

    Duration
    6 weeks
    What you keep
    The harness and the runbook stay with your team.

Bars drawn to scale: one block is one week.

Our view

An accounting firm carries the same process a hundred times over, once per client company, with a different portal, chart of accounts and filing convention each time. The work is deadline-driven, the tolerance for error is low, and the constraint is almost always the few people who hold the credentials. That shape rewards automation more than most sectors do, and punishes it harder when it is built without an audit trail.

Bring us one process in Professional Services. We will tell you what it would take.

Not a proposal: a straight read on whether it is worth changing, what it costs and where it usually goes wrong in this sector.

Talk to a partner