AI agent teams for every practice
Pre-built agent packs for finance and consulting — or build your own from the registry. Deploy in minutes, run on your machine, scale without hiring.
Choose your practice
Domain-specific AI teams, not generic chatbots. Each pack understands the language, workflows, and standards of your industry.
Finance Firms
20 agentsMulti-person controllership, accounting, and advisory teams. Deploy agent packs across GL, AP/AR, close, reporting, and compliance.
See Controllership PackSolo Finance Pros
4–20 agentsFractional CFOs, solo bookkeepers, and independent accountants. Your AI team handles the volume so you can handle the clients.
See Controllership PackConsulting Firms
13 agentsStrategy, operations, and management consultants. Deploy agents for research, deliverable generation, client reporting, and knowledge management.
See Consultant PackSolo Consultants
5–13 agentsIndependent advisors and fractional executives. Punch above your weight — AI agents handle research, writing, and analysis while you focus on client relationships.
See Consultant PackWhat agents actually do
Real workflows, not demos. Each use case maps to agents you can deploy today.
Month-End Close
Close checklist automation, flux analysis with AI commentary, accrual identification. Day 3 instead of day 10.
Reconciliation
Bank rec, subledger matching, balance sheet substantiation. Continuous, not batch.
Financial Reporting
Automated financial packages, real-time statements, AI-drafted footnotes and disclosures.
Compliance & Controls
SOX walkthrough automation, PBC fulfillment, exception tracking, policy monitoring.
Client Deliverables
Research synthesis, report generation, presentation assembly. Consistent quality, every time.
Research & Analysis
Market research, competitive analysis, industry deep-dives. Agents with persistent memory build on prior work.
Proposal Writing
Scope definition, pricing, case study selection, executive summaries. From brief to deliverable in hours.
Client Onboarding
Document collection, intake forms, kick-off prep, stakeholder mapping. Systematic, not ad-hoc.
Ready to deploy?
Start with a free pack or book a consultation to map your highest-impact automations.