Agentic OS for accountancies.
Your team stops chasing receipts and coding transactions, and starts doing the advisory work clients pay premium rates for. Compliance runs in the background on schedule. We build the system on top of your existing software — Exact, Twinfield, whatever you use — and hand you the keys.
The buyer
A compliance-driven firm that wants to grow advisory
4–20 staff serving SMB clients with bookkeeping, VAT, payroll, annual accounts, and tax. Revenue is recurring, predictable, and low-margin; advisory is the higher-margin upside everyone wants but never has time for. Here's where the time goes first.
Document collection
Bookkeeping & categorisation
VAT & compliance returns
Annual accounts
Client queries
No time for advisory
The Agentic OS for an accountancy
A constellation of specialised agents on top of the software you already run, with an accountant reviewing the exceptions rather than processing everything.
The collection agent
The bookkeeping agent
The compliance agent
The accounts agent
The client query agent
The advisory agent
The onboarding agent
What's different about accountancy
The dynamics flip in useful ways — and they shape where the leverage is.
The data is structured
The work is recurring
Advisory is the real story
How the engagement works
Two paid steps. Discovery first; the build is quoted from what discovery surfaces.
Step 1 — Discovery & Blueprint
2–3 weeksWe map the firm's client portfolio — segments, software stack per client, recurring obligations — and identify the 5–10 clients to pilot with: a mix of simple bookkeeping clients and one or two advisory-ready ones. We define the chart-of-accounts conventions and firm-specific rules the agents need to learn.
Deliverable: A blueprint specific to your firm, with a quoted price and timeline for the build. Yours to keep.
Fixed price: €10–15K.
Step 2 — Build & Implementation
quoted after discoveryConnect to your accounting software, bank feeds, document management, and client portal. Ship the collection and bookkeeping agents first — the fastest visible win — then compliance and query agents. Each runs alongside your existing process and gradually takes over as confidence builds. The bigger change is cultural: accountants going from doers to reviewers.
Deliverable: A working Agentic OS. Accountancy carries more integration than real estate and less security ceremony than law — typically the lower-to-mid range of the build band.
Price: €40–120K depending on scope.
Step 3 — Optional retainer
ongoingEspecially valuable here: agents need tuning per tax year, per regulation change, and per new client onboarded.
€4–6K / month.
Ready to map your firm?
A 20-minute discovery call: how your firm operates today, which clients to pilot with, and whether a discovery & blueprint engagement makes sense as a next step.