Advisory Opportunity Agent
Reads client data the firm already holds to find advisory needs, and prepares the partner for the conversation.
The challenge
Compliance work shows a firm exactly where a client is struggling: tightening cash, a covenant close to breach, a group structure that has outgrown its tax planning. Those observations rarely travel beyond the engagement team.
What the agent does
- Analyses each client’s financial data and engagement findings for indicators the firm has defined.
- Matches indicators to services the firm offers and to independence rules on what may be provided.
- Prepares a short brief for the relationship partner with the evidence behind each suggestion.
- Tracks which conversations happened and what came of them.
Your people stay in control
Independence rules filter suggestions before a partner sees them. Client data is used only within the terms of engagement.
Works with
- Engagement software
- CRM
- Practice management
- Client ledgers
How we measure success
- Opportunities raised per partner
- Conversations held
- Advisory fees from existing clients
Kind of work
Analysis and planning. The agent analyses your data, explains what it shows and sets out the options.
More in Accounting & Audit
Journal Entry Testing AgentAnalyses the full population of journals against risk criteria and explains why each flagged entry stands out.Engagement Scheduling AgentSchedules staff against real engagement readiness, not the calendar, so teams start when the evidence is in.Client Data Normalisation AgentTurns messy trial balances, ledgers and exports into clean financial data mapped to the firm’s own leadsheets.PBC Request and Evidence AgentBuilds the request list, chases the client, and checks each document received against what was asked for.
Want this working in your firm?
We can show it working on real examples from your business before you commit to a full build.