Firm Systems Hub
Connects engagement, practice, document and billing systems so people and agents can work across all of them.
The challenge
A typical firm runs separate tools for engagements, time, documents, requests and staffing, none of which share an identifier for a client. Groups that bring several firms together inherit one such set per firm.
What the agent does
- Connects to each system through its API, export or, where neither exists, supervised screen automation.
- Matches clients, engagements and staff across systems, so each appears once.
- Keeps one shared set of data, where each person sees only what the firm’s confidentiality rules allow.
- Makes that data available to agents and to reports in a standard way.
Your people stay in control
Access follows each firm’s existing permissions. Data from separate firms stays logically separate unless a sharing rule is agreed.
Works with
- Engagement software
- Practice management
- Document management
- Staffing tools
- Request portals
- Ledgers
How we measure success
- Systems connected
- Records matched across systems
- Time to onboard a new firm
- Reports produced without manual exports
Kind of work
Coordination across teams. A lead agent splits a large job between specialist agents and brings their work together.
More in Accounting & Audit
PBC Request and Evidence AgentBuilds the request list, chases the client, and checks each document received against what was asked for.Month-End Close AgentRuns reconciliations, accruals and variance commentary for client accounting teams, and tracks the close to finish.Client Data Normalisation AgentTurns messy trial balances, ledgers and exports into clean financial data mapped to the firm’s own leadsheets.Workpaper Preparation AgentRolls forward last year’s file and prepares leadsheets, reconciliations and tie-outs for the associate to complete.
Want this working in your firm?
We can show it working on real examples from your business before you commit to a full build.