Technical Accounting Research Agent
Answers accounting and auditing questions from the standards and firm guidance, and drafts the memo with citations.
The challenge
A lease modification or a revenue contract with unusual terms sends a senior into the standards for half a day. The firm has often answered the same question before, on another engagement, in a memo nobody can find.
What the agent does
- Establishes the facts by reading the contract or transaction documents.
- Searches the relevant framework, firm guidance and the firm’s earlier memos on similar facts.
- Sets out the analysis step by step with paragraph references and notes where the standards allow a choice.
- Drafts a technical memo in the firm’s format, with alternative views considered.
Your people stay in control
The memo is a draft for a qualified reviewer. Positions that depart from firm guidance go to the technical partner.
Works with
- Standards libraries
- Firm guidance and memo archive
- Document management
How we measure success
- Research hours per question
- Citation accuracy on a test set
- Reuse of earlier firm memos
Kind of work
Research and review. The agent reads large volumes of documents and answers questions, showing the source for every point.
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Want this working in your firm?
We can show it working on real examples from your business before you commit to a full build.