A standing AI workforce that closes the books, chases fees and turns a fragmented practice stack into one accountable team.
A standing fleet that converts WIP to bills daily, supervises every statutory filing deadline, assembles management-accounts packs and triages the practice inbox — the same Credit Controller, Management Accountant and Compliance archetypes already proven live, only the integrations change.
The work lives in the seams
A practice runs across practice management, a tax-filing engine, ledger software per client, a proposal tool and a forest of Outlook and Excel, so 'which jobs are over budget, which fees are unbilled, which deadlines are slipping' is rebuilt by partners by hand each week.
Your stack today
Real software, wrapped as tools your agents can use — no rip-and-replace. Any system not listed is wrapped to order.
From your systems to your agents
We wrap each system as a clean, named tool at the MCP boundary — so a specialist sees tools, not vendor APIs, and one system breaking never cascades into the rest.
The specialists for professional services
Named agents for this sector — each a transferable function, grounded on a specialist already running live in the fleet.
WIP & Billing Controller
Reads time and WIP ledgers, surfaces jobs past their billing threshold, drafts the fee-note narrative per engagement and chases aged debtors with statutory-interest-aware reminders behind an approval gate.
Modelled on Sarah · Credit Control Specialist (Legacie)
Compliance-Deadline Supervisor
Tracks every client's accounts, Corporation Tax, VAT, self-assessment and Confirmation Statement deadline on a tiered ladder, reconciles against the filing engine and flags anything without a preparer.
Modelled on Henry · Blocks Support Agent (Legacie)
Management-Accounts Preparer
Pulls each client's trial balance, runs the standard reconciliations, drafts variance commentary against budget and prior period and produces the branded monthly pack.
Modelled on Aaron · Management Accountant (Legacie)
Client Onboarding & Proposal Coordinator
Builds the engagement proposal from a scope brief, runs Companies House and AML pre-checks, raises the engagement letter for sign-off and opens matching job and document folders on acceptance.
Modelled on Ruby · Executive Personal Assistant (Legacie)
Advisory Research Analyst
Fuses client financials with market and Companies House data into a board-grade advisory deck — benchmarking, scenario tables and a defensible source trail.
Modelled on Georgia · Business Intelligence (WH Scott)
Practice Inbox Concierge
Triages the shared practice mailbox, classifies each message against the right client and job, drafts replies in the firm's voice and routes anything needing judgement to the right partner.
Modelled on Ruby · Executive Personal Assistant (Legacie)
What the fleet does
A governed specialist for each job — each allowed exactly one role, each gated, attributed and audited. We never put judgement and a send button in the same box.
WIP-to-bill recovery
Credit ControllerReads time and WIP ledgers, surfaces jobs past their billing threshold or write-off risk, drafts the fee note narrative per engagement and chases aged debtors with statutory-interest-aware reminders.
Outcome. Unbilled WIP and aged fees are worked every day instead of at quarter-end, with every external chase passing an approval gate.
Compliance-deadline supervisor
Compliance ManagerTracks every client's accounts filing, Corporation Tax, VAT, self-assessment and Confirmation Statement deadline on a tiered ladder, reconciles status against the filing engine and flags anything without an assigned preparer.
Outcome. No statutory deadline slips silently; partners get a single truthful list of what is at risk and who owns it.
Client onboarding and proposal desk
Executive AssistantBuilds the engagement proposal from a scope brief, runs Companies House and AML pre-checks, raises the engagement letter for sign-off and opens the matching job and document folders on acceptance.
Outcome. New clients move from enquiry to live engagement without a partner assembling the paperwork by hand.
Management-accounts pack assembly
Management AccountantPulls each client's trial balance, runs the standard reconciliations, drafts variance commentary against budget and prior period and produces the branded monthly pack.
Outcome. Recurring management-accounts clients get a consistent, on-time pack with the routine reconciliation work already done.
Advisory research and deck builder
Business AnalystFuses client financials with market and Companies House data into a board-grade advisory deck — benchmarking, scenario tables and a defensible source trail.
Outcome. Advisory output is produced from the firm's own data and live sources rather than rebuilt slide by slide.
Practice inbox triage
Support ConciergeTriages the shared practice mailbox, classifies each message against the right client and job, drafts replies in the firm's voice and routes anything needing judgement to the right partner.
Outcome. The shared inbox is sorted and largely drafted before the team logs in, with hostile or ambiguous mail held for a human.
No client named here — only what we’d build
Capability-framed: the same fleet that runs management accounts and daily credit control live for Legacie (a 3,300-unit property group) across MRI, Xero-class ledgers and Microsoft 365 maps directly onto a practice's WIP, fee and compliance stack — the archetypes (Credit Controller, Management Accountant, Compliance Manager) are already proven, only the integrations change.
Every agent above is grounded on a specialist already running live in the fleet — the same patterns, wrapped onto your systems.
Give us a job description. You get a tested agent.
Brief it like you would a new hire. We build it, test it against your reality until the evals are green, ship it in 14 days — then keep adding features so your agents always stay ahead.
- Role
- WIP & Billing Controller
- Owns
- Reads time and WIP ledgers
- Good looks like
- Its one job done every day, to a standard we test before it ships.
- Never
- Send or commit anything external without a human approval.
- 1Build
Systems wrapped as MCP tools. One job, one gate.
- 2Test
Golden traces + shadow mode behind a reply whitelist.
- 3Ship
Live on your channels in 14 days — governed and audited.
- 4Iterate
Monthly evals + new features, so it stays ahead.
Sarah
WIP & Billing Controller
- Golden traces passing
- Approval gate on every external send
- Attributed + audited
“An agent you cannot test is not a product. It is a rumour with API access.”
See how we workPut your professional services operation on autopilot
Start with a £2,500 AI Readiness Audit on your stack — a ranked map of where the integration tax costs you most, fully credited against any engagement.