Getting the full picture from clients shouldn't take weeks of back-and-forth.
Static forms miss things. AI agents that ask the right questions, drill into the answers, and capture everything your team needs — in one conversation.
Try the demo belowNew Client Intake — AML Assessment
How AI Fits Your Workflow
Your process, with AI handling the volume.
AI agents handle the high-volume, rule-based stages. Your team keeps control of judgement calls and client relationships.
Live AI Demo
See the agent work.
Paste your own data or use the sample below. Real AI, real-time streaming.
Processing at Scale
Every Client File. Classified, extracted, verified.
Documents flow through in batch. The agent classifies line items, extracts values, and flags anything below confidence threshold for your team to review — before it leaves the system.
You just saw what 1-2 weeks could build.
"Accounting firms spend 60% of their time on compliance and data gathering — work that follows rules, not judgement. That's exactly where AI agents belong."
— ProcessOS Strategic Thesis
Admin Reduction
Client Capacity
Missed Obligations
What Your Team Will Use
This is what your accountants will work with. Every day.
AI agents handle the volume. Your team reviews flagged items, approves outputs, and corrects edge cases — through a purpose-built interface that gets smarter with every interaction. Every output carries a confidence score. Anything below threshold goes to human review before it leaves the system.
From one process to a full operating system. Here’s how.
15 Minutes
Step 1 — Discover
Our guided discovery process identifies the single highest-value process to automate in your Accounting practice — and produces a detailed Process Spec.
The spec is yours to keep. No commitment required.
1–2 Weeks
Step 2 — Build
We build AI agents that automate client onboarding (with AML/CFT compliance), end-of-year questionnaires, accounts review document preparation, and tax advisory triage — using your firm's actual engagement templates, compliance checklists, and tax knowledge. At Day 30, your team has agents that handle the intake-to-return pipeline, so accountants spend their time on advisory, not data entry.
You own the process IP from day one.
Ongoing
Step 3 — Expand
Once the first agent is delivering value, we add more processes and chain them into workflows. Each agent compounds the time savings for your team.
Add processes at your own pace. No minimum commitment.
Your Choice
Step 4 — Own
You own the process IP you commission. Choose to license your agents to other Accounting firms for a 60/40 revenue share — or keep them private.
Partnership is earned, not required. As agents accumulate, strategic partnership becomes an option.
Your Agents, Your IP
Every agent you commission belongs to you. License to other firms for revenue share, or keep it private.
Trusted by teams that scale.
We partner with our clients for meaningful impact.
When you run your own business, you need partners who get that every decision matters. LaunchPath feels like an extension of my business, not an outside firm. They brought ideas I wouldn't have found on my own and followed through on every one of them.
What impressed me most was how quickly they got up to speed on our operations. The team proposed solutions we hadn't considered and then delivered them on time. That kind of technical depth combined with commercial awareness is hard to find.
We needed a partner who could work across both sides of our business. LaunchPath did exactly that. They stayed engaged well beyond the initial scope because they wanted to see it working properly, not just technically finished.
Built by Operators.
ProcessOS builds the AI agents that professional services firms will run on — backed by River Group, a specialist technology partner with 20+ years of enterprise delivery.
Why us?
- 20+ years in industrial scale-up
- Proprietary LLM infrastructure
- Commercial-first mindset
Is your firm ready for AI agents?
Have a quick chat with our AI — it'll assess your automation readiness and recommend where to start.
Takes about 2 minutes. No login required.
Ready to define how AI works in your practice?
We're actively working with accounting firms. Start with a 15-minute discovery call.
Select a time
Sync with ProcessOS Team