AI transformation for accounting, consulting and advisory firms
Professionalservices
Native puts AI agents into client intake, document collection, engagement letters and reporting at accounting, consulting and advisory firms.
Where AI has an impact in professional services
Client intake
New client details captured once and entered into practice management, the tax platform and the portal.
Needs lists
Engagement-specific document lists built from your own checklist and organizer.
Document chasing
Requests and follow-ups sent on cadence, with each upload named, checked and filed.
Engagement letters
Letters drafted from the current template, with any changed terms flagged for review.
- Workpaper preparation
- Client status questions
- Proposals and reports
- Client research
Native helps accounting, consulting and advisory firms put AI agents into the non-billable work that eats busy season: client intake, document collection, engagement letters and status questions. Agents prepare and chase, and partners and staff keep every professional judgement. Firms get the first agent live within weeks and return hours to billable work within the first season.
Case study · A regional accounting and advisory firm
An accounting firm took the administration out of busy season.
Native helped a regional accounting and advisory firm put agents on client intake, document collection and engagement letters. Intake takes minutes instead of hours, documents arrive without staff chasing them, and the firm returned about 1,500 staff hours a year to client work.
The challenge
Staff typed each new client into three systems, chased twenty to thirty documents per business engagement by email, and rebuilt hundreds of engagement letters from the previous year's copies. All of it landed in busy season, on top of the billable work.What we built
- An intake agent that captures client details once and fills the practice management system, tax platform and client portal.
- A collection agent that builds each needs list from the firm's organizer, sends the approved request and follows up every few business days.
- A letter agent that drafts each engagement letter from the current template and flags any terms that differ from the firm's standard.
The result
Busy season ran on fewer late nights, files reached preparers complete, and partners stopped finding old clauses in new letters.Frequently asked questions
How are accounting firms using AI?
Mostly on the work around the engagement: client intake, document collection, engagement letters, workpaper preparation and status questions. Preparers and partners keep every professional judgement.
What does an AI transformation partner do for a professional services firm?
An AI transformation partner maps where non-billable time goes, then builds agents that take on that work inside your practice management, tax and document systems. Native's forward-deployed engineers stay until the agents run in production and your staff can run them.
Can AI chase client documents?
Yes. Agents build the request list from your organizer, send it once a person approves, follow up on cadence and file each document as it arrives.
When should a firm start an AI project?
Ideally a few months before busy season, so the first agent is live and tested before volume peaks. A first workflow typically takes weeks.
