Stop Drowning in Client Advisory Details
Instantly generate tailored advice on compensation, benefits, systems, and tax plans for your clients—no manual research required.
Every client request means digging through regulations, running calculations, and drafting custom recommendations. It’s tedious, error-prone, and eats into your billable hours.
The hidden cost
What this is really costing you
Advising clients on compensation, benefits, system design, or long-range tax planning demands hours of research and documentation. Each scenario requires you to interpret complex rules and create detailed, personalized recommendations. The workload adds up fast, leaving less time for high-value strategic work.
Time wasted
1.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,610/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Manual work increases the risk of missed details, slower turnaround, and less time for client relationships or firm growth.
Return on investment
The math speaks for itself
Today — without agent
1.8 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,030/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Compensation Benchmarking
You ask your agent to compare your client’s executive compensation to industry standards and summarize key findings.
Benefits Plan Evaluation
You ask your agent to review a proposed employee health care plan and highlight compliance risks.
System Upgrade Proposal
You ask your agent to outline the steps for migrating a client’s accounting system to a new platform.
Estate Planning Options
You ask your agent to list tax-efficient estate planning strategies for a high-net-worth client.
How to hire your agent
Connect your tools
Link your accounting, tax, and document management tools so the agent can access relevant client data.
Tell your agent what you need
Type: 'Summarize the best long-range tax planning options for my client, including pros, cons, and estimated tax impacts.'
Agent gets it done
The agent delivers a clear, actionable advisory memo ready to share with your client.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Compensation Package Analysis
Quickly reviews and summarizes optimal compensation structures based on client needs and current regulations.
Employee Benefits Recommendations
Drafts tailored employee health care benefit suggestions with compliance notes.
System Design Guidance
Provides step-by-step recommendations for accounting or data processing system improvements.
Tax & Estate Plan Summaries
Generates long-range tax or estate planning options with clear pros and cons.
Custom Client Memos
Prepares ready-to-send advisory memos for your clients, formatted to your standards.
AI Agent FAQ
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