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Omni Studio for finance and professional services

Keep every client, engagement, and deadline on track

AI employees handle intake, documents, deadlines, and billing. Anything that sends or changes waits for your approval.

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Sample job

AI employee Sam

Compliance and checks Waiting for you

Works in: Finance
  1. Today

  2. You

    Which engagement letters are unsigned and what is due this week?

  3. AI employee Sam is working on a task Compliance and checks

    AI employee Sam is waiting for you

    Step 5 of 5
  4. AI employee Sam, Compliance and checks

    Approve reminder to 4 clients

    Why
    Four engagement letters are unsigned, and two of those clients have a filing due this week.
    If approved
    Each client gets one polite email asking them to sign, and it is logged on their engagement.

    Hi Reyes Landscaping team, a quick reminder that your engagement letter is still waiting for your signature. Your quarterly filing is due Friday, and we can start as soon as it is signed. Thank you, Dana at Linden & Cole Accounting

    Nothing is sent until you approve.

  • Engagements

    Track every client, service and engagement from intake to completion.

  • Secure onboarding

    Collect documents and consent, and get new clients ready.

  • Receivables

    Create invoices, track payments, and draft follow-ups for approval.

  • Review and sign-off

    Get documents ready for review and approval, with every decision on record.

What AI employees do for accounting and advisory firms

Each card is one job: the AI employee who prepares it, the draft, and what stays with you.

  1. April 10

    Still chasing a client's W-2s and 1099s

    AI employee Mia and AI employee OliviaNew client onboarding chase
    1. Engagement signed: the Patel household
    2. Hi Raj, we still need your 1099-B and last year's return.
    3. Send the document requestEditApprove

    Still yours: Every request, before it goes out

  2. Sept. 15

    Clients forget the estimated tax payment

    AI employee SamFiling deadline reminders
    1. 22 clients owe a payment by Sept. 15
    2. Your third-quarter estimated payment is due Sept. 15.
    3. Send 22 remindersEditApprove

    Still yours: Every reminder, and the amounts

  3. Day 3

    Bank lines that do not match the books

    AI employee NoraMonth-end exceptions
    1. Matched 412 of 431 bank lines
    2. 19 lines need a person
    3. Accept the suggested matchesEditReview

    Still yours: Every match and every entry

  4. 45 days

    Your own invoices go unpaid

    AI employee NoraOverdue invoice reminders
    1. 5 invoices are over 30 days late
    2. Hi Tom, invoice #1042 for $1,250 is past due. Pay here.
    3. Send 5 remindersEditApprove

    Still yours: Every reminder, before it goes out

  5. Once a year

    Referral partners rarely hear from you

    AI employee ReggieReferral partner check-in
    1. 3 partners sent clients this quarter
    2. Thanks for sending the Okafor family our way, Linda.
    3. Send 3 thank-you notesEditApprove

    Still yours: Every note, before it goes out

  6. One quote

    A client quote on your site needs an SEC disclosure

    AI employee SamTestimonial rule check
    1. New testimonial on the homepage draft
    2. This quote needs the paid or unpaid statement the rule asks for.
    3. Add the required statementEditReview

    Still yours: What gets published

How it works

  1. 01

    We set up one job and connect your tools

    On a 20 minute call, we pick the job that costs you the most time. We bring in your client records from a spreadsheet and connect Gmail, Google Calendar, and QuickBooks.

  2. 02

    Your AI employees read records and prepare drafts

    AI employee Mia and AI employee Olivia chase missing client documents, AI employee Sam drafts filing deadline reminders, and AI employee Nora matches bank lines to the books. Each draft shows the source record and the proposed action.

  3. 03

    You review and approve before anything goes out

    You check each draft on your phone or desktop, edit a word if needed, and tap approve. Every decision is logged.

What runs alone and what waits for you

Does on its own

Reads and prepares. Nothing leaves the firm.

  • Reads engagement letters, client files, and deadlines
  • Drafts reminders, letters, and fee quotes for review
  • Flags what is unsigned, missing, or due this week
  • Prepares the weekly briefing and the close checklist

Waits for your approval

Anything that sends, spends, signs, or changes.

  • Sends a reminder or any message to a client
  • Sends an engagement letter or a fee quote
  • Sends an invoice, or changes a payment plan or balance
  • Posts or changes an entry in the books

Never does

Limits for finance.

  • Give regulated financial advice
  • Make an eligibility decision
  • Ask clients for account secrets by voice
  • Sign, file, certify, or charge on its own

Sensitive actions wait for your approval by default. You choose what, if anything, may run on its own.

Always needs a partner sign-off

  • Replies to IRS notices
  • Drafts or changes to a tax return or financial statement
  • Changes to an engagement letter or its fees
  • Any movement on a client trust account
  • Payment plans and write-downs
  • Responses to a complaint or a negative review
  • Changes to the security plan, or a new AI vendor

See one job from start to finish

Every action is logged, and sending waits for your approval. We scope regulated work case by case, and your business stays responsible for its own compliance. See how we test it on Security

Questions accounting and advisory firms ask

Does the AI give tax or financial advice?

No. AI employees read records and prepare drafts, and are built not to give regulated financial advice or make eligibility decisions. Your CPA reviews tax, financial, and advisory drafts, and your firm stays responsible for its professional judgment.

Can it sign engagement letters or file for us?

No. It drafts engagement letters and fee quotes for partner sign-off, and sending waits for your approval. It is built not to sign, file or certify for you. E-signature is available, and signing stays with the people who sign today.

Will it change our books?

Not on its own. It suggests bank-to-ledger matches and sorts close exceptions, and posting or changing a balance waits for your approval. We connect your QuickBooks account for your accounting workflow, and the Accounting Control Tower is a separate module the Omni team switches on.

Does it screen clients for identity or sanctions?

We connect your identity and sanctions screening provider during setup. A person reviews the screening results and decides whether to clear a client. Onboarding collects documents and consent and flags what is missing, but does not clear a client.

Where does client data live, and who can see it?

Each business's data is logically separated from other businesses' data and protected by role-based access. Connections use HTTPS, and the credentials you connect and the backups are encrypted. Our in-house security team runs penetration and prompt injection tests on staging before anything goes live. We claim no certification today. Read the security page.

Is the Finance workspace available now?

Book a 20-minute call to discuss your firm. Tell us what your firm needs and we will say what is ready.

Can AI employees handle client requests?

They read each request, prepare the reply or document, and wait for partner or manager approval. Reminders, billing follow-up and due dates work the same way.

One new client, from the checklist to the first invoice, across four AI employees. Read the story

Use cases for finance

More from the journalBrowse all use cases

AI employee MiaAI employee HankAI employee CodyAI employee ReggieAI employee NoraAI employee OliviaAI employee Sam

Book a 20-minute call

Show us the front desk or back office job that eats up your week, and we will tell you what AI employee Mia and the team can prepare for your approval and what it will cost in writing.

Book a 20-minute call