Does this replace our practice or bookkeeping software?

No. The agents work inside the practice management and document systems you already run, and in each client's bookkeeping through the access your firm already has. The AI Sprint lists which packages your clients use and what each needs before agents can work in it.

Can an agent file a return or take on a client?

Not by design. Agents prepare; an accountant approves every return, every file and every new client before it counts. The gate is built in, so nobody can switch it off by mistake.

How do you handle client data?

Client data stays in your systems under your access rules; the agents read and write there, and every action on a client file is logged. Which models may see which data is a design decision the AI Sprint makes explicit rather than a default.

What about our anti-money laundering duties, such as the Wwft?

The duties stay with the firm, and so does the decision to take on a client. The agents prepare the checks against the sources your firm chose, and the audit trail shows which sources each check used, what was found and who decided. That record is what a supervisor asks for.

Which workflow should we start with?

Usually document requests, because they come back every quarter and every file waits on them. The AI Sprint confirms whether that holds for your firm or whether onboarding or the year-end files come first.

What do we own at the end?

The system, its documentation, its rules and templates, and the runbooks. We hand it over so the firm runs it without us.

A pale stone seahorse with an indigo snout, an indigo fin and fine indigo circuit lines on its body stands on an oak desk in an accountancy office and holds a client file with its curled tail. Fine indigo lines run into the disc under it from the ring binders on the shelves and the stack of documents on the desk. Its tail curls around a terracotta disc with a white check: a person's sign-off.

Who it's for

Accountancy, tax and administration offices

Agents on the accountancy systems you already run.

We make your practice management, bookkeeping and document systems fit to carry agents, then put agents on client document requests, onboarding and AML checks, and year-end and VAT files, with an accountant at every decision that reaches a client or the tax authorities.

Start with one workflow in a week

One week. One accountancy workflow. A working example on your own client files.

Praxeum puts AI agents on top of the systems accountancy, tax and administration offices already run. First we fix what stops the practice, bookkeeping and document systems from carrying agents, then agents take over client document requests, onboarding and due diligence, and year-end and VAT files, with an accountant signing off, every action logged, and the firm owning it.

Workflows we build for accountancy, tax and administration offices.

By department, with where most offices start.

The agent does it, on record
A person decides
What the agent knows: your company memory

Client intake and files
Where most firms start
1. The quarter's file opens
2. The agent does it, on record: What each client still owes, listed
3. The agent does it, on record: Chased in wording you approved
4. A person decides: The accountant approves each request
5. File complete, on record
With company memory Knows what each client owes for the year-end, and which clients need a second reminder.
Also: Onboarding and AML checks
Finance and administration
1. Year-end comes round
2. The agent does it, on record: Books reconciled with the bank
3. The agent does it, on record: Checked against last year
4. The agent does it, on record: Corrections proposed, return drafted
5. A person decides: The accountant signs the return
6. Filed, on record
With company memory Knows which clients' bookings your accountants always check twice, and why.
Also: Bookings checked, Purchase invoices
Compliance and risk files
1. A review date comes up
2. The agent does it, on record: The client file due is found
3. The agent does it, on record: Checks run again, changes listed
4. A person decides: The accountant rates the risk
5. File refreshed, on record
With company memory Knows when your office asks a client for more on its owners, and who decided that.
Time and billing
1. The month ends
2. The agent does it, on record: Hours checked against the engagement
3. The agent does it, on record: Client invoice drafted
4. A person decides: The accountant approves the invoice
5. Sent, on record
With company memory Knows which engagements run on a fixed fee, and which partner agreed to each write-off.
Also: Unbilled work review

Where the work stalls in accountancy.

Not adopted
The bookkeeping software came with AI features, and staff still check every booking by hand, because nobody built the features into how the firm prepares a file.
Chasing documents
Every quarter and every year-end starts with emails to clients for bank statements, invoices and signatures, and the file waits for the slowest reply.
Checks by hand
Client due diligence runs on a checklist and a shared drive: identity, owners and sanctions checked by hand, and the evidence hard to find when a supervisor asks.
Cost grows with clients
Every new group of clients means another assistant for the peak, so cost grows as fast as the client base.

Three workflows that are usually the first candidates.

Examples to start your own list from, each run by agents that work alongside your team as co-workers. The AI Sprint finds the ones that fit your operation.

Document requests

Today: Before every VAT return and every year-end, an assistant works out what each client still has to send, emails the list, tracks the replies in a spreadsheet and chases again.
Agents take over: Agents read the client's bookkeeping and last period's file, list what is missing, prepare the request in the firm's tone, and match what comes back to the list.
A person decides: The client's accountant approves each request list before it goes out, and decides when a late client is escalated or the work is paused.
The audit trail records: What was asked, when, what came back and who approved each request are recorded per client and per period.
Your team owns: The request lists, the tone and the chase schedule are settings the client teams own.

Client onboarding and due diligence

Today: A new client signs, an assistant collects passports and company register extracts by email, someone checks the owners and the sanctions lists by hand, and the engagement waits.
Agents take over: Agents collect the identity and company documents, check owners, sanctions and politically exposed persons against the sources the firm chose, draft the risk assessment and the engagement letter, and open the client file.
A person decides: An accountant approves the risk assessment before the engagement starts; a higher risk or a possible match always goes to the compliance officer.
The audit trail records: The documents, the sources checked, the result, who approved it and when are recorded per client.
Your team owns: The acceptance rules, the risk criteria and the letter templates are the firm's own, in the practice system.

Year-end and VAT files

Today: Staff export the client's bookkeeping, check the bookings against the bank and last year, correct what is wrong and build the file by hand, one client after another.
Agents take over: Agents reconcile the bookkeeping with the bank and last year's figures, propose corrections with the reason for each, and draft the VAT return or the year-end file in the firm's working papers.
A person decides: An accountant reviews every proposed correction and approves the return or the file; nothing is filed or sent to a client without that approval.
The audit trail records: Every correction, its reason, its source document and the approval are recorded per client and per period.
Your team owns: The checklists, the review thresholds and the working-paper templates are the firm's own.

What your agents need to know in accountancy and tax.

How each client's bookkeeping really works, including the corrections your team makes every year without writing them down.
What makes a client higher risk at your firm, from the acceptance decisions your partners and compliance officer made before.
Which clients send their documents late, and how each accountant chases them without straining the relationship.

Where accountancy firms usually start.

Document requests, for most firms. They come back every quarter and every year-end, the lists of what each client must send already exist, and the judgment line is clear: the accountant approves what a client is asked. It is also the step every file waits on, so the difference shows in the next peak.

How it would go

01The AI Sprint maps the current request run with the assistants and accountants who do it today, and reads what in your practice management system, client portal and bookkeeping software must change before agents can carry it.
02The working example drafts the requests for one VAT quarter of real clients, nothing sent.
03The build adds the approval gate, the chase schedule, the audit trail per client, and the handover to the client teams.
04Onboarding and the year-end and VAT files follow once the requests run.

The governed layer in accountancy.

Where an accountant signs off

Every decision to take on a client, every request a client receives, every correction to a client's figures, and every return and file that leaves the firm. Agents prepare, accountants commit.

What the audit trail records

The sources behind every client check, what was asked of whom and when, every correction with its reason and source document, and who approved what. Enough to answer a client, the tax authorities or a supervisor.

What the firm owns

The acceptance rules, the checklists, the templates and the runbooks, in the practice and bookkeeping systems you already run. When a checklist changes, the firm changes it.

Start with one accountancy workflow.

One week, fixed scope. You leave with a working example of one workflow on your own client files, a read of your practice management, bookkeeping and document systems, and a plan for what to build next.