Managed Agent Operations for AccountingManaged Agent Operations for Accounting
The 24/7 Junior Associatefor Accounting Firms
Your agent drafts engagement letters, chases records, and prepares files in under 2 minutes. You approve before anything reaches clients. Every action is logged for compliance.
Built for Regulated Firms
ICAEW-ready audit trail
100% approval before send
Partner-controlled
Agentised Operator Console · Hartley Demo
Live
Morning scan + AR triage
Scan
Agent: Run the 07:03 morning scan across inbox, Xero overdue, and compliance deadlines. Surface one partner-critical action.
The Agent drafts the work and queues it. You review, edit if needed, and click approve. 90% of the effort is gone; you just provide the final judgment.
Audit Trail
Every decision is timestamped and logged for regulators. We provide a full decision history so you can demonstrate 'Human-in-the-Loop' compliance to the SRA or ICAEW.
Your Rules
We configure the Agent with your specific templates, tone, and escalation protocols. It doesn't just 'write'; it writes like you.
Zero-Training
Your data remains legally yours. We run on zero-retention infrastructure, ensuring your client secrets are never stored or used to train public AI models.
Supervised
Operator Context Layer
From inbox signal to partner-approved draft in under 2 minutes.
Your agent pulls the client thread, checks Xero, finds the supporting file, and drafts the response for review. You approve or edit before anything is sent. Every action is logged for ICAEW-ready audit trail.
"The agent does the prep. The partner makes the decision."
We don't guess. Before deployment, we run a 5-day forensic audit of your workflows to identify exactly where billable time is leaking—and guarantee the Agent can plug it.
02
Resolves Ambiguity
When context is missing, standard automations break. Our Agent detects ambiguity, pauses, and proposes the most likely next step for your approval. It doesn't fail; it asks.
03
Yield Optimization
We don't just keep the lights on. We analyze the Agent's performance monthly to identify new tasks it can absorb. Your digital workforce gets smarter—and more profitable—every single month.
04
SRA & GDPR Compliant
Encryption is standard. We go further. Our architecture is built specifically for the UK regulatory environment—ensuring client privilege is never compromised by data retention or public model training.
Everything you need to know about working with Agentised and our managed AI operations.
Supervised autonomy means our AI agents handle routine, time-consuming tasks autonomously while humans retain approval authority for anything client-facing or high-stakes. Agents draft, research, and prepare—professionals review, refine, and approve. You set the boundaries; we work within them.
We're built for UK professional services from the ground up. Our platform includes SRA compliance guardrails, ICAEW-aligned audit trails, and full GDPR data handling. Every agent action is logged, reviewable, and designed to meet regulatory requirements before deployment.
Beyond the technology, you get a dedicated team: onboarding specialists who configure agents for your workflows, ongoing optimization to improve accuracy over time, 24/7 monitoring, and direct support. We're not just software—we're operational partners invested in your success.
Most firms see their first agents deployed within 2-4 weeks. We start with high-impact, lower-risk workflows to build confidence and demonstrate ROI quickly. Full platform deployment across departments typically completes within 8-12 weeks.
Every agent output goes through human approval before reaching clients. When errors are caught, they become training data that improves accuracy. Our system learns from your corrections, getting smarter over time while ensuring mistakes never slip through to clients.
Yes. We integrate with leading practice management systems, document management platforms, and email systems. Our agents work within your existing infrastructure—no rip-and-replace required. Data stays in your systems; agents simply interface with them securely.