- Industry
- Accounting & Audit
- Channels
- Client portal · Email · Practice system
- Deploys
- Cloud, hybrid or on-premise
- Control
- Human approval where it matters
- Pilot
- Measured proof in 4 weeks
- Built on
- Agent Factory in a Box
Solutions/Accounting & Audit/Client Onboarding Agent
IND-05Agent 01 of 05
Client Onboarding Agent
Reads the engagement letter, builds the document checklist and chases the gaps — so the file is complete before anyone opens it to do real work.
70%Less admin on engagement setup
2 daysTypical cut in time to first draft
Day 1Every new file starts complete
01 — The challenge today
Where the
time goes.
- New engagement setup is still manual: read the letter, build a checklist, email the client, wait, follow up again — often across multiple people.
- The first week of every engagement is spent asking for things that should already be in the portal; billable time starts only after the chase is over.
- Chaser emails are inconsistent in tone, timing and content — some get sent, some don't.
- Outstanding items are tracked on a spreadsheet that no one updates; gaps surface in the review, not before it.
02 — How the agent works
It acts —
not just answers.
The chase stops living in someone's head. A new client signs on Monday. Their records arrive as a photo of a bank statement, a half-exported ledger and four emails from three different people who each hold one piece of the picture. An onboarding agent runs the whole intake: it knows what the engagement letter requires, works out what is missing, and asks the right person for it until the file is complete.
Reads the signed engagement letter and derives the required document schedule for that client type — no manual checklist, same result every time.
Issues the client-portal checklist under your firm's name and brand.
Reads each uploaded file, extracts the fields the schedule asks for, and files it to the right engagement folder.
Chases the gaps on a polite cadence — switching tone and channel after the second reminder — and flags the client to the manager when a threshold is reached.
Live demo · Alder & Finch Bikes Ltd
8
Requirements derived
5
Documents received
3
Items outstanding
Auto
Chaser email drafted
Live
File status tracked
03 — Business value
What it
pays back.
Outcomes your team can measure — not a demo that never leaves the lab.
Outcome 01
Complete files from day one
gaps identified instantly, without manual cross-referencing.
Outcome 02
Focused chasers
only the outstanding items, in your firm's voice.
Outcome 03
Live status
the team always sees the current position without opening a spreadsheet.
Outcome 04
Billable work starts sooner
the first week is no longer spent chasing.
04 — Getting started
Proof in
four weeks.
We would rather prove one use case properly than describe five. Pick the process that hurts most — we will run it on your existing client data in four weeks.
Week 1 · Scope
One process, one team, one measure. Agree what “better” means — in hours, days or cost — and measure it before anything changes.
Weeks 2–3 · Shadow
The agent runs alongside your team on live work, with a person approving each action. Its output is compared honestly with what your team produced anyway.
Week 4 · Measure
Report against the baseline, agree the guardrails that stay and document what your team owns. Then decide whether the next process follows.
Three operating principles
Principle 01
Acts inside your systems
Works where the work already is — your core systems, documents, inboxes and channels. No new tool for your team to copy things into.
Principle 02
Bounded by your rules
Limits are set per process: what the agent may do on its own, what needs human approval and what it may never do. Anything outside the boundary goes to a person.
Principle 03
Reviewable and reversible
Every step is logged — what it read, what it changed, who was notified and when. Evidence you can use in audit and compliance reviews.
05 — FAQ
Questions,
answered.
The short answers buyers ask us most about the Client Onboarding Agent.
What does the Client Onboarding Agent do?
Reads the engagement letter, builds the document checklist and chases the gaps — so the file is complete before anyone opens it to do real work. Reads the signed engagement letter and derives the required document schedule for that client type — no manual checklist, same result every time. Issues the client-portal checklist under your firm's name and brand.
Which problems does it solve for Accounting & Audit teams?
New engagement setup is still manual: read the letter, build a checklist, email the client, wait, follow up again — often across multiple people. The first week of every engagement is spent asking for things that should already be in the portal; billable time starts only after the chase is over. Chaser emails are inconsistent in tone, timing and content — some get sent, some don't. Outstanding items are tracked on a spreadsheet that no one updates; gaps surface in the review, not before it.
What business value can we expect?
Complete files from day one: gaps identified instantly, without manual cross-referencing. Focused chasers: only the outstanding items, in your firm's voice. Live status: the team always sees the current position without opening a spreadsheet. Billable work starts sooner: the first week is no longer spent chasing.
Does a person stay in control?
Yes. The agent works within limits you set for each process: what it may do on its own, what needs human approval and what it may never do. Every action is logged, reviewable and reversible.
How quickly can it be deployed, and where does it run?
Most teams start with a four-week pilot: scope one process in week 1, run the agent alongside your team with human approval in weeks 2–3, and measure the results against the baseline in week 4. It works across Client portal · Email · Practice system, and can be deployed in the cloud, hybrid or fully on-premise.
06 — Explore
More for Accounting & Audit.
Every agent can be combined, adapted or built from scratch around the way your business runs. See all 29 solutions →
Client Onboarding AgentReads the engagement letter, builds the document checklist and chases the gaps — so the file is complete before anyone opens it to do real work.
Invoice Coding AgentReads every document, applies your coding conventions and holds back only the lines it isn't confident about — with a specific question attached.
Bank Reconciliation AgentMatches transactions in seconds, surfaces only the exceptions and leaves a complete signed-off trail — not a morning of manual ticking.
Audit Sample & Working Paper AgentSelects the sample, gathers the evidence and produces the working paper in your template — before fieldwork begins, not after.
Ledger Anomaly Detection AgentWatches every posting in the general ledger continuously — not just at year-end, when it's too late to fix cleanly.
Your move
Specify
your agent.
Tell us the process that hurts most. We'll have an agent working on it within weeks.
Book a demo