Use case 1
Client reporting automation
Drafts monthly and quarterly client deliverables in your firm's voice and template.
For accounting firms, agencies, consultancies, fractional CFOs
10
AI agents for accounting firms, agencies, consultancies, and fractional firms.
Turn your expertise into AI-enabled delivery without losing the judgment and quality your clients pay for.
01
The work that is quietly eating margin.
Productize your expertise. Deliver more with the same team.
1Delivery depends on senior expert hours
2Client reporting takes too long
3Knowledge is in senior people's heads
4Margins are a function of headcount
5Proposals are bespoke every time
02
The closed-loop system OpenNash builds.
Same operating pattern, tuned to Pro Services workflows.
01 Intake
Capture
Read work from the tools your team already uses.
02 Reason
Decide
Classify, retrieve context, choose the workflow, and flag risk.
03 Draft
Produce
Create the response, report, memo, update, or work product.
04 Approve
Control
Route judgment-heavy or sensitive actions through human review.
05 Learn
Improve
Measure outcomes, exceptions, quality, and cycle time.
Feedback loop: every completed workflow becomes a signal for the next version.
03
High-leverage use cases.
Start where the volume, pain, and business value overlap.
Use case 2
Research agent
Creates first-pass research, market scans, and benchmarking for every engagement.
Use case 3
Delivery workflow copilot
Embeds in your delivery process and drafts work product for expert review.
Use case 4
Internal knowledge agent
Makes your playbooks, frameworks, and prior work queryable by every consultant.
Use case 5
Proposal drafter
Generates first-draft SOWs from discovery calls and prior wins.
Use case 6
QA and eval systems
Scores deliverables against firm standards before they leave the building.
04
Before and after.
Representative outcomes depend on scope, data quality, systems, and volume.
Before
Manual drag
- More clients means more hires
- Senior partners draft first drafts
- Knowledge walks out the door
- Margins are flat or declining
to
After
AI-enabled ops
- AI-augmented delivery
- Seniors edit instead of drafting
- Knowledge stays in the firm
- Margins expand with leverage
Delivery margin
+20-35%
Representative range
Capacity per consultant
+50%
Representative range
Proposal cycle
-70%
Representative range
Onboarding time
-50%
Representative range
Next step
Turn your expertise into AI-enabled delivery.
Book a 30-minute meeting or email [email protected] with the workflow that hurts, the tools involved, and what success would look like in 90 days.