Less data entry, fewer checks and chasers. More time to advise your clients, even at the peak of tax season.
The same checks, across hundreds of files, on tight deadlines.
Client reminders to write and track, file by file.
Advisory work comes second to production.
A selection of agents suited to your business. They are configured around your document templates and processes, and new agents can be built for you.
Ask your questions directly about the client's general ledger or trial balance.
Spots discrepancies, duplicates and missing supporting documents in the files received.
Prepares the annual summary report for the client, in the firm's format.
Drafts personalized reminder letters for missing documents.
Turns your client meeting notes into structured minutes.
Prepares interviews and evaluation grids for your future employees.
Your employees get ready-to-review deliverables: documents, presentations, spreadsheets, diagrams.
FlowOS augments your business, it doesn't replace it.
A Thinking Platforms AI engineer comes to your premises to understand your processes, build the agents you need together with your teams and, if needed, train all your teams to get the most out of the platform.
Confidentiality: each client and each project has its own access level. Hosting and security arrangements are presented to you and validated with you before any deployment.