Meet the Officium.
You are in command.
One smart worker for each back-office job. Each does one job, shows its work, and hands the result to a person at your firm. The goal is automation: less of your staff's time spent gathering and sorting, with better accuracy. How fast each worker gets there is your firm's decision, based on the trust it earns.
"Available" means built into the product today. "In development" means being built, or built and not yet installed on the development system. The product as a whole is in development: it runs on a development system with test data only, and no firm is using it yet.
How Much Work Is Automated Depends on the Trust the Workers Earn - (in development)
Every smart worker starts the same way: it prepares, and a person approves. That is how all of them work today.
The product is designed so that trust can be earned. What can be adjusted is communication with your clients and routine handling inside the firm, such as replies, reminders, acknowledgements and sorting. As a worker builds a measured track record at your firm, you will be able to let it do those on its own.
Your Firm Sets the Level
Worker by worker and client by client. One worker can sort email into client folders on its own while another still waits for approval on everything.
Your Clients Have a Say
A client can ask for automatic replies, or opt out of them.
Routine First
Templated replies and simple sorting come first. A message sent this way says so, for example: "Auto generated: if you have questions or concerns, please reply and we will get back to you."
What No Setting Can Change
It never adjusts your books, never files a return or any other form, and never moves money. It prepares and queues the work for a person. What your firm's workers learn never reaches another firm, and no AI model is trained on your clients' data. All of that is fixed, for every firm and every client.
Guard Rails Stay On
A worker must have a measured record before it can be trusted with a task. Limits on how much it sends, quiet hours, spot checks by a person and a pause switch stay in your hands, and everything it does on its own is recorded.
This is how the product is designed. It is not built yet. Back to the top
Document Intake - (available)
Reads what arrives from clients, works out which client each item belongs to and what kind of document it is, and proposes where it should be filed.
What it hands to a person: A proposal with its evidence, waiting in the review queue.
Starts with a person: Putting each item in its client folder. Routine sorting is the kind of task your firm can later hand over.
Triage - (available)
Reads each incoming email and routes it to the right team at your firm.
What it hands to a person: Each item in the right team's queue.
Starts with a person: Any reply to a client. Your firm can automate routine replies, and each client can opt in or out.
Compliance Catalogue - (available)
Checks each official page your firm relies on, on a schedule your firm sets for each source, and when one has changed proposes the new value with a word-for-word quote.
What it hands to a person: A proposed change with its quote. A CPA approves every value.
Stays with a person: Approving each value. A CPA signs off every one.
Follow-Up Drafts - (available)
Drafts reminders for items a client still owes you. It keeps your staff's edits for each client and suggests improvements, which a person accepts or dismisses.
What it hands to a person: A draft for a person to send.
Starts with a person: Sending the reminder. Your firm can automate templated reminders, and each client can opt in or out.
Payroll Checker - (available)
Before a pay period is approved, compares the hours with the punches, the schedule, the point-of-sale clock-ins and sales, and the roster, and lists what appears wrong. A check it could not make is listed as not checked.
What it hands to a person: Findings for the person preparing payroll.
Never, by any setting: It never changes pay, never runs payroll and never moves money. It also never draws a legal conclusion: each finding is worded "appears to".
Shift-Report Reader - (available)
Reads a client business's end-of-shift register report and checks the register and comps figures.
What it hands to a person: The figures and anything that does not add up.
Never, by any setting: It never adjusts the books.
Researcher - (available)
Answers your staff's technical questions strictly from your firm's reference library of official public sources and your own memos, with quotes and links. If the answer is not in the library, it says so.
What it hands to a person: An answer with its sources, for the staff member who asked.
Starts with a person: Deciding what, if anything, goes to a client.
Research Checker - (available)
A second, independent worker that tries to break each of the researcher's answers before a person relies on it.
What it hands to a person: What held up and what did not.
By design: It does not check its own work. Independence is the point.
New-Client Intake - (available)
Prepares a new client's record for approval and checks it is not a duplicate of a client you already have. It creates no client itself.
What it hands to a person: A staged record for a person to approve.
Starts with a person: Approving the new client record.
Bookkeeping - (in development)
Prepares bookkeeping work for review: categorised transactions, draft journal entries and bank-reconciliation preparation.
What it hands to a person: Work products for a bookkeeper to review.
Never, by any setting: It never adjusts your books. Posting an entry is a person's act, and your books stay in your accounting system.
Audit - (in development)
An independent cross-check of the other workers' maths and logic. Parts of it are already built and in use in the review queue: checking a worker's note against the record, and spot checks of batch approvals.
What it hands to a person: What ties out and what does not.
By design: It does not review work it prepared itself.
Tax - (in development)
Prepares income-tax work for licensed review and signature: responses to notices, position memos and workpapers.
What it hands to a person: Work products for a licensed person.
Never, by any setting: It never files or transmits a return or any other form. It prepares; a licensed person signs and submits.
Sales Tax - (in development)
Prepares state and local sales-tax returns as ready-for-review packets from a client's sales data.
What it hands to a person: A packet for review.
Never, by any setting: It never submits to a state portal. It prepares the packet; a person submits.
Billing - (in development)
Prepares your firm's own invoice runs and a priority list for receivables follow-up.
What it hands to a person: Drafts for review.
Never, by any setting: It never charges or refunds: payments do not move through the product. Sending an invoice starts with a person.
Client Research - (in development)
Looks up sourced facts and trends about a client from your firm's own records. One piece, a weekly local-demand brief built from public local information and the client's own sales history, already runs in development.
What it hands to a person: Findings for the staff member who asked.
Stays with a person: Advice. It supplies findings for a licensed person to use.
Text Messages - (in development)
Reads text threads with clients and drafts replies. Text replies need the client's recorded consent, and opting out is enforced.
What it hands to a person: A draft for a person to send.
Starts with a person: Sending the reply. Your firm can automate routine replies, and each client can opt in or out.
Phone Calls - (in development)
Turns a call transcript into a summary, action items and proposed updates to the record. Call recording follows the consent rules of your firm's state, as your firm's counsel decides.
What it hands to a person: A summary and proposals for review.
Starts with a person: Changing a record.
Front Desk - (in development)
Takes a request from your staff, passes it to the workers it needs, and brings back one combined answer.
What it hands to a person: One answer at an approval gate.
Starts with a person: Committing any result.
We are looking for one accounting or bookkeeping firm to be the first sponsor. What a sponsor firm does