AI Workflow Systems for Firm Operations
Prome Solutions builds AI workflow systems for accounting, tax, and bookkeeping firms that move client documents, engagement letters, month-end close, and review steps across practice management, accounting, and tax tools.
The system handles the work between tools. We don't prepare returns or give tax advice. Your licensed staff review and sign off.
The handoffs your team already runs.
These are the recurring workflows we see in this industry. We start with one and turn it into a running system.
- client onboarding
- engagement letters
- client document requests
- missing document follow-ups
- document sorting and naming
- bank and card statement intake
- month-end close checklists
- review and sign-off routing
- practice management updates
The service lanes for this industry.
Start with the three that fit accounting and tax firms best. All six run on the same agent layer, so a lane can join when a workflow needs it.
-
Best fit Cross-Tool Operations
Workflow Agents
Move client requests, close checklists, and review steps across email, practice management, accounting tools such as QuickBooks or Xero, and your file storage.
View service -
Best fit Structured Document Intelligence
Document Agents
Read and sort client documents, statements, receipts, and tax forms, and flag what is missing.
View service -
Best fit Custom Operational Software
Internal AI Systems
Build client portals, intake trackers, and internal dashboards with agents inside the workflow.
View service -
Phone calls into system records
Voice Agents
Phone agents that answer, qualify, and route calls, then write the outcome into your CRM, ERP, field-service, or scheduling system.
View service -
RFP and tender responses
Proposal Agents
Agents that read RFPs and tenders, draft responses and compliance matrices from past proposals and company content, and route them for review and approval.
View service -
Run and fix existing agents
Agent Operations
We take over AI agents and automations that someone else built, then monitor, fix, and improve them on a monthly retainer.
View service
What the first pilot looks like.
The best first project is one workflow your team already runs. Here is one example, end to end.
Start with one client document workflow.
One loop. A person stays in the loop wherever a decision needs sign-off.
- 01
A client uploads documents for an engagement.
- 02
The agent sorts and names each file.
- 03
It checks them against the request list.
- 04
It drafts a follow-up for anything missing.
- 05
It requests approval from the staff member on the engagement.
- 06
It updates the practice management record.
Start with one client document workflow.
Bring one workflow that moves between client requests, your practice management tool, and your accounting software. We map it and define a possible 30-day pilot.