Turn the sourcedocument into thenext controlled action.
CPA firms already understand the records, controls, recurring deadlines, and exceptions that define their clients’ operations. Solemi helps them white-label agents that prepare the work, surface the issue, and keep professional judgment with the accountant.
On paper, every figure has a source and every conclusion needs support.
That discipline should shape the agent: approved authorities, traceable evidence, clear review, and a bounded path from document intake to the next accountable action.
Evidence, permissions, and professional accountability define the architecture.
The first engagement identifies the authoritative records and research sources, retention requirements, client boundaries, review roles, and the historical work needed to evaluate every output.
01Ledger + tax records
02Primary authorities
03Engagement files
04Firm criteria + templates
05Identity + client boundaries
06Review + sign-off trail
How the work could take shape.
These accounting scenarios are rewritten around the client profile, operating problem, implementation, and review model. They preserve the useful deployment pattern without repeating a firm’s name, metric, or published story.
REVIEW-READYTarget outcome: give the accountant a sourced first draft and a clear evidence gap instead of an unstructured research task.
Tax research and notice-response workflow
The operating need
Tax professionals repeatedly researched similar technical questions, reviewed notices, gathered support, and rebuilt response language while deadlines continued to compress.
What the team built
A team connected curated tax research, primary authorities, engagement files, and firm templates; the agent retrieved sources, identified missing facts, and prepared a cited memo or notice response.
How it went live
The firm began with one notice category and a library of previously approved work. Drafts were compared with senior-reviewed outcomes before the workflow reached live engagements.
Who stays responsible
A qualified professional verifies the authorities, position, client facts, and final response. The agent cannot file, advise the client, or resolve an uncertain tax position.
Composite scenario based on public implementation research. It is not a named Solemi client engagement.
MORE CAPACITYTarget outcome: let a lean firm prepare more client work without lowering the standard of review or adding another manual intake layer.
Audit evidence and advisory intake system
The operating need
A small team spent significant time collecting client records, extracting return and ledger data, matching support, and preparing the first analysis for audits and advisory conversations.
What the team built
The delivery team created a controlled intake pipeline that organizes source records, tests completeness, flags anomalies, applies firm-authored criteria, and assembles a review packet with traceable support.
How it went live
One engagement type and client segment were mapped end to end. Historical files became the evaluation set, and every live output entered the existing workpaper and partner-review process.
Who stays responsible
Partners own the advice; auditors retain risk assessment, testing, sampling, and conclusions. The system prepares evidence and options but never signs off on the work.
Composite scenario based on public implementation research. It is not a named Solemi client engagement.
Begin with work that is repetitive, evidence-heavy, and reviewable.
These are starting patterns, not preselected products. Discovery determines whether the workflow, data, controls, and expected value justify engineering an agent.
01
Research and notice-response agent
Retrieve primary authority with citations, analyze the notice, prepare the response, and flag missing evidence or uncertain positions.
HUMAN AUTHORITYA qualified professional verifies authority and approves the response.
02
Audit evidence and exception agent
Collect support, test populations, explain anomalies, and prepare workpaper-ready context for the auditor.
HUMAN AUTHORITYAuditors retain risk assessment, judgment, and conclusions.
03
Advisory opportunity agent
Match client records and operating signals to firm-authored planning criteria, then prepare the opportunity for partner review.
HUMAN AUTHORITYThe firm owns advice, suitability, and the client conversation.
Build a controlled offer around work repeated across clients.
Partner with Solemi to shape the data map, human review, product design, and implementation. Your firm retains the trusted advisory relationship while our white-label team performs and delivers.
