Expand advisory work without asking accountants to become AI engineers.
SOLEMI / WHITE-LABEL PARTNER PRACTICEACCOUNTING & FINANCIAL ADVISORY FIRMS
Move fromfinancial adviceto operating action.
White-label a complete AI transformation team for the clients whose finance and operating data you already understand. You retain the advisory relationship. Our PMs and engineers build the governed agents, integrations, and workflows behind it.
EXPLORE ALL PARTNER TYPES ↗
The ledger shows where the process is breaking.
Accounting and financial advisors have recurring access to the systems, controls, and decisions that determine margin and cash. That creates a credible path from reporting what happened to improving how the operation works.Start with controlled finance workflows where inputs, owners, and approvals can be made explicit.
Use recurring client context to surface the next valuable workflow after the first deployment.
1 + 1–2+CLIENT-FACING PM + ENGINEERS
Firms are interested in AI, while formal capability and training still lag.
AICPA research describes growing interest in AI and automation across accounting firms, including early use in client communication, dashboards, and forecasting. A white-label delivery model lets a firm move from experimentation to a controlled client offering without building the technical department first.READ THE AICPA PRACTICE RESEARCH ↗What your firm can sell.
You keep the client, commercial strategy, and market position. Solemi provides the product, data, agent, and engineering capability required to make the offer real.Close and reconciliation agents
Prepare reconciliations, gather support, identify anomalies, and route exceptions while finance retains review and approval.
Margin and cash agents
Unify financial and operating signals to explain variance, surface working-capital risk, and prepare decisions for management.
Document and transaction agents
Extract, validate, match, and route invoices, contracts, statements, and supporting records into controlled workflows.
Client advisory intelligence
Give the advisory team a governed view across client history, financials, action items, and operating KPIs before every conversation.
How our shared team scopes the first engagement.
This is the work behind a responsible proposal. It establishes whether an agent should be built, what it must connect to, how value will be measured, and where people retain authority.Inventory the data
Find the systems, documents, signals, owners, permissions, quality issues, and connection paths the solution will depend on.
Inventory the processes
Map how work actually moves: triggers, handoffs, decisions, exceptions, approvals, measures, and where the process breaks.
Understand the business
Connect the workflow to the company’s needs, economics, people, customers, constraints, risk, and desired outcome.
Engineer from the findings
Design and build the right agents, integrations, interfaces, controls, and human review based on what discovery establishes.
See the pain. Sell the transformation.
These are credible conversation starters, not off-the-shelf products. The field guides connect each pattern to deployed evidence, required data, and human controls.01MANUFACTURING
Margin leakage agent
Join job costing, purchasing, production, freight, and invoice data to explain where actual margin diverged from the quote and route the finding to an owner.
ERP + costing dataVariance narrativesApproval-based actions
READ THE INDUSTRY FIELD GUIDE ↗02SAAS
Revenue and renewal agent
Reconcile billing, CRM, product usage, and contract terms to prepare recurring-revenue reporting and surface renewal or expansion risk.
Contract interpretationRevenue supportException queue
READ THE INDUSTRY FIELD GUIDE ↗03MULTI-ENTITY BUSINESS
Close coordination agent
Track dependencies across entities, collect support, draft reconciliations, and keep reviewers focused on the exceptions that require judgment.
Evidence collectionStatus orchestrationController review
Your relationship. Our delivery capability.
Sells and owns the client relationship.
Sector expertise, trust, commercial strategy, executive alignment, and the account remain with your firm.
Performs and delivers behind your brand.
A client-facing PM and one to two or more engineers scope, build, integrate, evaluate, launch, and improve the solution.
01Qualify together
Confirm the business problem, buyer, data path, constraints, and reason to act.
02Scope together
Turn discovery into a measurable, controlled first engagement and proposal.
03Deliver behind you
Our PM and engineers work client-facing while remaining part of your offer.
04Expand the account
Use evidence from the first workflow to identify the next transformation.