AI Engagement Profitability Agent
Automating Audit Engagement Profitability with AI
Real-Time Project Controls and Margin Visibility
The agent continuously monitors budget burn, ETC/EAC, CPI/SPI, and realization metrics across every engagementsurfacing margin erosion from scope creep, grade mix drift, or discounting before it hits the bottom line.
Predictive Client Health and Retention Intelligence
AI models score churn risk and calculate client lifetime value using signals like on-time delivery, write-off trends, PBC delays, and relationship healthquantifying revenue at risk and prioritizing where to invest.
Actionable Next-Best-Action Recommendations
The system delivers context-aware plays directly where teams work: draft change orders when scope deltas exceed thresholds, staffing swap recommendations to optimize leverage, cross-sell prompts filtered for independence compliance, and cash acceleration tactics for at-risk AR.
How Cassidy automates using AI
Step 1: Connect engagement data sources
Cassidy syncs with your PSA, ERP, CRM, time and expense, and billing systems to build a unified engagement data modelcapturing budgets, actuals, rate cards, staffing, WIP, AR, and audit-specific context like phase gates and PBC status.
Step 2: Trigger on engagement events
Workflows activate automatically on key events: weekly time entry closes, milestone completions, ETC updates, billing submissions, or threshold breaches like CPI/SPI dropping below targets or WIP aging past limits.
Step 3: Analyze project controls and profitability metrics
Cassidy calculates earned value, realization rates, margin at completion, and lockup days in real timerunning variance analysis to isolate whether margin erosion stems from scope, productivity, discounting, or rework.
Step 4: Score client health and retention risk
The Knowledge Base powers churn and CLV models that weigh delivery performance, write-off history, team continuity, and relationship signals to produce actionable health scores and revenue-at-risk estimates.
Step 5: Generate next-best-action recommendations
Cassidy's AI evaluates project telemetry and client health to recommend specific interventionschange order drafts with quantified scope and fee impacts, staffing adjustments, executive check-in cadences, or cross-sell opportunities pre-screened for independence rules.
Step 6: Execute workflows and route approvals
Recommendations flow into action: Cassidy drafts change orders, creates staffing requests, adjusts billing schedules, and routes approvals to engagement partnersdelivered in Slack, Teams, or directly in your PSA with full audit trail for quality and compliance reviews.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
