AI Engagement Workflow Automation Agent
Automating Accounting Engagement Workflows with AI
Standardized Playbooks with Built-In Guardrails
The agent codifies your firm's service catalog, pricing logic, and SOPs into machine-readable playbooks—enforcing acceptance/continuance checks, independence requirements, and SQMS/QM1 documentation automatically before work begins.
Omni-Channel Client Orchestration
AI automation coordinates client touchpoints across portal, email, e-signature, and SMS—routing PBC requests, sending deadline reminders, and escalating unresponsive clients while enforcing channel policies that keep PII secure.
Event-Driven Execution with Human-in-the-Loop Controls
The system listens for key signals—signed engagement letters, uploaded documents, SLA jeopardy—and triggers the right next action, with approval thresholds ensuring operations directors and engagement partners review scope changes, fee adjustments, and high-risk exceptions.
How Cassidy automates using AI
Step 1: Trigger on signed engagement
The Workflow activates when a client e-signs a proposal or engagement letter in your proposal tool (Ignition, GoProposal, or via integrated e-signature), automatically capturing scope, pricing, and payment terms.
Step 2: Run acceptance and compliance checks
Cassidy executes your firm's acceptance/continuance checklist—verifying client fit, flagging independence or conflict concerns, and logging KYC/AML results where required—before any work item is created.
Step 3: Provision client and create engagement
The Workflow auto-creates the client record and engagement in your practice management system (Karbon, TaxDome, Canopy), provisions portal access and secure folders, and connects integrations to QBO, Xero, or payroll platforms.
Step 4: Launch onboarding sequence
Cassidy sends a branded welcome email, shares the team roster and RACI, and dispatches the PBC list with recurring reminders across portal and SMS—tracking uploads and auto-tagging documents to the correct tasks.
Step 5: Orchestrate recurring and ad hoc work
As deadlines approach, Cassidy triggers task assignments, dependency checks, and SLA timers—coordinating month-end close, tax prep, or assurance fieldwork while surfacing exceptions and review notes for maker-checker approval.
Step 6: Enforce guardrails and escalations
When scope creep is detected or an SLA is at risk, the Workflow raises a change order for human approval, logs the exception with root-cause, and pauses downstream tasks until resolution—preserving audit trails for SQMS documentation.
Step 7: Deliver and communicate insights
Cassidy posts deliverables to the client portal with commentary, schedules advisory calls, and sends omni-channel summaries—maintaining a unified engagement timeline across every touchpoint.
Step 8: Automate billing and renewal
The Workflow generates invoices per contract terms, processes autopay, monitors realization and AR aging, and triggers dunning sequences if needed—then initiates annual repricing and renewal proposals with continuance risk review.
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
