8 practice management modules, 19 AI agents, and 6 deep integrations — all wired together from day one.
Visual workflow canvas with parallel paths, conditions, loops, and SLA tracking. Build once, run for every client.
19 specialized AI agents covering onboarding, compliance, documents, content, analytics, and orchestration.
Collect, classify, and version client documents. AI extraction turns uploaded files into structured data.
Firm marketing site with custom domain, AI-generated content via Quill, and layout optimization via Canvas.
AI-triaged unified inbox. Emails and messages routed to the right workflow automatically.
Connect with specialist sub-contractors and service partners through the FinACEverse marketplace (SumBuddy).
Bring multiple AI agents into a structured review session. Compliance + analytics + content reviewed together.
Engagement health, capacity utilization, time tracking, and revenue per partner — all in one dashboard.
Every agent is purpose-built and can be called from any workflow step.
Bi-directional sync for transactions, invoices, and general ledger
Full read/write integration for accounts, bills, and contacts
E-signature requests sent directly from engagement workflows
Workflow status notifications and approval requests in Slack
Task assignments and alerts delivered to your Teams channels
Connect Accute to 6,000+ apps via Zapier automations
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