Agree the five best improvements.
Identify reviews the business and agrees five high-value changes, each with an owner and a measure of success.
Turn repeatable knowledge work
into capacity.
Accounting and advisory firms are rich in structured processes, documents and judgement. Identify helps leadership decide where AI matters, then builds it into the work. The AI transformation company for Australian small and medium-sized businesses.
ID/
AI TRANSFORMATION · AUSTRALIAN SMALL & MEDIUM BUSINESSESGrowth adds clients, documents, deadlines and review load faster than most firms can add experienced people. The opportunity is to redesign the repeatable work around AI without lowering the standard.
Train your people and your agents.
We set up and train AI agents with approved business knowledge, instructions and examples, tailored to your industry. We train your team and test the workflow before live connections.
Measure what changed.
Review agent outputs, refine approved knowledge and track real results in your systems. Identify OS and ongoing support stay optional.
Opportunity areas
Where AI can show up in the work.
Client onboarding
Extract, classify and route information from forms, email and documents into the systems the firm already uses.
Workpaper & document preparation
Structure source material, surface missing information and accelerate first pass preparation for human review.
Advisory research & drafting
Retrieve firm knowledge, compare source material and create strong first drafts grounded in approved context.
Client communication
Draft routine updates, answer common questions and trigger follow up from the right workflow events.
Practice operations
Reduce manual reporting, CRM updates, meeting administration and internal handoffs.
How we measure it
Value the leadership team can point to.
01Capacity per professional
02Turnaround time
03Review effort
04Client responsiveness
Explore by function
Who owns the work inside Accounting & Advisory?
Use the industry view to understand the operating context, then go deeper into the department that owns the workflow.