01 Client Profile
One Accountancy is an Australian strategic advisory firm helping business owners across tax, finance, operational and structural matters through an integrated professional network.
Digital & AI
One Accountancy
Creating a trainable AI workflow for research-intensive advisory work.
Visit client website02 Needs & Goals
The goal is to use AI to improve existing workflows and automate repeatable SOP tasks, business research, information collection, and the analysis of tax cases and legislation, with controlled ongoing training.
03 What We Did
We are building a structured research system with staged tax analysis, source and citation controls, reusable workflow templates, privacy safeguards and human review before professional use.
04 Progress
The core research architecture and workflow controls are in place. Automation and training continue through practical cases and user feedback.
A conversation is a good beginning