Observe · activity log.
Department, role, what they did, and what Observe made of it.
liveopen log ↗
Enterprise AI for
Professional Services
Where engagements, close and advisory turn into finished work, end to end.
Engagements
Budgets, scope creep and the review hours that never get billed. Traced to the step, written as the method.
Close
What the best senior manager checks before sign-off. Cited from the workpapers, the checklist and the client thread.
Advisory
The client questions that recur every quarter, answered from the record. The proposal that wins, remembered.
What changes
Hours back to your team.
Repetitive admin slows every desk, and the way your best people handle it is never captured. Karez finishes the repetitive work and keeps the method, so your team spends its hours on the business.
- 7 hrsback per accountant, per weekSpent chasing clients and documents · Karbon01Hours back
Client chasing, document requests and status updates, finished from the practice system, the files and the mail.
More time with clients - 2 daysfaster month-end closeMedian close 6.4 days, top quartile 4.8 · APQC02Faster close
Reconciliations prepared and exceptions flagged from the ledger, the way your best senior would.
Clients served sooner - 35%of firm workflows run by agents~35% of professional work automatable · McKinsey03Work finished
Onboarding, document collection and reconciliations written as the SOP, then run by agents on every engagement.
More clients per partner
What the forward-deployed agent learns
Your best accountant’s method, run on every engagement.
The forward-deployed agent learns the work from the practice system, the workpapers and the calls your best accountant makes in between.
- Reads the systems your team already runs, with the access you already grant.
- Turns each call into a step your team can follow.
- Writes the SOP and keeps it current as the work changes.
systemsdocumentspeoplejudgement
How Observe works Sources of truth
The record is already in your workpapers.
Practice management, tax and audit software, workpapers, CRM, the engagement letter in Drive and the client thread in mail, read together with the access you already grant.
Ask the record
Questions a firm could never ask the practice system. Now you can.
Answered from your practice management, your workpapers, your CRM, your mail and the way your best people work. Cited, ready to act on.
ask the record01 / 04
systems
people
Ask anything about your operations…
↑Two sources of truth, one answer.
What the systems say, and how your best people work. Both cited, both in the brief.
time to answer · minutesopen brief ↗
Why Karez for professional services
Built for firms that run on judgement and data.
One record, every desk
Engagements, close and advisory work from the same record, with every answer cited.
Learns from your best people
The forward-deployed agent learns the calls your best accountant makes, alongside the systems and the documents.
Deployed with you
A forward-deployed agent and an industry specialist, embedded in your operation.
Measured on your record
Hours back, turnaround and workflows run, counted from your own data.
Before the first call
Questions we get from firms.
From managing partners, practice leads and COOs, before they book time.
How does it get started?
A forward-deployed agent and an industry specialist connect your sources with the access you already grant, map the first workflows with your team, and put agents on the most repetitive one first.
How is it secured and governed?
In your cloud or ours, on the models you choose. Data is encrypted in transit and at rest, and access follows the permissions you already grant. Guardrails apply your current policies to every action, and every decision carries a full audit trail: what was read, what was done, and which rule it followed.
How is the value measured?
Against a baseline taken from your own record before Karez starts. Hours back, turnaround and workflows run are counted per accountant, from the same record.