Case study · Delivery evidence

An AI-native production line for accounting operations

A multi-agent workspace that treats each client portfolio as a persistent operating context and moves work through controlled production stages.

The operating challenge

Accounting work was split across client files, collection, bookkeeping, review, tax preparation, and exception handling. AI needed to assist the full workflow without obscuring evidence or professional accountability.

Designed intervention

01

Mapped 12 business domains, 52 screens, and 9 production workspaces.

02

Separated deterministic accounting rules from AI judgement.

03

Designed queues, retries, status tracking, evidence chains, and explicit human takeover.

04

Kept final official submissions in a controlled path where direct APIs were unavailable.

Validation snapshot

These figures separate delivered scope from pilot validation. Each metric retains its measurement definition so product coverage is not mistaken for business impact.

12

business domains modelled

Customer, invoice, bookkeeping, filing, and compliance operations

52

screens and flows mapped

Interface operations translated into orchestrated production steps

9

production workspaces

Batch work, exception takeover, and permission governance

72.8%

low-risk task automation

Tasks completed without rewriting and passed deterministic checks

99.2%

evidence-chain completeness

Critical judgements retain source, rule, version, and action record

4.7 h

average month-end cycle

From complete documents to a result ready for human review

Cross-scenario architecture guide

Compare the retail decision layer, accounting multi-agent controls, and legal-AI provenance in one public guide while retaining each case’s evidence boundary.

Evidence boundary

The published figures separate mapped product scope from pilot workflow validation. They do not claim financial outcomes, and regulated decisions and official submissions remain subject to qualified human review.

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