Set the AI direction for the business.
Leadership priorities, workflows, systems, data, customer journeys, risk and opportunity are turned into a prioritised AI strategy and roadmap.
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.
ID/
AUSTRALIA / APPLIED AIGrowth 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.
Make the highest value opportunities real.
We design and implement the agents, automation, knowledge systems and AI enabled workflows that belong inside the operating model.
Change the work and scale what works.
We redesign workflows, train teams, establish governance, measure adoption and spread successful patterns across the organisation.
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