AI agents for professional firms
Compozor’s AI agents handle the client back-and-forth, check documents against your requirements, and run your workflows to prepare work in your firm’s format.
Clients Avery Williams
Illustrative previewMonthly bookkeeping · August 2026
Document checklist
3 of 3 satisfiedBank statement
August 2026
Expense receipts
8 files received
Income statement
August 2026
Workflow
CompletedMonthly expense report
Expense_report_August.xlsx
Prepared for your team’s review
AI that follows the work through
One connected process, from client conversation to prepared work. Explore what Compozor handles along the way.
Your client sends the wrong statement. Compozor catches the mismatch, explains what’s needed, and checks the replacement. Once the requirements are met, your workflow prepares the report.
01 · Collect
Compozor keeps the conversation moving: requesting missing documents, following up on your schedule, and answering routine client questions in your firm’s voice.
Hi Avery, we’re ready to prepare your monthly report. Please send your August bank statement and expense receipts. You can reply here or use your upload link.
Avery → Your firm
Here you go. Let me know if you need anything else.
02 · Check
Files are matched to the right client and requirement. Missing information and incorrect periods are identified, with a specific correction request when something needs fixing.
Document checks
A correction is neededExpense receipts
8 files · matched to the checklist
Bank statement
Expected August 2026 · received July 2026
Compozor → Avery · correction explained
Thanks, Avery. The statement covers July. Could you send the August statement so we can prepare the right report?
03 · Prepare
Your instructions turn client documents into reports, spreadsheets, letters, and presentations. Work samples guide the format. Output checks and review notes stay with the result.
Statement + receipts + your work sample
Client information extracted
Report prepared using your sample
Output checks and review notes attached
Illustrative output
August expense summary
Workbook prepared for your team’s review
Fictional example with automation enabled. No emails are sent or workflows run here.
Your client sends the wrong statement. Compozor catches the mismatch, explains what’s needed, and checks the replacement. Once the requirements are met, your workflow prepares the report.
You define the requirements and choose what runs automatically. Your team handles the decisions that need professional judgment.
Avery Williams
Illustrative AI activity
August bookkeeping · automatic replies and workflow enabled
Avery · client reply
Here are my receipts and statement. Is this everything you need?
Statement_July.pdf · 8 receipts
Compozor · replying on your firm’s behalf
Thanks, Avery. I have your receipts, but the statement covers July. We need August for this report. Could you reply with the August statement or use your upload link?
Avery · corrected document
My mistake—here’s August.
Statement_August.pdf
Compozor checked the corrected statement. Requirements satisfied; your configured workflow started automatically.
August_expenses.xlsx
Prepared in your format · checks and review notes included
Workflows & work samples
The details make it yours. Give Compozor an example of your work, then use your client’s documents to prepare a new version—with the structure, figures, and supporting detail your team needs.
Word · Excel · PowerPoint · PDF
Monthly financial overview
Avery Williams · August 2026
Total expenses
$1,340
Categories
03
Receipts
08
Share of the month’s total · CAD
8 illustrative purchases · statement and receipt data
Observations & review notes
Travel accounts for 50.7% of expenses. Eight supporting receipts are listed against the statement. Software renewals are grouped together for review; no tax treatment is inferred.
Fictional data, real possibilities. Samples guide the format; client documents provide the facts.
A few possibilities
An expense analysis. A carefully ordered case file. A clearer picture of income. Explore what the work could look like in your practice.
Collect the records, resolve missing periods, and prepare an expense workbook your team can review.
Source material
Avery Williams · August 2026
Expenses
$1,340
Receipts
08
Categories
03
In focus
Travel represents just over half of the month’s spending.
Software renewals total $240 across three receipts. Review the grouping before finalizing.
Included in the workbook
Also possible: Reconciliation reports · transaction exports · client summaries.
A different kind of firm? Define the documents you need and the work you want prepared.
Show us your workflowTrust & control
Keep the decisions that need your judgment. Let Compozor take care of the follow-through.
Review drafted emails before sending, or enable automatic sending. Start workflows yourself or run them when collection is complete.
Client conversations, checklist progress, workflow activity, and output review notes stay with the work.
Uncertain documents and unresolved questions are surfaced for your team, with the context to make a decision.
