01
Report and document auditing
Reports, proposals and deliverables checked against house standards, client requirements and regulation first, so reviewers get a list of exceptions, not a full read.
AI for Professional Services Firms
Remove the non-billable work from expert firms, from checking reports and chasing prospects to reconciling billing, so your people do the work clients pay for.
What it does
We build AI tools that give fee earners their time back, from review cycles to billing queries, so expertise goes into client work.
Tom&Co AI builds AI automation for consultancies and advisory firms. We audit reports and documents against your standards and regulations, reconcile billing and time across your finance systems, and give fee earners a knowledge assistant built on your firm's own material.
02
Automated admin workflows
Document chasing, status updates and re-keying between systems handled by workflows that run themselves, so fee earners stop doing admin.
03
Billing, time and firm knowledge
Time, scope and invoices reconciled across NetSuite, SAP or Sage into one source of truth, with an assistant answering from past engagements, precedents and methodologies.
These are the problems we see most often in professional services firms. Yours won't be identical, so every build starts with understanding how your business works, then shaping the solution around your systems, team and goals.
How AI automation works for professional services firms
An example: a draft report is ready for review.
The draft is submitted for checking.
The AI checks it against your standards, the relevant regulations and house style.
It returns a list of issues to the reviewer, with each one linked to where it appears.
The reviewer makes the fixes and signs it off, so review cycles are shorter.
How we'd approach it
Discovery
A half-day with partners and operations mapping where fee-earning time leaks.
First build
Often report auditing or the prospecting pipeline, integrated with your document store and CRM.
Scale
Extend into knowledge retrieval, billing automation and client reporting, owned by your team.
Proof it works.
Every report checked against defined rules with exceptions flagged for review, saving 40% of staff time.
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ReportingProfessional Services Firm
AI-Powered Report Auditing
Automated field reports audit — checking against business rules related to factual accuracy, compliance with internal standards and grammatical quality.
40%Staff time saving
View case study →FAQs
Professional services AI automation FAQs
What admin can AI automate in a professional services firm?
Report and document auditing, billing and time reconciliation across finance systems, document chasing, and a knowledge assistant built on your firm's own material.
Can AI review reports and documents?
Yes. It checks deliverables against standards and regulations and flags issues for a reviewer. In our report auditing project for a professional services firm, this saved 40% of staff time.
Does it work with our finance and practice systems?
Yes. Tom&Co AI is system-agnostic, so we build on the systems you already use and confirm the integrations in Discovery.
Does AI replace fee earners?
No. It gives them their time back so their expertise goes into client work.
How long does it take?
A half-day Discovery, then a first build that typically takes two to four weeks.
Ready to transform your professional services operations?
Not sure where AI fits yet? Tell us what's slowing your team down and we'll show you what's possible, whether it's on this page or not.
Let's Talk