Who we serve
Professional Services & CA Firms
Where PASDACS began: practices whose product is judgement - standardised, automated and governed without touching the professional control their reputation is built on.
The starting point
Where you are today
Professional practices - Chartered Accountants, advisors, consultants - run on expertise, but their week drains into chasing documents, re-keying data and reconciling by hand. Quality tracks whoever did the file, and the operating model routes everything through the partners. This is the segment we know deepest: we built and run AuArgus, our live practice platform for CA firms, from inside these workflows, and the same playbook - standardise, automate, measure, govern - serves any practice whose product is professional judgement.
Challenges we commonly see
- Client documents arriving across email, WhatsApp, drive links and paper.
- Reconciliations and compliance tracked in spreadsheets and heads.
- Quality that depends on who happened to do the work.
- Partners as the workflow engine - allocation, chasing and escalation all route through them.
- No single view of deadlines, work-in-progress, billing and collections.
- Staff already pasting client material into ungoverned consumer AI tools.
How we help
Relevant capabilities
Process
Map how the work actually runs, remove the waste, then standardise it into SOPs, checklists and review controls people actually follow.
Explore capabilityAutomation
Requests, reminders, reconciliations, approvals and system hand-offs run themselves - your people handle the exceptions.
Explore capabilityData & Analytics
Pipelines that consolidate and validate the numbers, feeding management, operational and customer dashboards.
Explore capabilityArtificial Intelligence
Document intelligence, a knowledge assistant over approved company sources, and agent-assisted workflows - always under human review.
Explore capabilityWhat changes
What we put in place
- AuArgus for CA firms - the live practice platform: reconciliation, compliance, workpapers, books, payroll, billing and a client portal with review-gated AI throughout.
- Client document collection that chases itself, with a completeness number per client.
- One documented operating process per service line, with maker-checker gates.
- A firm-wide compliance calendar - every obligation owned, dated and evidenced.
- Partner dashboards - deadlines, WIP, review ageing, billing and collections in one view.
- A governed knowledge assistant over approved firm sources - source-linked, logged, human-reviewed.
Data & AI
Real problems, solved with data & AI
One live answer to "where are we?" for partners and managers.
Full-population journal analytics feeding sampling and exceptions.
Document intelligence for first-draft summaries of notices and financials - with professional sign-off.
In practice
How we typically help
For CA firms the fastest route is the AuArgus UI tour on this site - every screen of the full platform, captured with two years of realistic data on it - followed by a guided walkthrough with our team. For wider practice transformation, the usual opening move is a fixed-fee diagnostic followed by one 90-day pilot, most often client document collection: the checklist goes out on schedule, chases itself, and shows one number per client - percentage complete.
Recognise your organisation here?
A 60-minute discovery workshop with your leadership is how every engagement starts - no preparation needed, and no obligation after it.