Where your firm is today, and where we take it
AI-native isn't more chat windows. It's AI doing the work, the moment the work arrives.
What the Assessment gives you
A clear picture of the firm you're becoming, and the shortest path to get there.
- What it's worthThe hours and client capacity on the table, in your own numbers.
- The work to hand overThe recurring work, like onboarding, that frees your best people first.
- Your starting lineWhere AI could already be doing your firm's work, seen in your systems.
- Your roadmapWhat changes first, what follows, and how your people grow with it.
About four weeks to your roadmap
About four weeks. Analysis only, nothing gets built. Sofia does the reading; your people spend a few hours with us.
- Week 1
Sofia reads your firm
Sofia reads across the systems you choose to see how work really moves, where it stalls and who it depends on.
- Week 2
Your people weigh in
Short conversations with your practitioners, shaped by what Sofia found, comparing how work is described with how it actually runs.
- Week 3
Put a value on it
Sofia counts the volumes and values each workflow in your numbers. Your people confirm it rather than build it.
- Week 4
Walk the roadmap
Your leadership sees what changes first, what follows, and how your people grow into an AI-native firm.
Why firms take this step with us
Guides who've made the trip
FINdustries runs its own business on Sofia every day. We show you the road we've already travelled, not a theory.
Your firm as it really works
Sofia reads across your systems to see how the work actually happens, so your people spend hours with us, not weeks.
Your team leads the change
Your experts shape how the work is done. Sofia makes sure everyone works that way, and your people approve what goes out.
Picture your team doing two to five times the work
Same people, more done. Sofia takes the repeat work off their plates, so the team you have works like one several times its size.
- 2×your team's productivity, without hiring anyone
- 5×our own engineering output, working with Sofia every day
- 1 → allOne person teaches Sofia. The whole firm uses it.
“A leap forward from what I thought Sofia would have been capable of doing.”
Questions firms ask
Do we have to become a technology firm?
No. You stay in the business you're in. The Assessment is analysis only: nothing gets built and nothing changes in your systems. Sofia does the reading, your people spend a few hours with us, and leadership gets a roadmap. If you go ahead, we take the first steps together; your people review and lead.
What does AI-native actually mean for my firm?
Your people stop starting from a blank chat. When work arrives, AI picks it up, does it the firm's way and has it ready for review. Your people spend their time on judgment, clients and growth.
We're an accounting firm. What about busy season?
We time it around your peak. Sofia supports client service and engagement work. She doesn't prepare, review or sign returns or attest work, and your partners keep sign-off.
Is our client data used to train AI models?
No. Your firm's data isn't used to train AI models, in our systems or by the model providers we use.
What happens after the Assessment?
We walk your leadership through the roadmap and, if you want, show you how we'd take the first steps together.
Your people, back on the work only they can do
Book a time to start your Assessment. About four weeks later, your leadership has its roadmap.