AI for accounting firms that knows every client.
Every client has a rule, and often only one person remembers it. Fee terms, approval limits and client-by-client exceptions rarely make it into the SOP. Dactic learns them from your team and builds AI agents that follow them, with a source behind every answer.
Use AI financial teams can trust.| Rule | Source | Status |
|---|---|---|
| Fee discounts over 15% need the engagement partner, then the managing partner. | Pricing policy + Slack | Confirmed Oct 6 |
| Day 15 to the account owner, day 30 to Finance, never before a call. | Interview: AR lead | Confirmed Oct 2 |
| Engagement letters for trusts need a second partner review. | Interview: Practice lead | Confirmed Sep 30 |
What Dactic does for your firm
New to AI agents? An AI agent is software that does a task for your team, like answering a routine request, routing an approval or preparing a document. Your agents run in the AI tool your team already uses, so there is nothing new to learn. Start on your lunch break. Have an AI agent when you get back.
You show Dactic how you work
Connect the tools your team already uses, then answer a 5 to 7 minute AI interview about the rules nobody wrote down.
Dactic builds your AI agents
Each agent follows your rules and shows which rule it used. Nothing deploys to your AI platform until you approve it.
The routine work gets done your way
Agents route approvals, follow up on invoices and prepare engagement letters with each client's terms, so partners stop fixing drafts.
The exceptions live in inboxes and memories.
- Client-specific terms sit in old email threads
- Approvals depend on who happens to be in the office
- Senior staff spend hours checking AI drafts
With Dactic, the rule book writes itself.
- Each rule is tied to its source and the date it was confirmed
- Agents see only what their task needs.
- Your data is never used to train models
Same request. A different approval path.
A typical AI tool
- Step 1A client asks for a 20% discount on renewal.
- Step 2The agent drafts a yes from the fee schedule
- Step 3A partner catches it after the client has seen it
- Step 4Someone has to walk it back
- Step 5Rework for your team
An AI agent with Dactic
- Step 1A client asks for a 20% discount on renewal.
- Step 2The agent knows discounts over 15% need the engagement partner, then the managing partner
- Step 3It routes the approval before replying
- Step 4The client gets one clear, correct answer
Agents your partners can sign off on.
Discount approvals
Follows the rule “Fee discounts over 15% need the engagement partner, then the managing partner.”
AR follow-up
Follows the rule “Day 15 to the account owner, day 30 to Finance, never before a call.”
Engagement letter review
Follows the rule “Engagement letters for trusts need a second partner review.”
How does Dactic set up AI agents for an accounting or advisory firm?
- 01
Connect
Connect the tools your team already uses. Dactic reads only the files and conversations you allow.
- 02
Map
Dactic reverse engineers your business processes by studying how your workflows and tools fit together.
- 03
Interview
Your team answers a 5 to 7 minute AI interview about the details that never got written down.
- 04
Deploy
Dactic packages the agent with your rules and sends it to the AI platform you already use, like monday.com, Claude or OpenAI. One click, and about 20 seconds later your agent is in your AI platform.
- Microsoft 365
- Google Workspace
- Box
- Slack
Built to be trusted by financial teams.
Sees only what it needs
Each agent gets only the information its task requires, and nothing more.
Personal details protected
Personal data is redacted before indexing.
Never used to train AI
Your data is never used to train models.
You approve everything
Nothing deploys to your AI platform until you approve it.
Questions about Dactic for accounting and advisory firms
What does Dactic do for an accounting or advisory firm?
Dactic learns the client-by-client rules your team follows, like fee terms, approval limits and review steps, and gives them to the AI agents you run. Those agents can then route approvals, follow up on invoices and prepare engagement letters the way your senior staff would, with a source behind every answer.
Does Dactic give financial advice?
No. Dactic is built for the operations side of a firm: engagement letters, approvals, billing follow-up and month-end checklists. Advice stays with your professionals. Agents follow the rules your team confirmed, and every answer can be traced back to its source.
Do we need a technical team to set it up?
No. Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click. Onboarding is included on every plan, with no implementation fee. Nothing deploys to your AI platform until you approve it.
Is our data used to train AI?
No. Your data is never used to train models. Personal data is redacted before indexing, and each agent sees only what its task needs. Dactic doesn't store your raw data. It's processed ephemerally.
Do I need my own AI tool?
Yes, and that is an advantage: your agents run in the AI tool your team already uses and trusts, like monday.com, Claude or OpenAI, so there is nothing new to learn. Dactic reads from tools like Microsoft 365, Google Workspace, Box and Slack. If your model provider triples its price, move your agents. Their instructions and context go with them.
How much does Dactic cost?
Dactic is priced per team, not per token. It starts at $49/month for 1 employee, and onboarding is included on every plan with no implementation fee. Larger teams pay by team size, not by usage.
See your first agent on your own client work.
Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click.