Every client gets its own workspace: workpapers, queues, and governed agents. Your team reviews. Everything traceable.
20-minute walkthrough. Built for national and global firms
The problem
Status in email. Evidence in drives. Workpapers across tools. Hours that should go to judgment get burned on coordination.
The platform
Agents handle evidence, research, and drafting. Your team focuses on judgment, client relationships, and sign-off.
Evidence review, research, memos, workpaper prep. Agents execute end-to-end. Partners approve what matters.
Each client gets a micro-app: queues, dashboards, automations, methodology built in. Deploy in days, not a firm-wide IT project.
Every AI action logged. Review gates, immutable trails, partner sign-off. IRM and QA see what the delivery team sees.
Packaged desks for audit, tax, and advisory. Dashboards, workflows, and agents from day one.
Agents run routine tests, flag exceptions, and prepare workpapers. Managers review what matters.
Multi-entity, multi-jurisdiction. Agents prepare the workpapers and surface discrepancies. Your team reviews positions and signs off.
PBC lists, evidence collection, follow-ups. Clients upload to one place. Agents validate completeness.
Open issues, pending sign-offs, and hot items across clients in one live view.
FourX builds the micro-app and agents, still under your methodology and sign-off model.
Governance
Built for scrutiny: review models and trails that hold up when files are inspected.
Every action logged. Every decision replayable. When compliance asks, you show.
Agents propose. Your team approves. Critical actions never run without a human.
Your client sees the work. Real-time status. Structured handoffs. No more update emails.
On-prem, VPC, or cloud. Your branding. OpenAI, Anthropic, Gemini, or yours. No lock-in.
FAQ
An AI-native delivery platform for audit, tax, advisory, and consulting firms. Agents handle research, evidence review, and drafting; micro-apps run each client with methodology-aligned workflows; governance gives you assurance-grade trails and partner sign-off.
Copilots draft in a sidebar. FourX is where client delivery runs: workpapers, queues, approvals, client visibility, and immutable audit trails, aligned to how accounting and advisory firms work, not a chat bolt-on.
Audit, tax, and advisory delivery. Pre-built desks for controls testing, tax provision review, client request tracking, and partner risk dashboards. For other workflows, describe what you need and FourX builds the micro-app.
Yes. Your client joins the workspace with appropriate permissions. They see real-time status, approve items, and track progress. No more update emails or spreadsheet attachments.
Yes. On-prem, your VPC, or our cloud. Enterprise deployments include white-label branding: your name, logo, colors, and URLs. Includes SSO, SAML, and granular permissions.
All of them. OpenAI, Anthropic, Gemini, or bring your own. Swap models anytime without rebuilding anything. No vendor lock-in.
Built for it. Every AI action is logged. Client data is isolated per workspace. On-prem deployment, review gates, and human-in-the-loop approvals. Your data is encrypted everywhere and never used for training.
Minutes. Install a pre-built solution and your team is working their first queue the same day. For custom workflows, describe what you need and the AI builds the app.