Accounting Firm Operations

Engagement risk, KYC, billing exceptions — all documented before they become problems.

Deadline risk triage, client onboarding KYC, time and billing exceptions, engagement letter routing — operational compliance for the firm.

Accounting firm operations span dozens of concurrent engagements. Parity tracks deadline risk, KYC status, and billing exceptions across all of them — automatically.

Flows

What Parity runs for your team

Each flow takes your inputs, applies the policy, and returns a decision with a complete evidence record.

Engagement Deadline Risk Triage

You provideFiling deadline, deliverable status, days remaining, engagement complexity
Parity returnsRisk level, partner escalation flag, extension recommendation
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Client Onboarding KYC Check

You provideEntity type, beneficial ownership data, PEP/sanctions status, industry risk
Parity returnsLow/medium/high risk tier, enhanced due diligence flag, onboarding approval
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Time & Billing Exception Routing

You provideHours logged, budget remaining, write-down request, approval authority
Parity returnsAuto-approved / partner review required, client communication flag
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Engagement Letter Routing

You provideService scope, fee agreement, signature status, engagement start date
Parity returnsCountersigned / pending / escalated, kickoff gate flag
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Pricing

What manual processing costs

Manual review

$2–4

per decision at $45/hr average — before errors, rework, and compliance risk

Parity

$0.50

per run at volume — with a complete evidence record on every one

First 10 runs free. No credit card required. Start now →

Evidence record on every decision

Every Parity flow produces a timestamped, shareable evidence record — inputs, outputs, decision rationale. Auditable by anyone, anytime.

Start running flows in minutes

10 free runs. No credit card. No setup required.