Your firm's knowledge, on every client file

Agentwork connects to your firm's Outlook, Teams, SharePoint, and accounting systems, and answers questions about clients, engagements, and past year-ends, with sources you can check. When it isn't written down, it asks the colleague who knows.

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How it works

1. Connect

   Bring engagement letters, working papers, and client emails into Agentwork from Microsoft 365 and your accounting systems.

2. Remember

   Agentwork turns information from client files and conversations into a shared memory of your firm's work.

3. Act

   Use that memory to resolve conflicting client information, share engagement context, and coordinate work across your firm.

Every client, every year-end. Everything your firm knows.

• Prep for a client meeting — “Brief me on Halvorsen ApS before Thursday's year-end meeting”
• Check the engagement scope — “What does our engagement with Arden Foods cover this year?”
• Pick up where last year ended — “What adjustments did we make on Brightwater's annual accounts last year?”
• Find the firm's approach — “How do we usually treat holiday pay accruals for hospitality clients?”
• Find the expert — “Who has handled transfer pricing for a Danish subsidiary before?”
• Find the right template — “Where is our latest going-concern memo template?”
• Ramp up on a client file — “I'm new on the Keller GmbH file. What should I know before starting?”
• Chase what's missing — “Which documents are still outstanding from Solberg & Co for year-end?”

Sourced answers, client files kept with the right people, and knowledge that carries over every year-end

• Answers you can verify — Every response links back to the exact letter, working paper, or email, so you can check it
• Two-factor authentication — Two-factor authentication and permission-aware access keep client files with the people who already have access to them
• Smarter with every year-end — It keeps learning from your connected tools and every question your team asks.
• Repeatable workflows — Schedule recurring tasks like a weekly overview of outstanding client documents.

Shared knowledge for the team. Private knowledge that stays yours.

Agentwork connects in two layers: shared sources everyone can see, and private ones each employee connects through their own account — private data never surfaces in someone else's answer. The boundary is enforced in code, not the model's judgment.

Integrations: Microsoft 365, Outlook, Teams, SharePoint, Word, Excel, Xero, DATEV, Pleo, Numina, HubSpot, Salesforce, Fireflies, Granola.

Keep using the AI tools you know

Connect them to Agentwork to find answers across your team's tools, without switching apps.

Protected by design. Governed by default.

• GDPR compliant — We are GDPR compliant, with strict access controls on data synced from your connected tools.
• End-to-end encryption (in progress) — We're working toward end-to-end encryption. Data is encrypted in transit today, and integration credentials are never stored in plaintext.
• SOC 2 & ISO27001 (in progress) — We're working toward SOC 2 and ISO 27001 certification.

Trust center

Questions

Which tools does Agentwork connect to?

Agentwork connects to Slack, Notion, Google Workspace (Drive, Docs, Sheets, Slides, Gmail, and Calendar), Microsoft 365 (Outlook mail and calendar), Fireflies, GitHub, GitLab, Linear, Atlassian (Jira and Confluence), HubSpot, Attio, Stripe, Shopify, PostHog, Mixpanel, Google Ads, LinkedIn Ads, Granola, Pleo, Numina, Oneleet, n8n, and Semrush. You can also connect AI tools to Agentwork through the Model Context Protocol (MCP). We work on adding new integrations every day.

Can staff see client files they aren't assigned to?

Only if they can already open them. Agentwork follows the access rules your tools already enforce, so someone who can't open a client folder or channel today won't get answers drawn from it.

How do we find how the firm handled something before?

Ask in plain language, like “How do we usually treat holiday pay accruals for hospitality clients?” Agentwork searches technical notes, working papers, and past client files across your tools and links to the exact documents.

What happens when the answer isn't written down anywhere?

It doesn't guess. Agentwork works out which colleague is most likely to know and, once you approve, sends them one short, specific question. Their answer is saved, so the next person on the file gets it instantly.

Is client data used to train AI models?

No. Your data is encrypted in transit and only processed to answer your team's questions, never to train shared models. Agentwork staff access for support and debugging is off unless your organization enables it. Limited human access may also occur with your consent or when needed for security or legal compliance. You can disconnect any source or delete everything at any time.

Where does our data live?

We host Agentwork in the EU/EEA. Some providers may process personal data elsewhere under an adequacy decision or safeguards such as the EU Standard Contractual Clauses. We process connected content to provide Agentwork, including answering your team's questions, and never use it to train shared models. It's encrypted in transit, integration credentials are never stored in plaintext, and we're working toward end-to-end encryption for data at rest. Agentwork staff access for support and debugging is off unless your organization enables it. Limited human access may also occur with your consent or when needed for security or legal compliance. You can disconnect any source or delete everything at any time. A current list of sub-processors is in our data processing agreement (DPA), available on request.

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