AI agents that work as part of your team.
We deliver completed, review-ready accounting
work in hours, not weeks (at a fraction of the cost).
This mirrors the engagement model firms already use with offshore teams. We're not changing behaviours, just the cost base and margin opportunity underneath.
Your team submits a work request via Visory's portal with client context, cloud accounting data access, and job-specific instructions. A structured checklist auto-populates based on the job requirements.
Visory's AI agent fleet processes the job using configured compliance workflows: preparing returns, building working papers, generating financials, and running quality checks.
Complete work packet returned for your firm's self-review, or alternatively Visory's human quality review team checks it before handback. Your choice.
The old model trades time for money. Agent-sourcing trades intelligence for outcomes, changing the economics of your entire practice.
The firms that act now will build structural advantages that late movers cannot replicate. This is a once-in-a-generation operating model shift.
Compliance work is commoditising. Clients expect more value for less. The labour model, where revenue scales linearly with headcount, has hit a ceiling that no amount of hiring can fix.
17,000+ unfilled roles in Australia. 15% fewer graduates since 2018. 75% of CAs/CPAs expected to retire within 15 years. You can't hire your way to growth when the people aren't there.
Firms that adopt AI execution now will deliver at twice the speed, at half the cost. The golden window for early adoption is measured in months, not years. Late movers will compete against firms with fundamentally different economics.
Compare the true cost, capability, and risk profile of your resourcing options. Agent-sourcing outperforms on every dimension that matters.
Ready to see what agent-sourcing delivers?
Register Your Interest →Your humans focus on relationships, judgment, and advisory. Your agents handle execution, quality checks, and data processing. Same org chart. Fundamentally different capabilities.
Every job produces a structured deliverable package that exceeds what offshore teams provide. Immediately usable within your existing Xero workflow.
ATO-ready tax return populated with all schedules, labels, and supporting calculations filled.
Structured PDF and Excel workpapers covering trial balance mapping, reconciliations, depreciation, and adjusting journals.
Draft P&L, Balance Sheet, and Notes to the Financial Statements generated from your Xero data.
Clear documentation of every assumption the agents made, linked to checklist items, for your review and sign-off.
Full transparency on which client and team rules were applied during processing, and how they affected the output.
Year-on-year comparison with material variances highlighted and explained, saving review time.
Every correction, every instruction, every preference becomes a permanent rule. The system learns your practice and client preferences, building compounding value across your firm.
Preferences and instructions specific to individual clients, applied automatically to every future job.
Your firm's standard operating procedures, encoded into the system and applied consistently across every job.
The more jobs processed, the less context firms need to provide. The system gets smarter and faster with every engagement, creating compounding value across your practice.
Everything your firm needs to run agent-sourced compliance at scale. Built in, not bolted on.
Every job returns a complete, review-ready work packet: draft return, working papers, financial statements, assumptions log, and variance analysis — ready for your sign-off.
Automated quality checks run before every work packet is returned: mathematical accuracy, completeness validation, cross-referencing, and compliance rule verification.
Client preferences and firm-wide SOPs are captured as persistent rules. Every correction becomes a permanent instruction, building compounding intelligence across your practice.
Every client gets a persistent knowledge base: industry context, historical patterns, preferences, and relationship notes that inform every agent interaction.
Native connections to Xero, MYOB, QBO, Employment Hero, bank feeds, ATO portals, and more. Agents use these integrations as callable tools within workflows.
Real-time dashboards showing workflow throughput, agent performance, team utilisation, SLA compliance, and margin analysis across your entire practice.
We don't just build agents. We use them. Every workflow improvement comes from running real compliance work through our own practice — in Australia and the US.
Visory services clients directly in Australia and the US. We execute accounting workflows every day for our own business. We're practitioners with ground-truth understanding of back-office workflows, not theorists building from spec sheets.
Our agent fleet is built for the jurisdictions we operate in — ATO compliance and Australian Accounting Standards, plus IRS and US GAAP. Not a generic platform adapted after the fact.
We deliver completed work packets you integrate into your existing workflow. You augment your firm with AI capabilities you can make your own, not a monolithic platform that could disintermediate you.
Whether you're a sole practitioner or a national firm, agent-sourcing scales with you. We're building product-led, white-glove AI capabilities for accounting firms of every size.
We don't just sell agent-sourcing. We use it to power our own practice at visory.com.au, serving real clients with agent-produced work packets reviewed by qualified accountants. Every improvement we make for our own clients feeds directly into what we offer partner firms.
Not a demo. Not a prototype.
This is our production business.
Every workflow is built to current tax authority standards and updated as legislation changes.
Every decision the agents make is logged with reasoning, source data, and rule references.
Add a CPA/CA qualified human reviewer for an additional quality layer on complex returns.
If something isn't right, flag it. Rework within 48 hours is included at no additional cost.
Visory is live and operational. We're onboarding partner firms one at a time to deliver the best possible experience. Register your interest to be considered.