Applied AI for accounting firm business development.
At a large accounting firm, work on a prospective or existing client can begin with a referral or formal pursuit. It then passes through independence, client and engagement acceptance, pricing, engagement terms, and recurring work. We embed with business development, client development, and RevOps to build agents that keep the approved history current while partners and risk teams retain professional judgment.
The relationship can span the firm.
A referral or RFP in one office can sit beside recurring engagements and other pursuits for the same client across the firm. Current agents can prepare one brief and still lose prior decisions, permissions, and active work when the client appears again.
Salesgraph keeps the approved client history and next action together. Relationship partners, service line leaders, and business development build the client relationship and decide how to pursue the work.
Independence and acceptance determine whether a pursuit can proceed.
A new service, ownership change, transaction, or reporting requirement can require another independence or risk review. Independence and client and engagement acceptance determine whether the firm can proceed.
Salesgraph uses only the client and engagement information permitted for business development and client growth. It records completed reviews, keeps outstanding approvals with the pursuit, and stops when the firm's process requires a decision.
Salesgraph has no blanket access to engagement workpapers and does not decide which professional service a client needs.
Approved scope and terms continue into the engagement.
A client may revise the scope, team, timing, or fee after the first proposal. Approved experience and pricing assumptions stay current, while completed, outstanding, or reopened reviews remain attached to the pursuit through the engagement letter and onboarding.
Salesgraph keeps the approved scope and commercial terms with the engagement handoff. Business development, client development, and RevOps can see the next required action.
The firm determines whether the service is permissible and approves client and engagement acceptance, staffing, scope, fees, engagement terms, and client-facing commitments.
Recorded outcomes inform future client development.
The firm may win or lose a pursuit, accept or decline an engagement, or later approve a scope change, reappointment, or renewal. A firm-recorded reason lets Salesgraph distinguish why the pursuit or engagement ended.
Where permitted, client feedback and the engagement's WIP, collections, realization, and billing arrangements add context for renewal or expansion. Salesgraph uses those records to change what it retrieves and recommends for later client development.
The firm can compare agent-run work with accepted engagements, recurring work, and client growth rather than briefs produced. Client service and finance own the underlying work and financial records.