For professional-services firms
AI-native engagement delivery
The AI-native way to run engagements.
Run audit, tax, diligence, and advisory workflows with AI preparation, expert review, and a complete engagement record.
Built for teams where every file, judgment call, approval, and deliverable matters. ISO 27001 certified.
Engagement delivery still depends on files, spreadsheets, review notes, and partner judgment. Generic AI can help individuals move faster, but it does not run the engagement or preserve the record.
How FourX works
From scattered effort to repeatable delivery.
FourX gives each engagement its own AI-powered operating layer, so the work can move from intake to review to final output without losing context.
Every engagement becomes a system: context, AI preparation, expert judgment, and delivery history moving together.
Engagement layer
Expert control
Context
AI preparation
Evidence
Expert review
Decision history
Security
One place for client work
Keep files, requests, drafts, reviews, approvals, and outputs together by engagement or workflow.
AI that prepares work
Agents check files, draft workpapers, update trackers, summarize evidence, and flag open items.
Professional review
Managers and partners review exceptions, apply judgment, and decide what is ready for the client.
Defensible records
Keep methodology, review notes, approvals, and final decisions attached to the work.
Governance
Control access, review history, approvals, and AI activity inside each client workflow.
Where firms start
Start with the work your teams already repeat.
FourX is built for review-heavy workflows where quality, speed, and traceability matter.
Built for review
Speed and control, no trade-off.
The system of delivery and the system of control are the same, so teams move faster without losing context, review history, or the record.
Review history
Drafts, comments, approvals, open items, and final decisions stay connected to the work.
Access control
Scope files, requests, agents, reviewers, and outputs by client, workflow, and role.
Enterprise security
ISO 27001 certified, with audit logs, identity controls, permissions, and review history.
Partner sign-off
Every approval, override, and final decision is captured with who decided and when.
Files and deliverables
One platform for the work behind every professional-services engagement.
Spreadsheets, documents, slides, PDFs, and data stay connected from first input to final sign-off.
FAQ