AI for
Professional services
Build the firm that runs on AI.
The AI workbench for the next generation of professional services.
Built for partners, CIOs, and risk leaders modernizing service delivery across professional-services firms.
Files, questions, numbers, and decisions spread across tools. FourX brings them into one governed workspace so teams can deliver with speed, quality, and control.
How FourX works
Give every engagement its own AI workbench.
Bring files, questions, workpapers, approvals, and final records into a governed space built around the work.
Bring the files, questions, workpapers, approvals, and final record into one shared workspace.
Shared workspace
Partner control
Client workspace
AI preparation
Files and workpapers
Partner review
Review history
Enterprise 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 teams already do.
Begin with recurring, review-heavy work: collecting inputs, preparing deliverables, answering review notes, and getting partners ready to sign off.
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 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 engagement.
Spreadsheets, documents, slides, PDFs, and data stay connected from first input to final sign-off.
FAQ