Governed platform
Deploy agents. Govern outcomes.
Start with proven workflows, test quality before rollout, and scale AI across service lines with approvals and client-level controls built in.
Why it matters
Move from AI pilots to repeatable delivery.
FourX helps teams turn focused workflows into controlled, repeatable ways of working across practices.
Proven workflows
Start with repeatable work like evidence requests, workpapers, tax workbooks, diligence reviews, and client updates.
Client-level control
Keep client files, requests, approvals, and outputs scoped to the right team and role.
Team and role access
Scope people, files, agents, templates, and outputs by workspace, role, team, and action.
Controlled access
Decide what each agent can read, prepare, update, or send inside a workflow.
Approval workflows
Route exceptions, comments, approvals, and partner decisions through the delivery record.
Complete work record
Keep source files, AI actions, approvals, and final outputs connected from request to sign-off.
Platform architecture
Scale what works across the firm.
Move one successful workflow into more teams, service lines, and governance needs without rebuilding from scratch.
Workflow catalog
Organize approved workflows by service line, owner, team, controls, and release status.
Quality before rollout
Test AI work against examples, expected outputs, review criteria, and edge cases before rollout.
Controlled rollout
Move workflows from draft to live with approvals, versions, rollback, and retirement.
Firm systems
Connect document stores, spreadsheets, data rooms, CRMs, workflow tools, and internal apps.
Visibility at scale
Track adoption, exceptions, turnaround time, quality trends, and workflow outcomes across teams.
Enterprise readiness
Manage ownership, access reviews, vendor review, model choices, controls, and environments.
FAQ