SC
Stratford CPA
AIOS concept
Mission control
Today7Engagements47Clients412Communications18Operations7Firm Brain98%Metrics$312KGovernance42Splash3
Preview environment online
Ferdie Botden
Partner cockpit profile
Back to proposal
AIOS Preview for Stratford CPA Demo
Fictional product experience for the workflows described in the proposal
Proposal
TodayEngagementsClientsCommunicationsOperationsFirm BrainMetricsGovernanceSplash

AIOS preview — a fictional, branded product demo showing how the workflows in the proposal could operate after audit and build scope.

Operations

Operations

Workflow agents, integrations, approvals, and live-run evidence for a future Stratford CPA installation.

Run workflowView run history

Agents online

7 / 7

Concept roster

Workflows running

4

Static demo state

Approval queue

12

Human review

Integrations healthy

6 / 6

Mock health

Agent roster

Document Intake● Online
last action: File index complete
0
Client Communications● Online
last action: Drafts generated
14
Engagement Coordinator● Online
last action: Pipeline updated
6
Governance Watchdog● Online
last action: Controls checked
0

Live run

08:21:14Run started by Document Intake Agent
08:21:16Selected 32 fictional client files
08:21:34Matched 38 uploads at high confidence
08:22:07Queued 6 partner approvals
08:22:20Run in progress
32
Files in scope
38 / 39
Uploads matched
14
Drafts generated
0
Errors
Pause run

Approval queue

2
Draft reminder for T4 slips
Thames Valley Holdings Inc. · 2m ago
Client email
Workpaper checklist
Anderson Holdings Inc. · 6m ago
Workpaper

Integration health

Microsoft 365
Healthy

Mail and calendar sync

SharePoint
Healthy

Document index

Caseware export
Watch

Read-only sync concept