Digital Accountancy Matchmaking

Driving Seamless Data Integration and Actionable Insights.

Richardsons Group is seeking innovative solutions to address critical data integration challenges. The firm currently relies on legacy compliance software, acting as a basic CRM system, alongside multiple disconnected platforms including emails, network folders, SharePoint, spreadsheets, Xero (for internal finance), and external sources like Companies House and HMRC.

None of these systems communicate efficiently, resulting in fragmented data and operational inefficiencies. While off-the-shelf alternatives have been explored, limitations around flexibility and scalability have prompted an investigation into more customised solutions.

Richardsons is particularly interested in technologies that can unify data across platforms — potentially using tools like Power BI — to enable seamless integration, visualisation, and actionable insights. They are looking for robust, scalable, intuitive, and cost-effective solutions that can simplify workflows and support smarter, data-driven decision-making.

Enhancing Client Relationships through Data-Driven Insights.

Gravita, a tech-enabled Top 35 accountancy practice, is committed to transforming the profession by leveraging AI and emerging technologies. As the firm evolves towards more proactive and informed advisory services, Gravita is seeking innovative solutions that enhance the people and relationship side of accounting.

They are particularly interested in technologies that use financial and non-financial data to deliver proactive insights and suggestions — helping strengthen client relationships, improve communication, and create a more personalised, engaging client experience. Solutions should integrate seamlessly across multiple locations and support Gravita’s teams in delivering exceptional advisory services.

Transforming Compliance, Customer Experience, and Operations through AI.

PwC is a global professional services firm operating at the intersection of business, technology, and regulation. Drawing on deep industry expertise, PwC helps clients simplify regulatory complexity, modernise compliance functions, and unlock the potential of data to drive transformative outcomes.

PwC is seeking innovative solutions across four key domains:

• Risk and Compliance – Leveraging explainable AI to automate anomaly detection, predict fraud, and streamline regulatory reporting with transparency and confidence.
• Customer Experience – Delivering hyper-personalised, real-time customer journeys using advanced machine learning and rich customer intelligence.
• Operational Efficiency – Applying GenAI and machine learning to modernise back-office operations, reduce cost-to-serve, and enhance decision-making.
• Workforce Transformation – Empowering employees with AI-driven insights to boost productivity, close skill gaps, and deliver personalised learning at scale.

Integrating Sustainability into Accounting Practices

Ridgefield Consulting is an independent firm of chartered accountants based in Oxfordshire. Our core client base is made up of small businesses, yet there is a substantial overlap between our business clients and private tax clients. We are interested in developing an app or software product that can add further value to our services by transforming accountancy into more of a retail product or retail experience for the client.

Vision for success through integrity, timeliness, and innovation.

James Cowper Kreston are seeking an AI solution that will assist us to anticipate and meet client needs and requirements based on information held about clients on a range of different IT platforms. The firm already uses robust systems and software but wish to integrate their data to improve operational efficiency and deliver proactive support to our clients.

The solution must consider visibility and collaboration and support the firm’s continued growth while sustaining data security and regulatory compliance.

Revolutionising the Accountancy Engagement Lifecycle

KPMG is looking to reimagine how professional services firms manage the full engagement lifecycle—placing automation, intelligence, and innovation at the heart of the process. From first client contact to ongoing compliance, they aim to streamline workflows, reduce manual effort, and unlock greater value for both clients and professionals.

They’re seeking scalable solutions that can transform key stages of this journey—whether it’s smarter onboarding, automated proposal generation, enhanced compliance, or real-time regulatory monitoring. They’re especially interested in solutions that blend technology with human insight to enhance decision-making, maintain consistency, and proactively manage risk.

KPMG is excited to collaborate with innovators who can bring practical, AI-enabled solutions that support—rather than replace—professional judgment, helping make accountancy smarter, faster, and future-ready.

Smarter Budgeting and Forecasting for SMEs

Ad Valorem, a forward-thinking accountancy and advisory firm, is committed to redefining financial stewardship for SMEs by embracing advanced technologies that deliver transparency, accuracy, and insight. As part of its ongoing commitment to helping business owners make better-informed decisions, Ad Valorem is seeking a truly smart budgeting and cashflow forecasting solution.

They’re looking to move beyond clunky spreadsheets and overly complex tools, towards a more intuitive, intelligent approach. The goal is to make forecasting accessible and meaningful—helping SME owners clearly see where they stand, where they’re going, and how to get there.

Ad Valorem is particularly interested in solutions that blend automation with insight, reduce manual effort, and support collaborative planning between advisors and clients. Transparency is essential – users should be able to understand the assumptions behind the numbers and trust what they see. It’s about enabling better conversations, clearer decisions, and more confident financial management for growing businesses.

Elevating Client Experience through Innovation

Forvis Mazars is looking to explore what the future of client experiences looks like and how exceptional value can be delivered through technology. The firm is committed to transforming the client experience by leveraging AI to enhance every stage of engagement—from initial contact to tailored propositions, service delivery, and generating valuable insights.

Key areas of focus include leveraging technology to enable more personalised and meaningful client interactions, applying AI to generate actionable insights from data, and developing intelligent systems that tailor service offerings to individual client needs—all aimed at improving decision-making and delivering greater value.

Forvis Mazars is seeking scalable solutions that blend technology with human expertise to enhance decision-making, maintain consistency, and proactively manage risk. The firm aims to collaborate with innovators who can bring practical, AI-enabled solutions that support—rather than replace—professional judgment, helping make the client experience smarter, faster, and future-ready.