Industries

Sovereign AI for professional services. Level the playing field.

Consultants, auditors and accountants are expected to deliver Big 4 quality across ever more complex reporting, with smaller teams and tighter margins. ORCA Opti gives independent and mid-tier firms governed AI, automated audit and built-in ESG and modern slavery reporting inside your own Microsoft 365, so you can play to the full market without the overhead.

The reality on the desk

More work, more reporting, fewer hands

Clients want more for less. Reporting keeps widening. Audit windows keep tightening. The talent market keeps tightening too. Mid-tier and independent firms carry the same expectations as the largest firms, with a fraction of the back office.

Competing against the Big 4

Mid-tier and independent firms are expected to deliver the same quality, depth and turnaround on smaller teams and tighter margins.

Audit evidence is a constant chase

Working papers, supporting documents and version control eat hours every engagement, and the client always sends the wrong version.

ESG, modern slavery and climate keep widening

What was a checkbox five years ago is now a structured, mandatory and ever-growing report at every level of the organisation.

Talent shortage on every desk

Skilled accountants and consultants are scarce and expensive, pulled into low-value document hunting instead of the expert work they were hired for.

Your AI safe zone

Sovereign AI for your firm and your clients

Opti Assist runs inside your own Microsoft 365 environment. Engagement teams ask natural-language questions of your methodology, templates, working papers and client materials and get instant, source-cited answers. AI Guardian sits in front of every prompt, blocking client-confidential information from leaving your tenant. Your firm's data, and your clients' data, stay yours.

Client data stays in your tenant

Engagement files, working papers and correspondence never leave your Microsoft 365 environment and are never used to train external models.

AI Guardian inspects every prompt

Client-confidential, privileged and sensitive content is blocked before it reaches any AI model.

Drafts faster, reviews quicker

Drafts deliverables, partner review notes, follow-up questions and client letters from your own methodology, with citations back to source.

Aligned to professional standards

AI governance built to ISO/IEC 42001, ready for the next CA ANZ, CPA, Law Society or member firm review.

ESG and modern slavery, end to end

From data intake to board-ready report

ORCA Opti captures the raw data once and rolls it up cleanly to every reporting layer. Supplier due diligence feeds your modern slavery statement. Operational energy, water and waste feed your ESG and climate disclosures. Workforce data feeds your social reporting. The same structured records flow up to operational dashboards, executive packs, board reports, investor disclosures and regulator submissions, without parallel data sets.

Supplier and value chain intake

Structured supplier onboarding, due diligence questionnaires and ongoing monitoring capture the modern slavery and ESG data you need, once.

ESG metrics from operational records

Energy, water, waste, emissions, diversity and health data captured at source and mapped to GRI, ISSB and IFRS S2 disclosures.

Reporting at every level

The same records roll up to operational dashboards, board packs, modern slavery statements, sustainability reports and regulator submissions, without parallel data sets.

Audit-ready disclosures

Every number traces back to its source record, with the supporting evidence and approvals attached, ready for assurance.

Audit automation

Internal audit built in. External audit automated.

Stop running audit programs out of spreadsheets and shared inboxes. ORCA Opti gives you a built-in internal audit tool and external audit automation, so evidence is collected, mapped and reviewable from one place. Less waiting on people, more time on the expert review and recommendations that actually earn the fee.

Built-in internal audit

Risk-based audit planning, working papers, findings and recommendations tracked end to end, with the audit trail captured across every engagement.

Evidence collected automatically

Evidence is captured from the source systems and the audit trail, not chased by email. No more 'can you resend that document?'

Review the audit trail directly

Auditors review the structured record instead of reconstructing it, cutting complexity and turnaround time without cutting rigour.

More expert review, less admin

Routine evidence collection and population testing is handled by automation, so partners and seniors spend their time on the judgement that earns the fee.

Who it is built for

Built for advisors at every scale

From independent practitioners and boutique consultancies to mid-tier accounting and audit firms, law firms and larger advisory groups, ORCA Opti scales with you.

Independent practitioners and boutiques

Stand up the methodology, templates and AI assistant of a much larger firm, with the audit trail to back the work.

Mid-tier accounting, audit and advisory firms

Compete on quality, turnaround and depth with the largest firms, without scaling overhead and back office.

Law firms and legal advisors

Sovereign AI inside your tenant, with privilege, AML/CTF Tranche 2 and conflict-of-interest controls supported.

Larger consulting groups

Standardise methodology across teams and offices, with one sovereign system for client work, ESG, audit and AI use.

Level up. Without scaling overhead.

Stop choosing between quality, speed and margin. Bring sovereign AI, ESG and modern slavery reporting, internal audit and external audit automation into one secure system inside your own Microsoft 365, so your team can play to the full market and your firm can earn the next engagement.

See Where You Stand

Join our mailing list

News and updates from ORCA Opti.