A working concept — sample data, no logins
Every client. Every deadline. Every document.
MCP-AI is a practice-intelligence layer imagined for McCulloch & Partners — one screen over the systems the firm already runs, with AI that drafts and people who decide.
Sits beside — never replaces — FYI Elite · Xero · Microsoft 365 + Copilot · IRD myIR
The demo firm, right now
48
clients across 4 offices
4
at risk — every one explained
$9.25
Fonterra 26/27 midpoint, slider-ready
0
emails sent without a human approving
Open it on your phone
Same sample data, no login — scan and explore.
Six modules, one layer
Compliance Radar
Every client × the real NZ tax calendar — GST, provisional, terminal, returns, FBT — with a tested rules engine and a “why this status” trail for every flag.
Client Insight
Xero-shaped financials with plain-English commentary, anomaly flags, and a live dairy payout scenario slider built for an agribusiness client base.
Document intelligence
Drop an IRD notice, a bank facility letter, an agreement — ask questions, get answers cited to the exact page and passage.
Inbox triage
Inbound client email classified, key details extracted, replies drafted and tasks suggested — a human approves everything before it moves.
Reports & impact
Deadline pressure, filing progress and an honest hours-saved model with its assumptions printed on the card.
Ask MCP-AI
“Which clients have provisional tax due before 28 August and haven't sent records?” — answered with a table, from the firm's own numbers.
Human-in-the-loop by design
AI drafts; the team approves. Every action lands in an audit trail with who, what and when.
Dates accountants can check
The tax calendar is a tested rules engine — 15 January and 7 May exceptions, working-day shifts, Schedule 3 instalments — not hand-typed dates.
Zero credentials, honestly labelled
Everything simulated is badged as simulated. The production swap-points are already built into the code.