Private AI employees for professional work.
Agentic Desk Solutions builds and manages dedicated AI employees trained around the professional workflows your business needs done.
They can read and reason through sensitive financial records, follow the same defined process every time, and deliver finished, reviewable work without waiting for your team to prompt them through every step.
Each AI workforce runs on a private system dedicated to your business — on-site or hosted and managed by ADS — so your confidential information is processed within a system reserved for your company.
Not another AI assistant. A trained employee with the workflow built in.
Why it's different
One private system reserved for your business.
Critical steps do not depend on someone remembering what to prompt next.
Your team receives work product it can review and use.
Your confidential information is processed within the private system dedicated to your business.
Financial work is one of the clearest places this matters.
Our Private AI Deal Team is the flagship example of what this model can do — not the limit of what it can do.
What your team gets back
Give the AI employee the records and the job. It follows the workflow it was trained to follow, completes everything it can independently, and hands your team a finished result. Your people step in only when genuine business judgment or missing information requires them.
Accounts, periods, entities, values, relationships, source documents — and the gaps, named.
What the records actually support, and what deserves scrutiny.
What supports each issue, what contradicts it, and what information is missing.
For deal work, that includes adjustment, normalization, recurring/non-recurring, compensation, and other economic treatment decisions.
Reported results, approved adjustments, EBITDA and adjusted EBITDA, standalone and consolidated views.
Any important number can be followed back through the analysis to the records that support it.
Why private? Financial records, payroll, tax returns, ownership information, internal reporting, and transaction data are some of the most sensitive information a business has. You shouldn't have to hand that information to somebody else's AI just to benefit from advanced intelligence. ADS gives your business dedicated intelligence reserved for your company, capable of reasoning through that information privately.
Why an AI employee?
A trained AI employee follows the same defined workflow every time. It doesn't get tired of repetitive review, rush because the day is ending, or rely on memory to remember the next required check. Critical steps can be built into the work itself.
Your team can still ask questions, provide direction, add information, and change a decision when needed. But they do not have to drive the job forward one prompt at a time.
Most AI waits for your employee to ask it something. An ADS employee is trained to own a workflow.
How it's delivered
Every ADS workforce runs on a private system reserved for one business. Keep it on-site for maximum physical control, or let ADS host and manage your dedicated system for you. Your team uses the AI through a secure interface. ADS manages the machine underneath.
One private system reserved for your business. Your customer data is never pooled with another company's.
Your people provide information, review work, answer questions, and direct revisions through the private interface. ADS manages the underlying system.
The records your AI employee uses are processed there rather than submitted to a third-party hosted AI provider for reasoning.
Want the technical details? See Privacy & Architecture →
Flagship workforce
Our flagship financial workforce shows what a private AI employee can do when the job itself is built into the system. Five specialized roles work together from beginning to end — Organize → Define → Investigate → Decide → Build. Your team does not have to remember every check or continually prompt the AI through the process. Each role has a defined job, and the workflow moves the work forward.
Role 01 · OrganizeAlso available on its own
Takes every record you have — PDFs, spreadsheets, tax returns, statements, schedules, scans, exports, inconsistent labels, multiple entities — reads it all, organizes entities, accounts, and periods, reconciles overlapping evidence, flags gaps and unreadable pages, and produces one complete, source-traceable financial workbook.
NeverInvents a value the source doesn't support.
Role 02 · Define
Establishes what is defensible to analyze — which entities, standalone or consolidated, which periods the evidence supports, where the fiscal boundaries fall — maps the full account-by-period landscape, and identifies, with evidence citations, exactly what deserves investigation.
NeverClaims a period the records don't support. It tells you exactly what information would be needed to support it.
Role 03 · Investigate
Investigates each question against the evidence: support, contradiction, recurring or not, related parties, source conflicts, the quantifiable amount, missing support — and records a supported finding for every question.
NeverDecides the buyer's economic treatment.
Role 04 · Decide
Decides what a buyer should economically do with established facts: approve, reject, or modify each candidate adjustment; recurring versus non-recurring; replacement compensation; market rent — using public research that never exposes your confidential information.
NeverPerforms the accounting arithmetic.
Role 05 · Build
Builds reported-to-adjusted financials with fixed, repeatable calculations: EBITDA and adjusted EBITDA, standalone and consolidated views, eliminations, reconciliations — and every figure can be followed back to its source.
NeverExercises judgment. Same inputs, same result, every time.
Click any final number and follow it home: adjustment → economic decision → investigation → question → source evidence. If an issue remains unresolved, no adjustment is applied until the missing evidence or business judgment is supplied. The system surfaces the exact question while continuing everything else it can complete independently. Your team can provide new evidence, answer the question, or override a treatment and receive an updated result for review.
Proof
Your business gets dedicated intelligence reserved for your company. Sensitive information can be analyzed without submitting it to a third-party hosted AI provider for reasoning.
If the records do not support a conclusion, the system does not invent one. It identifies what is supported, what conflicts, and what information is missing — while continuing the rest of the work.
Follow the finished financial result through the decision and investigation to the records that support it.
Private client work is never used as public marketing material without explicit permission. Every example on this site is fictional.
The arithmetic
Adding a person means salary, taxes, benefits, recruiting, turnover, and the hours in a day. Adding a private AI employee means a one-time setup and a monthly fee for a dedicated system reserved for your business that works around the clock, keeps institutional memory, and produces finished work your reviewers can check. You decide what that is worth against the hire you would otherwise make.
Beyond the flagship
The Private AI Deal Team is our flagship workforce, and the Financial Records Accountant is available on its own. The same private-AI-employee model can be trained around other professional workflows where sensitive information, repeated judgment, document review, and consistent execution matter — including accounting, financial advisory, underwriting, lending, FP&A, compliance, and other document-heavy work. ADS builds the employee around the job your business needs done.
Next step
Show us the work your team handles today, the information it depends on, and the parts of the process that consume time or require repeated review. We'll map what a private AI employee could take ownership of, where its dedicated system should live, and what it would take to put it to work in your business.
Book an AI Workforce Consultation