Workflow builder
Visual canvas for steps, branches, loops, parallel paths.
Features
Everything you need to orchestrate engagement work.
Accute is built around the way firms actually work — recurring engagements, multi-step workflows, AI-assisted steps, human approvals, and rigorous audit trails.
Agent steps
Drop in Luca, Cyloid, Audric, or any custom agent as a step type.
Approval gates
Pause for reviewer sign-off; capture rationale on every decision.
Multi-entity scope
Run the same workflow across every client without forking templates.
Versioned templates
Templates evolve safely; in-flight engagements keep their original logic.
Audit trail
Every input, output, and reviewer decision is logged and exportable.
System integrations
Read from / write to your accounting, document, and email systems.
Assignments & SLAs
Route steps to teammates, track SLA, surface overdue work.
Recurring engagements
Quarterly close, monthly bookkeeping, annual audit — all on schedule.
Webhooks & API
Trigger workflows from any external event; pipe outputs anywhere.
Document attachments
Workflows carry their documents; the client portal sees the same files.
Live dashboards
See what's running, what's stuck, what's done — at any granularity.