Run a portfolio of PSAs in parallel
Each engagement runs in isolation, with its own data, category library and learning history. Confirmed patterns for one client do not bleed into another, and dashboarding monitors progress across the book.
PSA.I gives a professional services team one consistent reviewer workflow for every PSA it prepares, from a single client to a full portfolio.
One workflow across every engagement
- Per-engagement isolation by design
- Portfolio dashboards for progress and risk
- Client-specific category mappings preserved
- Consistent reviewer workflow across engagements
Built for multi-client PSA delivery
Per-engagement isolation
Each PSA has its own data, category library and learning history. Confirmed patterns for one client do not bleed into another.
Portfolio dashboarding
Monitor progress across the book, so you can see which engagements need attention before the deadline does.
Client-specific file layouts
Column mapping handles each client's own finance, payroll, expense or general ledger exports.
Reviewer-in-the-loop workflow
AI suggests a category and a confidence score. Reviewers confirm, override or reassign, and stay in control of every final categorisation.
Defensible audit trail
Every upload, suggestion, override and final categorisation is recorded, supporting governance and HMRC enquiry readiness.
HMRC-aligned output
Produces a grossed-up PSA calculation by benefit type, including Class 1B NIC, for each engagement.
See PSA.I in action
See how PSA.I can reduce review effort and strengthen PSA governance, for a single employer or across a portfolio of clients.
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