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Scope a new engagement
Pricing calculator and 12-month plan generator. Output: engagement brief.
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Track active engagements
12-month milestone checklists per engagement. Hours, status, notes.
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Browse templates
Workpaper templates filtered by Big 4 firm and T-stage.
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Open the playbook
Configuration guide: scoping, design, remediation, testing, filing.

Active pilots

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Part of the Optro family
Practice is the internal operations surface. The customer-facing surfaces are: Velocity (the AI-native self-serve setup wizard customers use before they buy Practice) and Benchmark (the peer comparison dashboard customers use during their engagement to argue for budget). Same Helios Robotics, three different surfaces, one operating model.