AI is already changing how accounting firms deliver work. Now, Dayshape Agent brings a squad of specialist AI agents to the operational decisions behind that delivery.
Available through Microsoft Teams and Copilot, Dayshape Agent puts specialist resource optimization insight and practical recommendations directly into the hands of resource managers, partners, engagement managers, and firm leaders. Data Insights agents make operational information easier to explore, while Solutions agents go further, diagnosing problems and recommending ways forward.
And one of the clearest examples of what this makes possible is protecting engagement margin.
Understanding whether an engagement will deliver its expected margin is far from straightforward. Performance depends on interconnected factors including fees, hours, grade mix, rates, cost overruns, and the gap between planned and actual delivery. Too often, overruns only become clear at billing, when the work is complete and there's little opportunity to recover lost margin.
With Dayshape Agent, finding out where margin is at risk can be as simple as asking:
"Are any engagements leaking margin?"
The margin optimization agent identifies engagements that need attention, explains what's driving the risk, and recommends targeted changes, including estimates of their potential impact.
Users can question the analysis, test scenarios, and weigh the trade-offs before deciding what to do.
Dayshape Agent brings the data, analysis, and specialist expertise. People bring the client context, delivery knowledge, and professional judgment.
Margin optimization is just one example.
Dayshape Agent applies the same specialist approach to a variety of areas including team building, engagement health, supply and demand, bench capacity, utilization, and client portfolios.
Each agent is designed around a specific resource optimization problem and informed by more than 13 years of working with accounting and professional services firms. That experience matters. It means Dayshape Agent can interpret questions in the context of how firms plan, staff, and deliver work, rather than simply retrieve information.
And using it is straightforward. There's no need to select an agent or know where the information sits. Users simply ask a question, and Dayshape Agent routes it to the right specialist. Agents can also work together as the conversation develops. A resource manager might begin by asking which engagements have unallocated work. Once those engagements have been identified, they can ask Dayshape Agent to build teams for them. The specialist team builder agent then runs Dayshape’s Advise scheduling engine to generate optimized team suggestions for human review and approval in Dayshape.
Making operational information easier to access is valuable. But the bigger opportunity is using that information to understand and solve problems.
Data Insights agents answer questions about schedules, availability, engagements, portfolios, and capacity without requiring users to navigate reports, filters, and dashboards.
Solutions agents go further: they diagnose causes, model scenarios, and recommend practical next steps. Together, they move the conversation from what is happening, to why, to what the firm could do next, while leaving the decision with people.
Take workforce utilization, for example. A resource manager could ask where workloads are creating a risk of burnout while capacity sits unused elsewhere. The utilization and bench intelligence agent identifies overloaded and underutilized teams and resources, highlighting where attention is needed and uncovering opportunities to rebalance work.
Resource managers face complex decisions that demand more than access to information.
Dayshape Agent puts specialist resource optimization expertise at their disposal, recommending best-practice solutions to challenges across capacity, availability, utilization, skills, staffing gaps, and engagement health.
It builds on their expertise with in-depth analysis and best-practice recommendations, helping them assess a broader range of practical options and weigh the trade-offs before deciding how to act.
That support extends beyond resource management.
Through Teams and Copilot, partners, engagement managers, and firm leaders can draw on Dayshape’s resource intelligence without needing to be Dayshape specialists or rely on the resource management team to find and interpret information for them. They can explore portfolio performance, capacity, utilization, margin, and demand, identify engagements needing attention, and assess recommendations directly, without waiting for a report to be prepared.
The launch of Data Insights and Solutions agents establishes an AI framework that will continue to grow.
More specialist agents will be added over time, building on the same principle of tackling valuable operational problems with purpose-built expertise. This means expanding the range of operational challenges they can help firms address.
Autonomous agents, planned for mid-2027, will add another layer. They’ll work proactively in the background, identifying emerging risks and opportunities and bringing them to the right person’s attention.
A partner could, for example, receive a regular view of engagements in their portfolio that are moving over budget, along with the factors that need attention. People will continue to decide what action should be taken.
This creates a path from easier access to information, through analysis and recommendations, toward proactive operational intelligence that helps firms respond earlier.
See Dayshape Agent in action
Dayshape Agent brings resource data, specialist expertise, and practical solutions together in the flow of work.
It helps firms protect engagement margin, make better use of capacity, improve workforce utilization, and give decision-makers a clearer understanding of the options in front of them.
Book a demo to see the margin optimization capability and the wider squad of Dayshape agents in action.