OVERVIEW

Nagaris is reshaping how Australian accounting firms engage clients. Its platform simplifies onboarding across family groups, supports real-time business validation and compliance processes, and creates connected workflows from the moment a client signs.

With integrations across the systems accounting firms use every day, Nagaris had already established a rich foundation of connected client and practice data. The next step was to make that information easier to access and act on through AI.

Data Army partnered with Nagaris to develop the supporting agent and retrieval capabilities. Together, the teams introduced a natural-language experience through which users can find authorised information and initiate supported workflows across connected systems.

The initial capability moved from project commencement to production within four months.

Learn more about Nagaris.

THE OPPORTUNITY

Nagaris saw an opportunity to extend its connected platform with practical AI capabilities designed around the everyday work of accounting firms.

The solution needed to:

• help users find relevant information using natural language;
• ground responses in authorised business data;
• support actions across approved platform services;
• operate appropriately in a data-sensitive accounting environment;
• integrate cleanly with the existing Nagaris experience; and
• provide a foundation for new capabilities as the product evolves.

THE DATA ARMY SOLUTION

Data Army worked with Nagaris to design and implement the data and AI architecture supporting the new capability.

A customised agent built using AWS Bedrock coordinates a broad set of tools for information retrieval and supported actions. Rather than operating as a standalone chatbot, the agent is embedded within the Nagaris platform and connected to relevant services and workflows.

Retrieval-augmented generation is supported by Snowflake Cortex. Vector search over approved data helps ground the agent’s responses in information available through the Nagaris environment.

The architecture also provides a consistent framework for introducing further tools and workflows over time. This enables Nagaris to expand the agent’s capabilities as new accounting use cases emerge.

PROJECT OUTCOMES

The project established a production foundation for agentic AI within Nagaris, including:

• an AI experience integrated directly into the Nagaris platform;
• natural-language retrieval across selected, authorised information;
• responses grounded in governed business data;
• support for AI-assisted actions across approved services;
• an extensible framework for additional tools and workflows; and
• production deployment within four months of project commencement.

For accounting firms, the capability creates a more direct way to navigate information and complete supported tasks. For Nagaris, it provides a foundation for continuing to introduce AI into client engagement and practice workflows.

FROM CONNECTED DATA TO AGENTIC WORKFLOWS

The engagement combined Nagaris’s established accounting platform and product expertise with Data Army’s specialist capabilities in data architecture, retrieval and production AI.

By embedding agentic capabilities into an existing product and grounding them in authorised data, Nagaris and Data Army created more than a conversational interface. They established a practical foundation for AI that can assist users within the context of real accounting work.