Your specialist software knows the numbers are right. D2R proves the process was right.
For accounting firms, advisory practices, legal teams, and insurance brokers who need structured, consistent, provable processes - without replacing the tools they already use.
Your processes work because one person remembers how.
Critical processes live in Word docs and email
Client onboarding, KYC checks, compliance declarations, annual reviews - they all run on templates, email threads, and institutional memory. There's no proof they were completed correctly. When someone leaves or is away, the process goes with them.
Quality reviews and PI renewals are uncomfortable
Your quality reviewer asks "how do you ensure KYC is completed consistently?" Your PI insurer asks "can you demonstrate your compliance processes?" The honest answer is: you have confidence, but not evidence.
Growth makes inconsistency worse
When you had 8 staff, everyone knew the process. At 18 staff, senior people do it right and junior people miss steps. At 30 staff, you have three different versions of the same process and no visibility into which one is running.
Structured processes. Consistent execution. Provable to anyone who asks.
From zero documented processes to running in minutes
Most professional services firms have never formalised their processes. D2R's AI Process Builder changes that - describe what your team does in plain language and receive a structured, runnable process immediately.
- Describe your client onboarding in plain language - get a structured process back
- No process design experience needed
- Run it immediately or refine it in the visual designer
- New staff follow the process from day one - no more relying on memory
D2R works alongside your specialist software
BGL, Class Super, MYOB, Xero, Karbon, practice management systems - they're excellent at what they do. What they can't do is govern the process around the work.
- Specialist software handles the technical work inside each engagement
- D2R governs who reviewed the file, who signed off, and whether the right steps happened
- After 50 client files, D2R shows you which step takes longest and where the bottleneck is
- Your tools stay. D2R adds the layer they're missing.
Who does what
A Completion Certificate for every client file
Every completed process run generates a formal certificate - timestamped, attributed, and exportable. Show it to your quality reviewer, your PI insurer, or your managing partner.
- Process name, version, responsible and accountable owners
- Start and finish timestamps with total duration
- Full Material Changes (Audit) log on Professional tier
- Exportable for formal use
- Evidence that the process was followed - not just that the numbers are right
| Step | Name | Completed | Actual | By | Evidence |
|---|---|---|---|---|---|
| 1 | Run startedInstance opened from approved template | 02/05/2026 · 8:12 AM | Complete | Daniel Okonkwo | 1 file |
| 2 | KYC documentation verified6d 4h 18m actual | 08/05/2026 · 12:30 PM | Complete | Lina Nguyen | 4 files |
| 3 | Privacy attestation recorded2d 51m actual | 10/05/2026 · 1:42 PM | Complete | Samira Reyes | 0 files |
| 4 | Run completeCompletion certificate generated | 06/06/2026 · 9:19 AM | Complete | Daniel Okonkwo | 0 files |
Consistency you can see - and prove
D2R's dashboard shows you how every process performs across every run. Spot variance between staff, identify which steps consistently take longest, and track improvement over time.
- Average cycle time, completion rate, and overdue tracking per process
- Run Timeline comparing every instance side by side
- See which staff complete processes fastest and most consistently
- The data to have the resourcing, training, or improvement conversation
Processes professional services firms run in D2R
These are examples. Describe any process in plain language and D2R builds it for you.
Your practice has grown. Your process infrastructure hasn't.
When your firm was smaller, processes lived in people's heads and that was fine. Growth, staff turnover, and increasing compliance obligations have changed the equation. The cost of inconsistency is no longer theoretical - it shows up in quality reviews, PI insurance renewals, and client complaints.
Quality review ready
When the reviewer asks how you handle KYC, show them the Completion Certificate - not a folder of emails.
PI insurance defensible
Demonstrate to your insurer that you have formal, documented, consistently executed compliance processes. Every run, evidenced.
Staff turnover resilient
When someone leaves, the process stays. New staff follow the same structured workflow from day one. Knowledge lives in the system, not in someone's head.
Built for partners and practice managers who need to prove the process was right.
- Quality review flagged KYC as "ad hoc and variable"
- Built her client onboarding process in 20 minutes with AI Process Builder
- Upgraded to Professional before the trial ended - needed the full audit log
- Runs client onboarding, SOA preparation, and annual review processes in D2R
- Single decision-maker - signed up on Starter, paid from day one
- Exploring multi-branch rollout with the national managing partner
- Standardised client onboarding across all branches
- Uses Run Dashboard to compare cycle times between offices
- Professional plan with multi-branch expansion in discussion
Ready to see how your processes
actually run?
Designed to run. Built to prove it.