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Fintech · Agentic AI operating layer · Project 03

An agentic AI operating layer for Progress Group, an integrated financial services firm: one orchestrator directing specialist agents across nine service verticals, with structural business rules, a forensic audit trail and a person approving every action.

Read the case study
Progressiv AI on desktop and mobile: a financial overview with cash flow, AI insights and recent transactions
Client
Progress Group · Integrated financial services
Scope
9 service verticals · 4 internal departments
Build
Orchestrator · Agent estate · Audit layer · Portal
Stack
LangGraph · MCP · Karbon · QuickBooks · Microsoft 365

Project impact

Every hand-off automatic, every rule enforced, every decision on the record.

The brief

Progress Group runs nine service lines under one roof: bookkeeping, corporate tax, personal tax, insurance and risk, wealth management, fractional CFO advisory, mortgage, real estate and estate planning. Each had its own team, its own procedures and its own corner of the firm's systems.

The firm wanted an AI operating layer as internal infrastructure: agents doing the repeat work inside every vertical, the hand-offs between them happening automatically, and every rule that protects clients and the firm enforced by the system rather than by memory.

About this case study

All screens use sample names and figures; no client or financial data from the firm is shown. This case study describes the platform we designed and built, not measured business results.

The deliverables

  1. 01

    Honeycomb orchestrator

    The supervisor that routes work across nine verticals and four departments, runs the cross-sell engine and keeps one master client record.

  2. 02

    Agent estate

    Specialist agents for every service line's standard procedures, plus sales, marketing, HR and IT agents under the same rules.

  3. 03

    Forensic audit layer

    An immutable audit log with role-based overrides and the firm's business rules enforced in the structure itself.

  4. 04

    Progressiv AI portal

    My day, agent map, invoicer, analytics, org tree, approvals and chat, with a weekly digest for leadership.

Platform features

How the system creates value in practice

Nine verticals, one brain

Bookkeeping, corporate tax, personal tax, insurance and risk, wealth management, fractional CFO advisory, mortgage, real estate and estate planning, all coordinated by one orchestrator.

Rules before prompts

Wherever a rule can be written as code, it is. A language model is used only where it earns its place, because a rule you can read is cheaper to audit than one you have to prompt.

A person approves

Agents draft, route and flag. Department heads approve in the channel they already use, and every action lands in the audit trail.

Vendor-proof by design

An MCP integration layer means tools and models can be swapped without rewriting the agents.

Selected artifacts

Progressiv AI My day screen: morning report, chase list, deadline radar and meeting briefs
01

My day: each person's work, prepared before they sign in. Recreated with sample data.

Progressiv AI agent map showing when each scheduled agent runs across the working day
02

The agent map: every agent, and when it runs. Recreated with sample data.

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