Free brief · 6 pages · PDF

AI agents that work inside your firm's infrastructure.

Client data never leaves the building. The Private Agent Brief is a 6 page document for partners and principals at Canadian accounting firms and other regulated practices. It explains what consumer AI tools actually do with the files your staff feed them, what you stay accountable for, and a third option between "no AI" and cloud subscriptions: the agent's brain rented per use, the hands and the data living in infrastructure your firm controls.

What's inside

  1. The 2026 problem: AI got easy. For your firm, it got riskier.
  2. What you are actually accountable for: PIPEDA principles, professional confidentiality, CASL.
  3. The architecture that fits the obligation, with a real diagram, not a metaphor. (See it as a web page)
  4. How it compares with cloud AI subscriptions, point by point.
  5. What a first agent looks like inside an accounting firm.
  6. What it costs and how an engagement starts. No lock-in, leave anytime.

Written by José Vieira, founder · Axera Flow · Calgary, AB · June 2026

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