AIKnowledge baseRAG
AI knowledge base for an accountancy firm
An AI knowledge base and retrieval-augmented generation (RAG) system for an accountancy firm, connected to the firm’s CRM.
The problem
Knowledge in an accountancy firm tends to live across documents and a CRM. Finding the right answer means knowing where to look, and there is no single place to ask.
What Evoloop built
- An AI knowledge base covering the firm’s own material
- A retrieval-augmented generation system, so answers are grounded in what the firm actually holds rather than a model’s general knowledge
- A connection to the firm’s CRM
How it runs
- Staff ask questions in plain language
- The system retrieves relevant material first, then generates an answer grounded in what it retrieved
- The CRM connection keeps the knowledge base linked to the firm’s records
Where it is now
Delivered as a client engagement.