AI agents for consulting and professional services firms
A consulting or professional-services firm can take on Monmo agents for the work that surrounds the advice: desk research, proposal and deck drafts, meeting briefs, scheduling, and gathering timesheets into draft invoices. Each agent works in the Google or Microsoft accounts you connect and asks before it sends an email or creates an invoice. The advice, the fees and the client relationship remain with the partners.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
The team to take on first
AI market research agent
Every engagement starts with reading, and the first days of desk research are the easiest part to hand over with a clear brief.
See the roleAI executive assistant
Partners' calendars and inboxes fill with scheduling, and each hour spent there is an hour not spent with a client.
See the roleAI operations agent
Timesheets, invoices and project trackers keep the firm paid, and they are the first things to slip when client work is heavy.
See the roleAI data analysis agent
Client data arrives as messy exports, and someone has to clean, check and chart it before anyone can draw a conclusion.
See the role
Jobs they take off your plate
Do the desk research
You set the question and the scope. The agent reads reports, filings, company sites and news, and writes up the findings with a source for each and a list of what it could not confirm.
Draft the proposal
From the client's request and your past proposals, it drafts the approach, workplan, team and timeline in your template. Fees, staffing and terms are left blank for a partner to decide.
Build the deck
It turns an outline or a report into slides, as Google Slides or a PowerPoint file, with charts built from your spreadsheet and sources in the notes. A consultant sharpens the argument.
Brief you before each meeting
Thirty minutes before a client meeting you get one page: who is attending, the latest emails, open actions and recent news about the company, drawn from Google Calendar and Gmail.
Arrange meetings
It checks the calendars, proposes three times to the client by email and books the one they choose, with the agenda attached. Each email and each invitation asks first.
Prepare timesheets and invoices
At month end it gathers hours from calendars and your time tracker into a timesheet per project, flags the gaps and drafts invoices in Xero or QuickBooks for a partner to check and approve.
One working day
MorganWent through the partner's inbox. Three emails need you today. Two clients asked for a meeting, and replies proposing times are drafted for your approval.
KaiFinished the desk research on regional logistics for the Northwind proposal: fourteen sources and three open questions. Handed the findings to Mika to build the deck.
MikaBuilt the first twelve slides from Kai's findings in the firm's template. Charts come from the spreadsheet, and the recommendation slide is left for you.
MorganYour brief for the 14:00 meeting with Northwind is ready: who is attending, the last three emails and two open actions.
RenGathered October hours for five projects. Two consultants have gaps on the 14th. Draft invoices are prepared in Xero and wait for a partner's approval.
Questions people ask
Can an AI agent do research for a consulting project?
Yes, the desk part. A Monmo agent searches the web in its own browser, reads reports and company filings, and writes up what it found with a source for every claim and a list of what it could not verify. Interviews, client workshops and the judgement about what the findings mean stay with your consultants, who should check the sources.
Is confidential client information safe with an AI agent?
An agent can reach only the apps you connect and choose for it, and the files you give the team. You can watch its screen while it works and remove an app's access at any time. Before you share client material, check the confidentiality terms of the engagement, as you would for any new tool or contractor.
Can an AI agent prepare invoices from timesheets?
It can prepare them. The agent collects the month's hours, groups them by project and rate, and drafts the invoices in Xero or QuickBooks through the connection, or in its own browser where the connection does not cover a step. Creating each invoice asks first, and a partner decides what is billed.
What does a consultant still do when the firm uses AI agents?
Everything that depends on trust and judgement: scoping the work, interviewing people, running workshops, forming the recommendation, setting the fee and presenting to the client. The agent supplies research, drafts, briefs and schedules. Treat what it produces as a first version that a consultant reads, checks and corrects before a client sees it.