Private AI for the Work Behind Your Work.
MetaWurks connects the tools your firm already uses, then AI agents pull, match and draft the admin across accounting, legal and healthcare work. Answers come with their sources, and people stay in control of what goes out.
When was the breach notice served in Alvarez, and how long after the agreement was signed?
The notice was served in November 2024, 20 months after the March 2023 agreement was signed.
- 1Breach_Notice_Nov2024.pdfp.1
- 2Alvarez_Supply_Agreement.pdf§9.2
- 3Alvarez_Complaint.pdf¶14
Sample data · fictional matter
Gmail
Outlook
QuickBooks
Google Drive
OneDrive
Microsoft Teams
SlackMetaWurks at a Glance.
Who we serve, what we do and how we work.
Who We Serve
Accounting and tax firms, law firms, healthcare practices and finance teams: places where an answer has to come with its source.
What We Do
A private AI workspace that connects the tools your firm already uses, then pulls, matches and drafts the admin for your review.
How We Work
Agents handle the repetitive prep and flag gaps as "Needs review". People review, edit and approve the result.
Turn Scattered Firm Information into Work People Can Verify.
A firm's ledger, inbox, drive and portals don't talk to each other, so skilled people spend their evenings hunting for one receipt and re-keying numbers between systems.
MetaWurks sits on top of the tools a firm already pays for and brings that information into one private workspace. Every answer shows the document or record it came from.
Agents do the pulling, matching and drafting. People stay in control: they review, edit and approve before anything reaches a client.
Sample data · fictional client
What Makes MetaWurks Different.
Answers with Sources
Every answer cites the file, page or ledger record behind it, so anyone can check a number in seconds.
Your Tools Stay Connected
Work across Gmail, Outlook, QuickBooks, Xero, Drive, OneDrive and more, without migrating anything.
Agents Handle Repetitive Prep
Agents pull, match and draft the routine work, then flag anything they couldn't confirm.
People Stay in Control
You review, edit and approve the results. Tools connect through OAuth; MetaWurks never stores your passwords.
Sample data · fictional client and matter
A Practical Workflow, from Connected Tools to Reviewed Work.
Connect
Link the tools you already use through each app's own sign-in. Nothing to migrate.
Ask or Assign
Ask a question in plain English, or hand a task to an agent.
Review
Check the cited sources, resolve anything flagged and approve the final work.
Built for Professional Work.
Example agents for the work each kind of firm repeats. Every one ends with a person's review.
Accounting & Tax
Pull the books, match 1099s to deposits, flag missing receipts and draft the organizer and workpapers. Close the month with exceptions flagged.
Legal
Turns a matter folder into a cited summary report you can check line by line.
Healthcare
An example agent matches chart notes against a payer's criteria and assembles the prior-auth packet for clinician sign-off.
Talk to us before any patient records come near the workspace.
The Principles Behind the Product.
Useful, Not Just Impressive
Agents are built around the admin firms repeat: tax prep, month-end close, matter summaries, prior-auth packets.
Sources You Can Check
Every answer cites the file or record it came from.
Your Tools, Your Connections
MetaWurks works on top of the tools you already pay for, and each person connects their own accounts.
Human Review Stays Central
Agents prepare; a person reviews. Email drafts wait for your OK before anything is sent.
See How MetaWurks Fits Your Firm's Workflow.
Bring your tool list and your worst admin chore to a 1:1 call. We'll show you what connects and what runs on your own workflow.