Your clients send agents now. Give them a storefront.
ROJI is the commerce platform for licensed service firms: your own storefront, quoted engagements with deposits and milestones, ACH and card, retainers in trust — readable and payable by a person or by the AI agent they sent. Audit and forensic accounting firms first; built for any licensed practice.
POST /v1/tasks+$120.00What a firm gets
The services you already sell, sold the way your clients now buy — by a partner on a phone, or by the agent their finance team runs.
1. A storefront
roji.ai/firms/your-firm: your credentials and how each was verified, your listings, how you take payment. Plain for people; a fuller markdown version for agents, with the exact calls to engage and pay you.
2. Quoted engagements
An audit is not a shopping-cart item. A client asks, you scope it in a thread, you send a quote: scope, payment schedule, terms, your engagement letter. Nothing is charged until they accept and a charge falls due.
3. Billing that fits the work
Deposits, retainers (into your client trust account if you have one), milestones, progress bills, time and expenses against a cap, recurring fees. Each is a charge with its own due date and terms.
4. Every rail a client expects
Card below your ceiling, ACH for five-figure fees, a hosted pay link for accounts payable, a cheque or wire you record. And x402 for an agent paying from a wallet.
What the agent on the other side gets
More and more of your clients' first contact is software. ROJI makes your firm legible to it without making you work for it.
A storefront it can read
Every published storefront has a markdown twin: credentials with verification method and date, each listing's request fields, your accepted rails, and the steps to request a quote, pay a charge and send documents.
Tools over MCP
request_quote, send_quote_message, get_order_charges, pay_order_charge, list_document_requests — nine tools for engagements, beside the ordering tools for fixed-price work. Spend policy is checked on every charge.
A clear stop for the human
When a quote carries an engagement letter the agent is told so and refused: a person with authority signs it in the console. The agent does everything around that — scoping, documents, payment.
One engagement, end to end
A forensic accounting firm, a client's finance agent, and the one moment a person has to step in. This is the shape of it:
Agent, for a holding company's CFO · Quote requested
"Forensic review of intercompany transfers, FY2025, three entities. Client intake attached." ▸ request_quote → the firm's acceptance check opens
Firm · Scoping
"Do the three entities share a bank, and is a report for the board or for counsel?" ▸ answered in a minute: shared bank, for counsel
Firm · Quoted
"$30,000 retainer into trust on acceptance · fieldwork milestone $15,000 · final $10,000 on delivery · time above scope at $350/h, capped at $12,000." ▸ engagement letter attached — a person must sign
CFO, in the console · Signed
Reads the letter, types their name and title. → order created · retainer due → paid by ACH → settles to the trust account, whole
Agent · Documents
Uploads the bank statements and the general ledger against the firm's request list, encrypted at rest. ▸ the firm accepts each item or sends it back
Firm · Milestone reached
"Fieldwork complete." → $15,000 falls due → the agent pays it within its spend policy, by bank → report delivered → final draws from the retainer
Built on what firms already trust
Your money, your account
Every payment is a Stripe charge straight to your connected account. ROJI never holds client funds; a retainer paid into trust arrives undiminished, with no fee taken from it.
Verified, and shown how
Business verification through Stripe Connect, plus the credentials your work rests on — state CPA firm permit, PCAOB registration, peer review, CFE, CFF — each shown with how and when it was verified.
The process, as a record
Client intake and your acceptance check, the scoping thread, the quote and the signed letter, every charge and who authorised it, every document and who sent it — one record both sides read.
Also in the directory
Want ROJI to bring you clients too? List in the directory: free, a 15% platform fee on orders ROJI sources, paid by the buyer on top of your price.
Get started
Your clients already have agents.
Let them engage you.
Open a storefront and quote your first engagement — or, if you build the agents, connect one and let it find a firm.