Orphil LLC Advisory
Your Outsourced
AI Shop
One partner. Every AI need. Zero hiring.
You run a world-class outsourced accounting practice for crypto and digital asset companies. We run a world-class AI practice for firms exactly like yours.
01 AI Advisory Slack Channel Free 02 Internal Firm Automation Project 03 Client-Specific Delivery Project 04 Orphil Advisory Platform Subscription 05 Team Trainings Engagement
Ore Phillips / ex-PwC Director / 15+ years finance & crypto
How we work together
Five Ways to Engage
💬
01
AI Advisory Slack Channel
A dedicated Slack channel with me. Any AI question, anytime. Direct access to someone who lives in this space every day.
Learn more
02
Internal Firm Automation
Your internal workflows, automated with AI. Onboarding, reporting, document assembly, knowledge management. I scope it, build it, hand it over.
Learn more
03
Client-Specific Delivery
AI-powered deliverables for your clients. Tools and agents tailored to specific engagements. Increase capacity and deliver things your competitors can't.
Learn more
📦
04
Orphil Advisory Platform
A full AI operating system on your machine. Pre-built agent teams. Your data never leaves your environment. Deploy 20+ agents in minutes.
Learn more
🎓
05
Team Trainings
Hands-on workshops for your team. Prompt engineering for accountants, custom AI workflows, live demos, and crypto finance trivia.
Learn more
Built for Crypto Accounting Firms
Real work from real engagements
Crypto Audit Support Agent
Fed months of Slack threads from a blockchain audit. Extracted 12 areas of digital asset SME support. Resolved a 1,907 SOL variance via direct RPC API calls. Invented a simplified impairment method and proved mathematical equivalence.
Blockchain Forensics Agent
Tracking ~$500K in stolen funds. Runs every 30 minutes. Caught a thief splitting 125K DAI across 3 wallets, swapping to USDC, bridging to Arbitrum, depositing into Hyperliquid. Full Slack alerts at each step.
841-Wallet Archival Classification
Analyzed 1.19M transactions across 841 wallets. Classified into 5 waves by activity. Recommended archiving 282 wallets (34% reduction). Built a rolling 12-month inactivity policy.
Treasury Command Center
Full Google Apps Script web app with dashboard tiles, on/off-ramp reconciliation, balance monitor with charts, AI program pipeline tracker, and data explorer. Backed by Google Sheets.
Interactive P&L Dashboard
12 views from ~14,700 rows of budget data across 60+ networks. Standard P&L, actuals vs. budget, actuals vs. forecast, revenue detail, OPEX detail, vendor analysis, mix, trends, and pricing.
Revenue Transformation
Gross-to-net revenue transition under IFRS. SOC 1-level data pipeline documentation. Network-level fund flow mapping for top revenue networks. 57% transaction reduction via aggregation scoring.
100+ use cases across 12 domains — see appendix slides for full detail
Why This Works
You Don't Need an
AI Team. You Need
an AI Partner.
One relationship. Scales with you.
75%
More client capacity
I increased my own client load by 75% using these exact tools
25%
Less time spent
While spending 25% less of my own time on each engagement
$0
To start
Tier 1 is free. Ask anything. See the value before you spend a dollar
About Ore Phillips
15+ years in finance and consulting. Former PwC Director. Built AI agents that run live crypto audit engagements, track stolen funds across blockchains, connect to treasury APIs, generate audit workpapers, and automate daily operations. Not a vendor pitching software. A practitioner who builds and uses these tools every day.
orphiladvisory.com ore@agenticledger.ai
01
Appendix
AI Advisory Slack Channel
Free - always
A dedicated Slack channel where you get direct, ongoing access to an AI practitioner who works in crypto finance every day. No sales calls. No ticket queues. Just real answers from someone who's built and deployed these tools across real engagements.
What you can ask
Vendor evaluation
"A vendor pitched us an AI reconciliation product. Is it real?"
Tool selection
"Which AI tools actually work for crypto accounting?"
Peer benchmarking
"How are other firms using AI for tax prep?"
Security & policy
"Should we let staff use ChatGPT with client data?"
Model comparison
"What's the difference between Claude, GPT, and Gemini for our work?"
AI policy drafting
"We want an AI policy for the firm. Where do we start?"
Research & intelligence I already run
AI-in-Finance wiki curation
Daily pipeline scanning LinkedIn and web for real AI-in-finance use cases, classified by finance function, maturity tier, and content type
AI event timeline
Living interactive timeline of 38+ AI industry events, flagged for finance relevance, updated weekly
Finance AI signal tracking
Monitoring which tools finance professionals are actually using and which workflows they're automating
Crypto accounting vendor comparison
Evaluated vendors across 1099 reporting, gain/loss, sub-ledger integration, multi-entity support, and stablecoin handling
02
Appendix
Internal Firm Automation
Flat rate or hourly per project
Your internal workflows, automated with AI. Anything your team does repeatedly that burns hours: onboarding, scheduling, internal reporting, document assembly, knowledge management. I scope it, build it, and hand it over.
Example projects
Morning briefing agent
Scans email, calendar, and Slack overnight, sends a consolidated summary to your team channel
Proposal generator
Produces polished engagement letters and SOWs from a few inputs in minutes
New client onboarding
Deploys checklists, templates, and folder structures when a new engagement starts
LinkedIn content pipeline
Sources, drafts, and publishes thought leadership posts for the firm
RFP/security questionnaire responder
Drafts answers from your firm's knowledge base in hours instead of weeks
Internal knowledge base
Indexes memos, policies, and engagement history for instant search
Use cases from production
Google Apps Script treasury command center
Full-featured web app with configurable dashboard tiles, balance monitor, AI program pipeline tracker, and data explorer backed by Google Sheets
Interactive cash flow reports center
Pivot-report dashboard: 10-level hierarchical group-by, 4 chart types, draggable pill reordering, numeric range filters, saved configs, and CSV export
Column dependency audit
Analyzed full pipeline to identify which column names are hardcoded vs. safe to rename, enabling boundary communication to end users
Dual-environment Apps Script deployment
Managed parallel DEV/PROD environments with environment-specific constants via MCP tools
03
Appendix
Client-Specific Delivery
Flat rate or hourly per project
AI-powered deliverables for your clients. I build tools and agents tailored to specific client engagements — treasury, audit, forensics, reconciliation, compliance, and FP&A.
Treasury & wallet operations
Multi-source balance reconciliation
Automated pipeline ingesting wallet balances from two independent sources, matching to master inventory with per-token PASS/FAIL verdicts
841-wallet archival classification
Analyzed 1.19M transactions across 841 wallets, classified into 5 waves, recommended archiving 282 wallets (34% reduction)
Tres Finance treasury agent
Connected directly to client's Tres Finance API to query wallet balances and transaction data across organizations in real time
Custodian token mapping
Programmatically generated 801-row token mapping between custodian asset names and internal identifiers with automated match classification
Audit, compliance & forensics
Blockchain forensics agent
Tracking ~$500K stolen funds, 30-min cycles. Caught split-swap-bridge-deposit laundering chain across 3+ chains with real-time Slack alerts
Crypto audit support agent
12 areas of digital asset SME support: ETH staking, Solana forensics (1,907 SOL variance resolved), impairment calculations, gas fee analysis
SOC 1 CUEC mapping
Mapped auditor-provided controls to 14 control objectives, categorized as Required vs. Consideration, drafted additional CUECs for gaps
Solana validator balance verification
Direct on-chain investigation of vote and identity accounts, discovering ~6,500 tokens in unswept balances not captured by existing reporting
Revenue, FP&A & reporting
Revenue transformation
Gross-to-net transition under IFRS, SOC 1-level pipeline documentation, 57% transaction reduction via aggregation scoring
Interactive P&L dashboard
12 views from ~14,700 rows across 60+ networks: standard, allocations, actuals vs. budget/forecast, revenue detail, OPEX, vendor, mix, trends
On/off-ramp reconciliation
Full dashboard with daily summary, on/off-ramp matches, breaks/exceptions, pool balance monitoring, and transaction detail views
Stablecoin issuance/redemption recon
Daily three-layer reconciliation for mint/burn on Solana with break detection for 9 break types
04
Appendix
Orphil Advisory Platform
Monthly subscription · orphiladvisory.com
A full AI operating system that runs on your machine. Pre-built agent teams for accounting, consulting, and finance. Your data never leaves your environment. Deploy 20+ agents in minutes. No coding required.
What's included
Controllership Pack
20 pre-built agents: reconciliation, reporting, close management, controls, and compliance
Consultant Pack
13 agents for proposals, research, prospecting, content, and client delivery
Multi-channel access
Reach agents via Slack, Telegram, Discord, iMessage, WhatsApp, or Web UI
Full data privacy
Everything runs on your machine. No data leaves your environment. Critical for client confidentiality
Cross-agent visibility
Super agent that reads activity across all agents. One place to see everything
Custom agent builder
Spin up new agents for any use case in minutes. No coding required
Production agent use cases
DLT governance intelligence
Real-time tracking of network governance proposals, voting windows, weight reduction actions, and compliance status across super validators
Multi-chain wallet monitoring
Continuous monitoring of 13+ addresses across Ethereum and Arbitrum on self-adjusting schedules (8h baseline, 30min when active)
Off-ramp reusable skill
10-step interactive automation: API key input, identity discovery, balance selection, quote, conversion, status polling, and receipt generation
Postman-to-AI-agent migration
Natural language queries through an MCP server wrapping the same API endpoints, replacing manual Postman testing
05
Appendix
Team Trainings
Per engagement
Hands-on workshops and training sessions for your team. From prompt engineering for accountants to building custom AI workflows. Interactive sessions with real crypto finance examples, live demos, and trivia. Your team leaves ready to use AI, not just talk about it.
Training formats
AI for accountants workshop
Prompt engineering, tool selection, and hands-on exercises tailored to accounting and audit workflows
Crypto finance AI bootcamp
Multi-session deep dive covering reconciliation, treasury, forensics, and compliance automation with live agent demos
Executive AI briefing
90-minute session for firm leadership covering the AI landscape, competitive risks, and a practical adoption roadmap
Custom workflow build-along
Your team picks a real internal process and we build an AI automation for it together, live, in the session
Materials & deliverables from past sessions
Interactive slide decks
HTML presentations covering AI agent use cases in crypto finance, maturity journeys, and team assessments
Crypto finance trivia bank
40+ questions covering FASB ASU 2023-08, staking revenue recognition, Proof of Reserves, DeFi LP rev rec, and multi-chain reconciliation
Finance AI program strategy deck
18-slide interactive deck covering 8 finance function categories, AI maturity framework, team assessment, and action items
Session follow-up workflows
Post-session templates with structured CTAs for training, agent-building, and program setup