Month-end close without the scramble.

An AI accounting agent categorizes transactions, gathers the month’s documents and checks taxes before they’re due. Every tax payment waits for your approval.

AI agent · Accounting

What the accounting agent does.

01Categorizes transactions in the chart of accounts.
Bank feed→Agent→ERP
02Gathers the month’s documents for the accountant.
Email→Agent→Folder
03Checks taxes and gives you a heads-up before they’re due.
Tax forms→Agent→You approve

Also

  • Answers tax questions based on the company’s own rules.
  • Flags duplicate entries or ones missing a receipt.
  • Prepares the month-end close.
Example Co.Accounting agent · online
Are October’s documents complete?
Two service invoices and the statement for account 2 are missing. I’ve already asked finance for them.
And taxes?
This month’s tax payments are ready. Sales tax is due on the 20th and it’s in your queue to approve.
Illustrative conversation

Don’t see your task here? If it repeats, chances are it can be automated too.

Example

What it looks like in practice.

AccountingAccounting firm

Client invoices that post themselves.

Before
Hundreds of invoices arriving by email every month, keyed in one by one.
The agent
Reads each invoice, checks the data, posts it to the accounting system and chases the client for whatever’s missing.
You approve
Amount discrepancies and out-of-pattern entries.
Email→Agent→Accounting system
120invoices a week, zero manual entry

Illustrative examples · every agent is designed around your own process · See all cases

Other departments

An agent for every corner of the business.

SalesCustomer serviceFinanceLegalMarketingOperationsHRProcurementITLogisticsManagement

Where should your accounting agent start?

Talk to usSee every department
Tell us what eats up the most time. We’ll show you where an agent fits first.