Client documents come in, the books get done.

AI agents chase clients for documents, categorize transactions, check taxes and prepare the close. The accountant reviews and signs off.

AI agents · Accounting firms

What agents do for accounting firms.

01Chase clients for the month’s documents.

02Read invoices and statements and post them to the accounting system.

03Categorize transactions in the chart of accounts.

04Give a heads-up before tax and filing deadlines.

05Answer the questions clients always ask.

06Flag duplicate entries or ones missing a receipt.

Connected to what you already use, like QuickBooks, Xero, Sage, NetSuite, WhatsApp and email

These are just a few tasks. If it repeats, it can be automated too.

Example

AccountingAccounting firm

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

By department

FAQ

Who is responsible for the work?

The accountant. The agent prepares and checks, and everything goes through review by the person who signs.

Do I need an IT person on staff?

No. We build it, handle the technical side and train the people who’ll use it. On your side, all you need is someone who knows the process.

How long until the first agent is up and running?

A simple first agent usually becomes part of the routine within a few weeks. We confirm the timeline once we understand the process.

Other industries

Tell us what eats up the most time. We’ll show you where an agent fits first.