Industries · Accounting & finance ops
AI agents for accounting firms that keep many clients’ books.
For accounting and bookkeeping firms, we build agents that prepare each client’s close, bank matching, aging and monthly pack, and leave the sign-off with your team.
Reads from
- Ledger
- Accounting system
- Invoices
- Bank statements
Your HubKnowledge, skills and toolsDelivers to
- Spreadsheet
- Slack
- Web chat
Where the time goes
The same close, for every client, every month.
Checklists, matching and chasing repeat from one client to the next, and each new client brings more of the same work.
A manual close for each client
The close checklist, bank matching and follow-ups run by hand every month, in each client’s own system and each client’s own format.
Breaks found during review, close to the deadline
Differences between the bank statement and the ledger often surface when a reviewer opens the file, with little time left to clear them.
Filing mismatches found too late
Mismatches between invoices, the ledger and the figures prepared for a tax filing stay hidden until a correction or a notice brings them up.
Every new client means another hire
Capacity is counted in people, so each new client adds its own close, matching and chasing to someone’s month.
What we build
Agents that prepare the work. Your team signs off.
Each agent prepares its work from the systems you already use, and posting, sending and filing stay with a person on your team.
/bank-reconcileWorkflow · As statements arriveBank matching across every client
Matches each client’s bank statement lines to the ledger. Clear matches are listed for sign-off, and breaks go to the associate who owns that client, with the evidence attached.
- Reads
- Bank statements · Ledger
- Delivers to
- Spreadsheet
/close-assistWorkflow · At month endMonth-end close for every client
Works through each client’s close checklist, flags duplicate or misposted entries and lists the exceptions that need a manager’s judgment. Proposed adjustments wait for a person to review and post.
- Reads
- Accounting system · Close checklist
- Delivers to
- Slack
- Spreadsheet
/ask-any-clientChat · When someone asksAsk where every client stands
Partners ask in chat where any client stands, from close status and overdue items to open filing checks and team workload, and get a short answer with its source.
- Reads
- Accounting system · Timesheets
- Delivers to
- Web chat
- Slack
More agents we build
/aging-watchWorkflow · Each weekAging watch with drafted follow-ups
Reviews receivables and payables aging for every client, flagging what is overdue, disputed or slipping. Drafts a follow-up for each overdue invoice with the ledger extract, for a person to send.
/filing-checkWorkflow · Ahead of each tax filingFiling checks before the due date
Compares every client’s invoices with the ledger and the figures being prepared, and lists the mismatches for the preparer to resolve. The filing itself stays with your team.
/client-packWorkflow · After each month-end closeEach client’s monthly pack, drafted
Assembles each client’s monthly management report in the layout that client expects, using last month’s pack as the pattern. The reviewer checks it before anything reaches the client.
Where to start
Start with bank matching.
Build the bank matching agent first, for a small set of clients. The work is frequent, the inputs already exist, and each match can be checked against the statement, so your team can judge it within one close.
- Associates agree with the matches when they review them.
- Breaks reach the right person while there is still time to clear them.
- Nothing is posted until a person approves it.
Other industries
The same foundation, other industries.
Each industry runs on its own records and routines. The Hub underneath stays the same.