AI agents for the firm that sells its hours.
A firm runs its clients' books across Tally, QuickBooks, Zoho and Xero at once. The same manual close repeats for every client each month. Hubzoid deploys the hub in your cloud. You own it after handover.
The agents an accounting firm actually needs.
A starting catalog, not a fixed menu. Each one reads before it writes. Anything consequential goes to a person for approval.
Month-end close, every client
Runs the close checklist per client and surfaces the exceptions needing judgment early.
- Reads
- Tally · QuickBooks · Zoho · Xero
- Sends
- Dashboard · Slack
Multi-client bank matching
Matches statements to the ledger across every client. Clean matches clear, real breaks route to a person.
- Reads
- Bank feeds · Client ledgers
- Sends
- Dashboard · Email
Payables and receivables aging
Watches AP and AR aging across all books and flags what is overdue, disputed or slipping.
- Reads
- Client ledgers
- Sends
- Email digest
Filing-risk, before the deadline
Scans each client's entries for GST and tax mismatches ahead of the due date.
- Reads
- Tally · GSTR data
- Sends
- Email · Spreadsheet
Duplicate and misposted entries
Reads every client's ledger for duplicate, off-policy and misposted entries as they land.
- Reads
- Client ledgers
- Sends
- Dashboard · Slack
Per-client MIS pack, assembled
Builds each client's monthly pack in the format that client expects, ready for review.
- Reads
- Client ledgers · Prior packs
- Sends
- Spreadsheet · Email draft
Draft every follow-up
Drafts the chase per overdue invoice with the ledger extract attached. A person sends.
- Reads
- Client AR · Contact master
- Sends
- Email drafts
The partner digest, every morning
Close status, aging, filing risk and capacity across the firm, in one message.
- Reads
- All client books · Timesheets
- Sends
- Slack · WhatsApp · Email
The one only your operation needs.
This is a starting set. We map your real workflows and scope the exact catalog in discovery.
Map your operationYour ceiling is headcount, and the work is the same every month.
- 01
The same close, times forty
The checklist, the matching and the chasing repeat per client, per month, entirely by hand.
- 02
Breaks found after the deadline
Bank and ledger mismatches surface during review, when there is no time left to clear them.
- 03
Filing risk nobody sees coming
GST and tax mismatches sit in the data until a notice or a correction finds them.
- 04
Growth means hiring
Every new client is another associate, because capacity is people and nothing else.
The hours you free up are billable again.
Illustrative operating effects from the workflows above. We establish the baseline on your current operation during discovery.
Manual matching, checklist-running and MIS assembly across every client, freed up for advisory and review
More clients served by the same team, so growth stops meaning more hires
Mismatches and misposted entries surfaced before the deadline, not after the notice
Runs in your own cloudRead-only by defaultYour data trains no model.