ANALYTICS · ACCOUNTING

Analytics Agents for Accounting: turn your data into answers on demand.

Analytics Agents set up for accounting, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.

SEE IT WORK

LiveAnalyticsAccounting · example
Research
ReportFilingNewsNotes
  1. QuestionSomeone needs an answer from the data
  2. AgentAnswer questions from your data
  3. In your toolsBuild and refresh reports
  4. DoneFlag anomalies

THE PROBLEM IN ACCOUNTING

Teams in accounting lose hours and revenue to work that analytics agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.

WHAT IT DOES FOR ACCOUNTING

  • Answer questions from your data
  • Build and refresh reports
  • Flag anomalies
  • Explain what drove the change
  • Deliver to your tools
  • Schedule digests

WORKS WITH YOUR STACK

  • QuickBooks
  • Xero
80% less time chasing client documents, and the close finished 3 to 5 days sooner
typical result in accounting
CUSTOM
Built around your workflow

Connected to your systems and set up for your compliance rules. Live in 5 business days.

Book a meeting with us now
READY MADE
Rent it today

The proven version, live within hours, with a 30-day money-back guarantee.

Get the agent now

Questions

How fast can it go live?

The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.

Does it fit our tools?

Yes. It connects to tools like QuickBooks and Xero, and to anything else through a secure API.

Is our data handled properly?

Data is encrypted and every action the agent takes is logged. Compliance status: compliant.

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What teams in accounting say

★★★★★
“Before the analytics agent, our research lived in a dozen tabs nobody could find. Now it handles that around the clock, our analysts got back 12 hours a week each, and my team spends its day on work that needs a person.”
Practice ManagerBoston Tax Preparation Firm
★★★★★
“We started with document collection. A month in, we collect on invoices 17 days sooner. We added client questions after that, and I can't picture running the place without it now.”
PartnerTampa Accounting Firm
★★★★★
“If you're on the fence, book the call. We were live within the week, and we cover three times as many accounts with the same team. My only regret is that we waited a year to do it.”
Head of OperationsSacramento Bookkeeping Practice