EXECUTIVE ASSISTANT · ACCOUNTING

Executive Assistant Agents for Accounting: handle the admin that eats into a leader’s week.

Executive Assistant 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

LiveExecutive AssistantAccounting · example
Workflow
Trigger
Agent
Tool
Tool
Done
  1. TriggerA task starts in one of your tools
  2. AgentManage calendar and inbox triage
  3. In your toolsDraft replies
  4. DoneBook travel and meetings

THE PROBLEM IN ACCOUNTING

Teams in accounting lose hours and revenue to work that executive assistant 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

  • Manage calendar and inbox triage
  • Draft replies
  • Book travel and meetings
  • Prepare briefings
  • Chase follow-ups
  • Protect focus time

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.

RELATED

What teams in accounting say

★★★★★
“If you're on the fence, book the call. We were live within the week, and about 30 hours a week of copy-paste between systems is gone. My only regret is that we waited a year to do it.”
PartnerDenver Accounting Firm
★★★★★
“Document collection used to eat two or three hours of every day. The agent owns it now, invoice processing time dropped by about 80%, and the only cases that reach us are the ones that need a person.”
Client Services ManagerCalgary Bookkeeping Practice
★★★★★
“We tried building this ourselves and gave up after three months. They had the executive assistant agent running inside our own tools in days. Since then handoffs that used to wait a day happen in minutes, and any change we ask for is done that week.”
COODallas Tax Preparation Firm