Finance Agents for Accounting: close the books faster with fewer errors.
Finance 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
- New in inboxA document arrives for processing
- AgentCategorize transactions
- In your toolsReconcile accounts
- DoneFlag anomalies
THE PROBLEM IN ACCOUNTING
Teams in accounting lose hours and revenue to work that finance 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
- Categorize transactions
- Reconcile accounts
- Flag anomalies
- Prep reports
- Chase missing info
- Keep an audit trail
WORKS WITH YOUR STACK
- QuickBooks
- Xero
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
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.
What teams in accounting say
“We tried building this ourselves and gave up after three months. They had the finance agent running inside our own tools in days. Since then month-end close went from 8 days to 3, and any change we ask for is done that week.”
“We handed over logins on a Monday and the agent was handling document collection by the end of the week. Inside 60 days we collect on invoices 17 days sooner. For what it costs, it's the best money we spend.”
“I was the skeptic here. I'd been burned by software that promised a lot and needed babysitting. Thirty days after the finance agent went live, it caught $42,000 in duplicate invoices in the first quarter. Now I'm the one asking what we automate next.”