COMPLIANT

AI agents for accounting that automate client requests and document collection.

We know the workflows, tools and compliance rules in your field. Get a custom agent live in 5 business days, or rent a ready-made one and go live within hours.

Typical result80% less time chasing client documents, and the close finished 3 to 5 days sooner
Compliant
data handling
5 days
for a custom build
24/7
coverage
Lifetime
support
TOP AGENTS

Where teams in accounting start

WHAT WE AUTOMATE

Common jobs in accounting

  • Document collection
  • Client questions
  • Deadline reminders
  • Data entry
COMPLIANCE

Built to your rules

  • compliant
  • Encryption
  • Access controls
  • Audit logs
CONNECTS TO

Your stack

MORE INDUSTRIES

What teams in accounting say

★★★★★
“I asked for proof before we signed. Three months later: 80% less time chasing client documents, and the close finished 3 to 5 days sooner. I've since sent two other owners in our field their way.”
PartnerChicago Accounting Firm
★★★★★
“Nobody owned client questions, so it happened whenever someone had a gap, which meant it often didn't. The agent owns it now. We haven't paid a late fee since. Next up is deadline reminders.”
Client Services ManagerBoston Bookkeeping Practice
★★★★★
“I didn't trust it until I watched it handle deadline reminders on our busiest day of the year without a single complaint. Month-end close went from 8 days to 3. If you're comparing options, book the call.”
Practice ManagerTampa Tax Preparation Firm

Put AI agents to work in accounting

Book a call and we will map the first agent for your team.