Internal Knowledge Assistants for Accounting: give your team instant answers from internal docs.
Internal Knowledge Assistants 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
- QuestionSomeone needs an answer from the data
- AgentSearch wikis, drives and tickets
- In your toolsAnswer with citations
- DoneRespect access permissions
THE PROBLEM IN ACCOUNTING
Teams in accounting lose hours and revenue to work that internal knowledge assistants 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
- Search wikis, drives and tickets
- Answer with citations
- Respect access permissions
- Onboard new hires faster
- Live in Slack or Teams
- Get better as your docs grow
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
“Before the internal knowledge assistant, a competitor brief took an analyst two days. Now it handles that around the clock, the Monday report lands at 7am with every source cited, and my team spends its day on work that needs a person.”
“Document collection used to eat two or three hours of every day. The agent owns it now, month-end close went from 8 days to 3, and the only cases that reach us are the ones that need a person.”
“If you're on the fence, book the call. We were live within the week, and research that took two days now takes about an hour. My only regret is that we waited a year to do it.”