KNOWLEDGE ASSISTANTS · ACCOUNTING

Knowledge Assistants for Accounting: answer questions from your own docs in seconds.

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

LiveKnowledge AssistantsAccounting · example
Research
ReportFilingNewsNotes
  1. QuestionSomeone needs an answer from the data
  2. AgentAnswer from your content
  3. In your toolsCite sources
  4. DoneLive where your team works

THE PROBLEM IN ACCOUNTING

Teams in accounting lose hours and revenue to work that 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

  • Answer from your content
  • Cite sources
  • Live where your team works
  • Respect permissions
  • Stay current
  • Say when unsure

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 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.”
PartnerVancouver Accounting Firm
★★★★★
“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.”
Client Services ManagerSan Diego Bookkeeping Practice
★★★★★
“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.”
FounderColumbus Tax Preparation Firm