Knowledge Base Agents for Accounting: answer from your documents, with citations.
Knowledge Base 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
- QuestionSomeone needs an answer from the data
- AgentAnswer from your content
- In your toolsCite the source every time
- DoneStay current as docs change
THE PROBLEM IN ACCOUNTING
Teams in accounting lose hours and revenue to work that knowledge base 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
- Answer from your content
- Cite the source every time
- Stay current as docs change
- Say when unsure
- Work in chat and search
- Keep answers on-policy
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 were about to hire someone to answer from our content. The knowledge base agent does it for a fraction of the salary. Two months in, we cover three times as many accounts with the same team. That hire never happened, and nobody misses it.”
“We started with document collection. A month in, invoice processing time dropped by about 80%. We added client questions after that, and I can't picture running the place without it now.”
“Before the knowledge base agent, reports were out of date by the time anyone read them. Now it handles that around the clock, our analysts got back 12 hours a week each, and my team spends its day on work that needs a person.”