LEGAL · ACCOUNTING

Legal AI Agents for Accounting: speed up intake, review and routine legal work.

Legal AI 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

LiveLegalAccounting · example
Research
ReportFilingNewsNotes
  1. QuestionSomeone needs an answer from the data
  2. AgentIntake and triage matters
  3. In your toolsReview documents for issues
  4. DoneExtract key terms

THE PROBLEM IN ACCOUNTING

Teams in accounting lose hours and revenue to work that legal AI 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

  • Intake and triage matters
  • Review documents for issues
  • Extract key terms
  • Draft from templates
  • Flag what needs a lawyer
  • Keep a clean record

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.

RELATED

What teams in accounting say

★★★★★
“If you're on the fence, book the call. We were live within the week, and we haven't come close to missing a deadline since. My only regret is that we waited a year to do it.”
Practice ManagerSeattle Tax Preparation Firm
★★★★★
“We started with document collection. A month in, we collect on invoices 17 days sooner. We added client questions after that, and I can't picture running the place without it now.”
PartnerCharlotte Accounting Firm
★★★★★
“We tried building this ourselves and gave up after three months. They had the legal agent running inside our own tools in days. Since then our paralegals got back 10 hours a week each, and any change we ask for is done that week.”
Head of OperationsRaleigh Bookkeeping Practice