Operations Agents for Accounting: keep work moving across your tools.
Operations 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
- TriggerA task starts in one of your tools
- AgentAutomate handoffs
- In your toolsChase blockers
- DoneUpdate status everywhere
THE PROBLEM IN ACCOUNTING
Teams in accounting lose hours and revenue to work that operations 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
- Automate handoffs
- Chase blockers
- Update status everywhere
- Enforce process
- Flag exceptions
- Report on throughput
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 operations agent, handoffs fell through the cracks every week. Now it handles that around the clock, we took on 40% more volume without adding a coordinator, and my team spends its day on work that needs a person.”
“We handed over logins on a Monday and the agent was handling document collection by the end of the week. Inside 60 days month-end close went from 8 days to 3. For what it costs, it's the best money we spend.”
“If you're on the fence, book the call. We were live within the week, and order errors dropped by 90%. My only regret is that we waited a year to do it.”