Personal Assistant Agents for Accounting: take the routine off your plate.
Personal Assistant 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
- AgentManage reminders and tasks
- In your toolsDraft messages
- DoneBook and reschedule
THE PROBLEM IN ACCOUNTING
Teams in accounting lose hours and revenue to work that personal assistant 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
- Manage reminders and tasks
- Draft messages
- Book and reschedule
- Research on request
- Summarize your day
- Keep you on track
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
“About 30 hours a week of copy-paste between systems is gone. That's the headline. What won my team over is how the personal assistant agent handles the odd cases: it hands them to a person with full notes instead of guessing.”
“I didn't trust it until I watched it handle document collection on our busiest day of the year without a single complaint. We collect on invoices 17 days sooner. If you're comparing options, book the call.”
“We were about to hire someone to draft messages. The personal assistant agent does it for a fraction of the salary. Two months in, handoffs that used to wait a day happen in minutes. That hire never happened, and nobody misses it.”