Reporting Agents for Accounting: assemble and send reports automatically.
Reporting 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
- AgentPull from your sources
- In your toolsAssemble on schedule
- DoneExplain the changes
THE PROBLEM IN ACCOUNTING
Teams in accounting lose hours and revenue to work that reporting 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
- Pull from your sources
- Assemble on schedule
- Explain the changes
- Distribute to stakeholders
- Flag what matters
- Keep a history
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
“If you're on the fence, book the call. We were live within the week, and our analysts got back 12 hours a week each. My only regret is that we waited a year to do it.”
“We handed over logins on a Monday and the agent was handling document collection by the end of the week. Inside 60 days it caught $42,000 in duplicate invoices in the first quarter. For what it costs, it's the best money we spend.”
“We tried building this ourselves and gave up after three months. They had the reporting agent running inside our own tools in days. Since then we cover three times as many accounts with the same team, and any change we ask for is done that week.”