Research Agents for Accounting: gather, summarize and cite what you need to know.
Research 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
- AgentSearch across sources
- In your toolsSummarize with citations
- DoneCompile briefings
THE PROBLEM IN ACCOUNTING
Teams in accounting lose hours and revenue to work that research 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
- Search across sources
- Summarize with citations
- Compile briefings
- Monitor topics over time
- Extract structured data
- Deliver to your tools
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 search across sources. The research agent does it for a fraction of the salary. Two months in, the Monday report lands at 7am with every source cited. That hire never happened, and nobody misses it.”
“Document collection used to eat two or three hours of every day. The agent owns it now, invoice processing time dropped by about 80%, and the only cases that reach us are the ones that need a person.”
“Before the research agent, our research lived in a dozen tabs nobody could find. Now it handles that around the clock, research that took two days now takes about an hour, and my team spends its day on work that needs a person.”